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Assemble New Hire Packets

Build printable packet PDFs from HR requests and selected forms

Use this Agent instantly or customize it - no programming needed

Assemble and deliver a checked new hire packet
Reads
  • New hire packet request
    New hire packet request

    Your HR coordinator provides the hire's name, work location, employment type, and start date in chat.

  • Packet checklist
    Packet checklist

    Your checklist names the approved forms and instructions for each location and employment type in order.

  • Approved packet PDFs
    Approved packet PDFs

    Your source folder holds the current forms and instructions needed to build the packet.

HR chat tool
HR chat tool

Your HR chat tool receives packet requests and sends links or specific issues in the same conversation.

HR chat tool
File storage tool
File storage tool

Your file storage tool holds approved source PDFs and stores finished packets in an HR-only folder.

File storage tool
Is a required hire detail missing?YesNo
Ask HR for the missing detail
Writes
  • Packet issue reply
    Packet issue reply

    Your HR coordinator gets a chat reply explaining what needs attention before the packet can go out.

Is a required approved source missing, duplicated, or unclear?YesNo
Tell HR which source needs attention
Writes
  • Packet issue reply
    Packet issue reply

    Your HR coordinator gets a chat reply explaining what needs attention before the packet can go out.

Combine the PDFs in order, add a cover page, and inspect every page
Is any required page missing, blank, cut off, sideways, or unreadable?YesNo
Tell HR which file or page failed
Writes
  • Packet issue reply
    Packet issue reply

    Your HR coordinator gets a chat reply explaining what needs attention before the packet can go out.

Can the checked PDF not be stored or linked in the HR-only folder?YesNo
Tell HR the packet is delayed
Writes
  • Packet issue reply
    Packet issue reply

    Your HR coordinator gets a chat reply explaining what needs attention before the packet can go out.

Store the checked PDF and send HR its link and contents
Writes
  • New hire packet PDF
    New hire packet PDF

    Your HR-only folder holds one printable PDF with the required forms, instructions, and cover page.

  • Packet link and contents
    Packet link and contents

    Your HR coordinator gets the finished PDF link and a list of included files in the same chat.

This Agent waits for your new hire packet request in HR chat. It assembles forms from your checklist and checks every PDF page. It stores the packet in your HR folder and replies with its link.

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Slack
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Google Drive
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ClickUp
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Zoom
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Telegram
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Google Contacts
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Dropbox
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OneDrive
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Google Chat
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Microsoft SharePoint
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Microsoft Office 365
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Chatwork
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Made for your industry

Assemble New Hire Packets is made for businesses in these industries.

Made for your role

Assemble New Hire Packets is made for people in these roles.

Made for your department

Assemble New Hire Packets is made for people in these departments.

How Assemble New Hire Packets works

5 steps, in order, on every run.

  1. Read the HR requestRead the hire details in your HR chat request. Ask for missing details before selecting forms.
  2. Select forms for the hireUse your checklist to select forms for the hire's location and employment type. Tell HR if a source needs attention.
  3. Build the printable PDFOrder the forms by your checklist. Add a cover page with the hire's name and start date.
  4. Check every packet pageCheck every rendered page and compare forms with your checklist. Flag missing or unreadable pages for HR.
  5. Share the finished packetStore the checked PDF in your HR-only folder. Reply in HR chat with its link and a contents list.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or ClickUp.

12 tools
Set your rules
  • Choose the HR chat where authorized coordinators can request packets and where the Agent can reply privately.
  • Choose the folder of current, approved PDF forms and instructions and the HR-only folder for finished packets.
  • Provide a checklist that maps work location and employment type to the required file names and their order; include any fixed welcome and setup instructions.
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 Assemble New Hire Packets:

What do I need to set up?

You choose where HR requests packets and where the PDFs live. You also provide the form checklist and HR-only output folder.

What if a page is unreadable?

HR gets the page and source file that need attention. The Agent won't call the packet ready.

Who sends the packet to the new hire?

Your HR team reviews and sends the packet to the hire. You choose the HR-only folder for storage.

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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