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Assemble New Hire Packets

Gather the right pages and flag gaps for accepted hires

Use this Agent instantly or customize it - no programming needed

Assemble an accepted hire's packet
Reads
  • Hire request
    Hire request

    Your HR colleague names the accepted hire and provides the details needed to choose a packet.

  • Packet checklist
    Packet checklist

    Your approved checklist sets the required pages, versions, and order for each hire.

  • Approved template PDFs
    Approved template PDFs

    Your HR team uploads the current template PDFs directly to the private chat.

  • Hire-specific pages
    Hire-specific pages

    Your HR colleague can attach pages for this hire directly to the request.

HR chat
HR chat

Your HR chat holds HR's packet requests, approved pages, and private replies.

HR chat
Are any required hire details missing?YesNo
Ask HR for the missing details in the request thread
Writes
  • Missing hire details request
    Missing hire details request

    Your HR colleague gets a thread reply asking for the details needed to choose pages.

Does the checklist lack a rule for this role or location?YesNo
Ask HR to choose the packet contents in the request thread
Writes
  • Packet contents request
    Packet contents request

    Your HR colleague gets a thread reply asking them to choose contents when no rule applies.

Check versions and remove duplicate or outdated pages
Assemble available pages and reply with the packet check
Writes
  • Packet PDF
    Packet PDF

    Your request thread receives the available approved pages combined in checklist order.

  • Contents checklist
    Contents checklist

    Your request thread shows which required pages are included or still outstanding.

  • Outstanding items
    Outstanding items

    Your HR colleague sees which required pages are missing, outdated, or unreadable.

This Agent waits for an authorized HR request in your private chat. It matches the hire to your packet checklist and gathers current pages. It replies with an assembled PDF and any missing items.

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Slack
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ClickUp
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Telegram
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Google Chat
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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. Check the HR requestConfirm the sender and accepted offer, then read the hire details and attachments. Ask HR for missing details before choosing pages.
  2. Match the packet checklistMatch the hire's role, location, and employment type to your packet checklist. Ask HR to choose contents when the checklist has no rule.
  3. Gather current pagesPull the required PDF templates from your private HR chat. Flag missing, unreadable, or outdated pages for HR.
  4. Assemble the packetRemove duplicate or outdated pages, then combine available PDFs in checklist order. Leave forms blank and unsigned.
  5. Return the packet and checklistUpload the PDF in the request thread. Mark included pages and list anything HR still needs.

How to Get Started

Connect your tools

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

5 tools
Set your rules
  • Create a private HR packet chat space, add only authorized HR staff and the Agent, and designate its request thread convention.
  • Upload an HR-approved contents checklist to the private chat space and identify its message; it maps role, location, and employment type to required pages, order, and version labels.
  • Upload the approved template PDFs directly to that space and identify the message containing each current version; replace these references when HR updates a page.
  • Specify which HR senders may request packets and which hire details each request must include: name, accepted-offer status, role, location, employment type, and start date.
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 first?

Choose a private HR chat and who may request packets. Add your contents checklist and current PDF templates to that space.

Can it decide what belongs in a new hire packet?

Your HR checklist defines the contents by role, location, and employment type. If it has no rule for a hire, HR chooses the pages.

What happens when a required page is missing?

Your request thread gets the available pages and a list of gaps. HR can supply missing or updated pages before sharing the packet.

Can it use pages linked from another file store?

Upload templates directly to the private chat space. If a required page exists only as an external link, the reply lists it as outstanding.

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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