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Send New Hire Welcome Packets

Send packet links and first-day plans in private team chat

Use this Agent instantly or customize it - no programming needed

Send the hire's welcome packet and update HR
Reads
  • Ready packet message
    Ready packet message

    HR's message gives you the packet link, first-day details, and forms awaiting signatures.

  • HR conversation
    HR conversation

    The private conversation shows where HR should receive your delivery update.

Team chat
Team chat

Your team chat receives HR's packet details and confirms the hire's private welcome message.

Team chat
Does HR's message lack anything needed to send the packet?YesNo
Ask HR for the missing details in the private chat
Writes
  • Missing details request
    Missing details request

    HR gets a private request naming the details needed before delivery can continue.

Can the hire's private chat not be opened?YesNo
Tell HR the hire's chat could not be opened
Writes
  • Delivery failure notice
    Delivery failure notice

    HR learns why the hire's welcome message could not be posted.

Send the packet link and first-day plan to the hire
Writes
  • Welcome message
    Welcome message

    The hire gets the packet link, first-day plan, and forms to sign in private chat.

Did the welcome message fail to post?YesNo
Tell HR the message did not post
Writes
  • Delivery failure notice
    Delivery failure notice

    HR learns why the hire's welcome message could not be posted.

Could the posted message not be read back?YesNo
Tell HR that posting could not be confirmed
Writes
  • Unconfirmed delivery notice
    Unconfirmed delivery notice

    HR learns that the message may have posted, but the Agent could not confirm it.

Confirm delivery to HR and list unsigned forms
Writes
  • Delivery update
    Delivery update

    HR gets posting confirmation, the packet contents, and the forms awaiting signatures.

This Agent reads HR's ready-packet message and checks for missing details. It sends the welcome packet link and first-day plan in private chat. It confirms the post and tells HR which forms need signatures.

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Slack
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ClickUp
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Zoom
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Google Chat
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Chatwork
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Made for your industry

Send New Hire Welcome Packets is made for businesses in these industries.

Made for your role

Send New Hire Welcome Packets is made for people in these roles.

Made for your department

Send New Hire Welcome Packets is made for people in these departments.

How Send New Hire Welcome Packets works

4 steps, in order, on every run.

  1. Check the ready packetRead HR's ready message for the hire's chat address and packet details. Ask HR for any missing information before sending.
  2. Send the welcome messageSend the packet link and first-day plan in the hire's private chat. Include the forms HR lists as unsigned.
  3. Confirm the message postedRead back the welcome message in the hire's chat. Tell HR if chat cannot post or confirm it.
  4. Update HR on deliveryReport the posting result, packet contents, and unsigned forms in HR's private chat. Say when delivery failed or confirmation was unavailable.

How to Get Started

Connect your tools

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

5 tools
Set your rules
  • Connect the authorized People Ops chat account and identify the private HR conversation where ready-packet messages are sent.
  • Agree that each ready-packet message includes the hire's name and active chat address, start date, packet link, a list of included documents, first-day instructions, and the forms that still need signatures.
  • Have HR share packet links with the hire before posting the ready message and state in that message that the link is ready for the hire.
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 Send New Hire Welcome Packets:

What does HR need to include in a ready-packet message?

You provide the hire's chat address, start date, and packet link. Add first-day instructions, a document list, and any unsigned forms. Confirm the hire can open the link.

What happens if details are missing or chat fails?

HR gets a request for missing details in the same private chat. If the welcome message cannot post, HR hears what failed and the packet stays unsent.

Does posting confirmation mean the hire read the packet?

No. Reading back the message confirms it exists in the hire's chat. It does not show whether the hire opened or read it.

Who prepares and shares the packet?

HR prepares the packet and shares its link with the hire before posting the ready message. You choose what documents and instructions to include.

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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