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Prepare New Hire Packet
Gather onboarding files and flag gaps for owner review
Use this Agent instantly or customize it - no programming needed
- hire confirmationhire confirmation
Your confirmation names the hire and gives any details needed to choose their files.
- approved packet filesapproved packet files
Your approved files cover the welcome note, benefits, setup steps, and employment forms.
- file selection rulesfile selection rules
Your rules choose approved files by role, work location, and employment type.
Your team chat app supplies each hire confirmation and identifies the owner who sent it.
Your file storage app holds approved files and the private packet folders you review.
- owner review taskowner review task
Your task links to the packet when available and lists gaps to fix before sharing.
Your task management app holds your review task, packet link, and any gaps to resolve.
- packet folderpacket folder
Your private packet folder holds copies of the approved files available for this hire.
- owner review taskowner review task
Your task links to the packet when available and lists gaps to fix before sharing.
This Agent starts when you confirm a hire in chat. It checks your file rules, then copies available materials into a private folder. You get a review task with the packet link and any gaps.
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Google DriveUsed as:
- File storage app
Google Drive holds approved files and the private packet folders you review.
- Task management app
Google Drive holds your review task, packet link, and any gaps to resolve.
monday.comUsed as:
- Task management app
monday.com holds your review task, packet link, and any gaps to resolve.
ClickUpUsed as:
- Task management app
ClickUp holds your review task, packet link, and any gaps to resolve.
ZoomUsed as:
- Team chat app
Zoom supplies each hire confirmation and identifies the owner who sent it.
Google ContactsUsed as:
- File storage app
Google Contacts holds approved files and the private packet folders you review.
- Task management app
Google Contacts holds your review task, packet link, and any gaps to resolve.
TodoistUsed as:
- Task management app
Todoist holds your review task, packet link, and any gaps to resolve.
Microsoft Office 365Used as:
- File storage app
Microsoft Office 365 holds approved files and the private packet folders you review.
ChatworkUsed as:
- Team chat app
Chatwork supplies each hire confirmation and identifies the owner who sent it.
PipefyUsed as:
- Task management app
Pipefy holds your review task, packet link, and any gaps to resolve.
TeamworkUsed as:
- Task management app
Teamwork holds your review task, packet link, and any gaps to resolve.
Made for your industry
Prepare New Hire Packet is made for businesses in these industries.
- Retail
Prepare store hire packets and flag missing forms for review.
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Prepare new worker packets and flag missing items before handoff.
Show all Agents for the Staffing and Recruiting industry - Construction
Collect approved files for new site hires in one packet folder.
Show all Agents for the Construction industry - Healthcare
Assemble approved onboarding files for new care staff and flag gaps.
Show all Agents for the Healthcare industry - Hospitality
Gather approved files for new guest service and housekeeping hires.
Show all Agents for the Hospitality industry - Restaurants
Assemble approved packets for new dining and kitchen hires.
Show all Agents for the Restaurants industry - Commercial Cleaning
Build crew hire packets and list missing paperwork for the owner.
Show all Agents for the Commercial Cleaning industry
Made for your role
Prepare New Hire Packet is made for people in these roles.
- Recruiting Coordinator
Turn confirmed hires into packet folders with outstanding items listed.
Show all Agents for the Recruiting Coordinator role - HR Coordinator
Select approved files for each hire and list missing paperwork.
Show all Agents for the HR Coordinator role - Business Owner
Put each hire's packet link and missing items in a review task.
Show all Agents for the Business Owner role - People Operations Manager
Organize approved hire packets and surface gaps for owner review.
Show all Agents for the People Operations Manager role - Onboarding Coordinator
Prepare a packet folder and flag gaps before the hire receives it.
Show all Agents for the Onboarding Coordinator role - Office Manager
Gather new-hire paperwork and flag missing items in a review task.
Show all Agents for the Office Manager role
Made for your department
Prepare New Hire Packet is made for people in these departments.
- Recruiting
Prepare packet folders after hires are confirmed and flag gaps.
Show all Agents for the Recruiting department - Administration
Collect new-hire paperwork in one folder and create a review task.
Show all Agents for the Administration department - Human Resources
Assemble approved onboarding packets and list missing hire details.
Show all Agents for the Human Resources department
How Prepare New Hire Packet works
4 steps, in order, on every run.
-
Read the hire confirmationRead the hire's name and details from your confirmation in chat. Flag any missing detail your file rules need.
-
Choose the packet filesMatch the hire's role, location, and employment type to your file rules. Leave dependent files out when details are missing.
-
Build the packet folderCheck the selected files in your shared onboarding folder. Copy available files into a private packet folder.
-
Create an owner review taskList included sections and any gaps in your review task. Add the packet link or explain why no packet could be made.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or ClickUp.
10 tools
- Choose a private hiring chat, the owner account allowed to confirm hires, and the message prefix 'Hire confirmed:'.
- Keep an approved source folder with the welcome note, benefits information, setup steps, and employment forms; provide the file IDs and a rule table showing which files apply by role, work location, and employment type.
- Choose the private destination folder for owner-review packets and connect the owner's task list; the connected owner must be able to open copied files.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Prepare New Hire Packet:
You choose the approved source files and set rules by role, work location, and employment type. The Agent uses those rules for each hire.
Your review task names the missing file or detail. The Agent leaves affected files out and makes a blocked task if nothing can be copied.
No. You review the private packet and resolve any gaps before anyone shares it with the hire.
You choose a private hiring chat and the owner account allowed to confirm hires. Start the owner's message with 'Hire confirmed:' and include the hire's name.
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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