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Create Work Account

Set up new hire access after a clear offer acceptance

Use this Agent instantly or customize it - no programming needed

Create a work account after offer acceptance
Reads
  • Offer acceptance email
    Offer acceptance email

    Your coordinator supplies the candidate's reply so the Agent can confirm clear acceptance.

  • Approved hire details
    Approved hire details

    Your coordinator supplies the approved identity, personal email, and intended work address.

  • Existing work accounts
    Existing work accounts

    Your account directory shows whether the hire already has a work address or employee ID.

Work account administration tool
Work account administration tool

Your work account administration tool checks users, creates accounts, updates employee profiles, and sends welcome instructions.

Work account administration tool
Are required hire details or admin access missing?YesNo
Tell the coordinator what is missing.
Writes
  • Coordinator update
    Coordinator update

    Your coordinator gets the reason an account needs review before anyone creates another one.

Is the sender wrong or the acceptance unclear?YesNo
Ask the coordinator to confirm the offer decision.
Writes
  • Coordinator update
    Coordinator update

    Your coordinator gets the reason an account needs review before anyone creates another one.

Does a matching work account already exist?YesNo
Report the existing account to the coordinator.
Writes
  • Coordinator update
    Coordinator update

    Your coordinator gets the reason an account needs review before anyone creates another one.

Create the account, update its profile, and send welcome instructions.
Writes
  • Work account
    Work account

    Your new hire gets a work address and must change their password at first sign-in.

  • Onboarding status
    Onboarding status

    Your hiring team sees account created on the employee profile after provisioning finishes.

  • Welcome email
    Welcome email

    Your new hire receives sign-in instructions at their approved personal email address.

This Agent starts when you submit the acceptance email and hire details. It checks the reply and existing accounts before creating the work account. It updates the profile and sends sign-in instructions to the candidate's personal email.

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monday.com
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Zoom
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Microsoft Office 365
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Made for your industry

Create Work Account is made for businesses in these industries.

Made for your role

Create Work Account is made for people in these roles.

Made for your department

Create Work Account is made for people in these departments.

How Create Work Account works

5 steps, in order, on every run.

  1. Check the offer acceptanceMatch the sender to the approved personal email and confirm a clear acceptance. Return unclear or conditional replies to the coordinator.
  2. Find existing accountsSearch by work email and employee ID. Stop and report any matching account to the coordinator for review.
  3. Create the work accountUse the approved hire details and require a password change at first sign-in. Stop if required details or permissions are missing.
  4. Update the employee profileMark the profile as account created and keep the work email and employee ID on it. Leave onboarding incomplete if setup fails.
  5. Send sign-in instructionsSend the console's welcome email to the approved personal address. Report a failed send and leave onboarding incomplete.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com, Zoom or Microsoft Office 365.

5 tools
Set your rules
  • Grant the Agent user-management permission in the organization's account administration console and access to the approved organizational unit and domain.
  • Create an employee-profile custom field for onboarding status, and decide which team members can view it.
  • Tell the hiring coordinator to supply the original acceptance email, the candidate's approved personal email, full name, employee ID, department, intended work email, and any required start-date or organizational-unit details with each request.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Create Work Account:

What does my coordinator need to provide?

Your coordinator supplies the original acceptance email and approved hire details, including personal and work addresses, with every request.

What happens if the offer reply is unclear?

Your coordinator reviews unclear or conditional replies before account creation. They also review replies from an address that differs from the approved personal email.

Will this create a second account for the same hire?

No. Your coordinator gets any account found under the work email or employee ID for review. No new account or credentials go out.

What do I need to set up first?

You grant user-management access and choose the domain and organizational unit. You also set up an onboarding status field and choose who can view it.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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