- AI-Agent
- Ready to Run
Send Orientation Packet
Email new hires their packet and confirm delivery to HR
Use this Agent instantly or customize it - no programming needed
- Confirmed orientation handoffConfirmed orientation handoff
Your coordinator's message supplies the hire's address, confirmed date, arrival details, and signature list.
- Orientation packet filesOrientation packet files
Your coordinator uploads the prepared packet files with the handoff message.
Read the confirmed handoff and packet in HR handoff chat, then reply there for HR.
- HR handoff replyHR handoff reply
Your HR team sees what was sent and what needs signing, or why delivery stopped.
- HR handoff replyHR handoff reply
Your HR team sees what was sent and what needs signing, or why delivery stopped.
- HR handoff replyHR handoff reply
Your HR team sees what was sent and what needs signing, or why delivery stopped.
- Orientation emailOrientation email
Your hire gets the confirmed date, arrival instructions, packet files, and forms to sign.
- HR handoff replyHR handoff reply
Your HR team sees what was sent and what needs signing, or why delivery stopped.
Your hire receives the packet, arrival details, and forms to sign through email.
This Agent checks confirmed orientation handoffs in your private HR chat. When the details and files are complete, it emails the hire. Your HR team gets a private reply listing sent files and forms needing signatures.
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GmailUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Gmail.
SlackUsed as:
- HR handoff chat
Read the confirmed handoff and packet in Slack, then reply there for HR.
Microsoft OutlookUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Microsoft Outlook.
ClickUpUsed as:
- HR handoff chat
Read the confirmed handoff and packet in ClickUp, then reply there for HR.
ZoomUsed as:
- HR handoff chat
Read the confirmed handoff and packet in Zoom, then reply there for HR.
- Email
Your hire receives the packet, arrival details, and forms to sign through Zoom.
BrevoUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Brevo.
Google ChatUsed as:
- HR handoff chat
Read the confirmed handoff and packet in Google Chat, then reply there for HR.
Microsoft Office 365Used as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Microsoft Office 365.
ChatworkUsed as:
- HR handoff chat
Read the confirmed handoff and packet in Chatwork, then reply there for HR.
SendGridUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through SendGrid.
Zoho MailUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Zoho Mail.
MailgunUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Mailgun.
Mailchimp TransactionalUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Mailchimp Transactional.
Microsoft ExchangeUsed as:
- Email
Your hire receives the packet, arrival details, and forms to sign through Microsoft Exchange.
Made for your industry
Send Orientation Packet is made for businesses in these industries.
- Retail
Send new store hires their packet and orientation arrival instructions.
Show all Agents for the Retail industry - Manufacturing
Send new plant staff their orientation packet and arrival instructions.
Show all Agents for the Manufacturing industry - Healthcare
Send new care staff their packet and arrival details for orientation.
Show all Agents for the Healthcare industry - Hospitality
Email new hospitality staff their packet and orientation arrival details.
Show all Agents for the Hospitality industry - Restaurants
Email new restaurant staff their orientation packet and arrival details.
Show all Agents for the Restaurants industry
Made for your role
Send Orientation Packet is made for people in these roles.
- HR Coordinator
Email each hire the prepared packet and report forms awaiting signatures.
Show all Agents for the HR Coordinator role - People Operations Manager
Keep packet delivery and outstanding signatures visible in the HR chat.
Show all Agents for the People Operations Manager role - Onboarding Coordinator
Send confirmed orientation details and packet files to each new hire.
Show all Agents for the Onboarding Coordinator role
Made for your department
Send Orientation Packet is made for people in these departments.
- Human Resources
Send the hire's orientation packet and track forms needing signatures.
Show all Agents for the Human Resources department
How Send Orientation Packet works
3 steps, in order, on every run.
-
Check the Confirmed HandoffCheck the hire address, orientation details, packet files, and signature list. Reply privately with any missing items.
-
Email the Orientation PacketEmail the hire the date, arrival instructions, packet files, and signature list. Report any sending failure in the private chat.
-
Confirm Delivery to HRReply in the original chat with the hire's address and orientation date. List sent files and forms needing signatures.
How to Get Started
Connect the tools you already use, such as Gmail, Slack or Microsoft Outlook.
14 tools
- Choose the private People Ops chat where coordinators post confirmed orientation handoffs and where HR receives delivery replies.
- Give the Agent access to read messages and uploaded files in that chat, post replies there, and send email from the approved orientation mailbox.
- Use a handoff template that asks for the hire's name and email, orientation date and time with time zone, arrival instructions, uploaded packet files, and the names of forms requiring signatures.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Orientation Packet:
Your hire gets no email if a required detail or file is missing. HR gets a private reply naming exactly what to add.
Your People Ops coordinator uploads the prepared files with the confirmed handoff. You choose the private chat and orientation mailbox during setup.
No. Your coordinator names the forms in the handoff. The Agent passes that list to the hire and HR.
Your hire gets no partial packet if a file cannot be downloaded. HR gets a private reply naming the failed file or email send.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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