CHATBOTS
New-Hire Onboarding: Proactive Policy Walkthrough Bot
When a new employee is added, the concierge proactively DMs them in Teams with a guided handbook walkthrough and answers their follow-up policy questions from Confluence.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: new hire added in HRISHTTP webhook
- LogicSelect onboarding policy set by role
- ActionFetch relevant handbook pagesConfluence
- ActionAssemble personalized walkthroughOpenAI
- OutputDeliver walkthrough via Teams DMMicrosoft Teams
What it does
Gives every new hire a personal HR concierge on day one. It opens a Teams direct message with the key policies they need first (PTO, benefits enrollment deadlines, code of conduct) and stays available to answer follow-ups from the handbook.
When to use it
Use this to make onboarding consistent and reduce the day-one flood of HR questions. It ensures each new hire sees the must-read policies without HR sending manual messages, while still grounding every follow-up answer in Confluence.
How it works
- 1A new-hire record created in the HRIS triggers the flow via webhook.
- 2The flow pulls the role and start-date context to select the relevant onboarding policy set.
- 3It fetches those handbook pages from the Confluence space.
- 4An LLM assembles a friendly, personalized walkthrough message with links and deadlines.
- 5The concierge opens a Teams DM and delivers the walkthrough to the new hire.
- 6Follow-up questions in that DM are answered from the handbook, with PII requests deferred to HR.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Microsoft TeamsChannels, chats, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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