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Draft New Hire Packets

Draft new hire packets from manager ideas and flag first-day gaps

Use this Agent instantly or customize it - no programming needed

Draft a new hire packet from manager ideas
Reads
  • Manager's packet request
    Manager's packet request

    Your message gives the Agent first-week ideas and any known hire details.

  • Approved packet materials
    Approved packet materials

    Your approved packet catalog includes text, links, and rules for choosing materials.

  • First-day checklist
    First-day checklist

    Your checklist sets the first-day details to confirm, such as arrival plans and equipment pickup.

Onboarding chat
Onboarding chat

Your onboarding chat delivers packet requests and sends drafts back to the same manager conversation.

Onboarding chat
Pull out the hire details and first-week ideas
Is the hire's role, location, or employment type missing?YesNo
Reply with a universal packet draft and questions about the hire
Writes
  • Packet draft
    Packet draft

    Your draft collects the approved materials that fit this hire.

  • Missing details
    Missing details

    Your manager sees unanswered first-day questions and any hire details needed for conditional materials.

  • Items for review
    Items for review

    You can review ideas that fall outside your approved packet materials.

Reply with a tailored packet draft and open questions
Writes
  • Packet draft
    Packet draft

    Your draft collects the approved materials that fit this hire.

  • Missing details
    Missing details

    Your manager sees unanswered first-day questions and any hire details needed for conditional materials.

  • Items for review
    Items for review

    You can review ideas that fall outside your approved packet materials.

This Agent reads a manager's chat request for an accepted hire. It matches known hire details to your packet materials. You get a draft in chat with first-day gaps to confirm.

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Slack
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ClickUp
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Zoom
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Telegram
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Google Chat
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Chatwork
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Made for your industry

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

Made for your role

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

Made for your department

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

How Draft New Hire Packets works

4 steps, in order, on every run.

  1. Read the manager's ideasIdentify the hire's details and first-week ideas from the manager's message. Flag missing details.
  2. Select packet materialsMatch known hire details to the materials and rules you provide. Hold unapproved ideas for review.
  3. Draft the packetArrange the selected text and links into a draft. Mark missing or conflicting first-day plans for confirmation.
  4. Reply for reviewReply in the manager's direct message with the draft. List missing details and ideas needing review.

How to Get Started

Connect your tools

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

6 tools
Set your rules
  • Add the Agent to the managers' onboarding chat and ask managers to send packet ideas by direct message with the accepted hire's role, work location, employment type, and any known start date and first-day plans.
  • Provide the approved welcome text, benefits overview, setup instructions, and required form titles or links, with rules for which roles, locations, and employment types receive each item.
  • Set the first-day details to check, such as start date, arrival time, office address or remote joining instructions, first-day contact, and equipment pickup.
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 Draft New Hire Packets:

What goes into the new hire packet?

You provide the welcome and setup materials, plus any benefits or forms your team uses. You choose which hires receive each item.

Can it draft a packet without every hire detail?

Yes. You get materials you mark as universal. The manager can confirm missing hire details before the draft includes conditional items.

What if first-day details are missing or conflict?

The draft labels the gaps and asks the manager to confirm them. You choose which first-day details the Agent checks during setup.

Will it send the packet to the new hire?

No. The manager receives a review draft in chat. A person decides when to share the final materials with the hire.

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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