HR & RECRUITING
Day-30 Onboarding Check-In Tasks with Risk Triage
Creates a structured 30-day check-in task in Asana for each buddy, watches for completion.
How it runs
The automated pipeline, trigger to output.
- TriggerSchedule detects hires at day 30
- ActionCreate buddy check-in task in AsanaAsana
- ActionRead buddy rating and notes on completionAsana
- LogicBranch on whether hire needs support
- OutputCreate manager follow-up task for at-risk hireAsana
What it does
This workflow turns the 30-day check-in into trackable work in Asana. It assigns each buddy a check-in task with a feedback subtask, monitors completion, and reads the buddy's answer to decide whether the manager needs to act. Nothing relies on memory or inbox follow-through; every check-in is a visible task with an owner and a due date.
When to use it
Use it when your People Ops team runs onboarding as projects in Asana and wants check-ins to be auditable and assignable rather than ad hoc. It suits organizations that need to prove check-ins happened and want at-risk hires routed into a clear manager-owned follow-up rather than a notification that gets lost.
How it works
- 1A schedule identifies new hires reaching day 30 and triggers the run.
- 2The workflow creates an Asana check-in task assigned to the buddy with a due date and a feedback field.
- 3It watches the task and reads the buddy's submitted rating and notes on completion.
- 4A logic step evaluates whether the buddy flagged the hire as needing support.
- 5For flagged hires, it creates a follow-up review task assigned to the manager with the buddy's notes attached.
- 6For healthy hires, it marks the onboarding milestone complete in the project.
Set it up
What you configure once, before turning it on.
- 1Connect AsanaTasks, projects, milestones — everywhere.
- 2Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 3Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 4Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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