AI-Agents for Onboarding Coordinators working with Microsoft Office 365

Every one is ready to run, and you can adjust it in plain language.

Send New Hire Packet

Send the right welcome packet to each hire and flag forms to sign.

Your new hire's welcome packet PDF goes out after a check, and HR gets the send details and forms needing signatures.

Works with8 tools
Send Orientation Packet

Send confirmed orientation details and packet files to each new hire.

Your new hire gets the packet and arrival details once your team confirms orientation. HR sees what went out and which forms need signatures.

Works with14 tools
Send New Hire Packets

Send new hires their approved files and list forms needing signatures.

Your new hire packets go out after HR approval, with a receipt showing what you sent and which forms still need signatures.

Works with10 tools
Assemble Driver Packet

Gather approved driver forms into a private new-hire packet.

Your truck driver new hire packet comes together in a private folder, with the signature list waiting in your HR chat.

Works with10 tools
Assemble New Hire Packets

Prepare a printable first-day packet and share its link with HR.

Get a printable new hire packet PDF in your HR chat, with your chosen forms in order and every page checked before you send it.

Works with12 tools
Add Colleagues to Channels

Show which approved channels each new hire joined and which need follow-up.

Give new colleagues the channel access their onboarding checklist calls for, with a clear list of what worked and what needs your attention.

Works with8 tools
Prepare New Hire Packet

Prepare a packet folder and flag gaps before the hire receives it.

Get a private packet folder when files are available, plus a task showing any gaps to fix before you share it.

Works with10 tools
Create Work Accounts

See each approved hire's sign-in and setup status on the roster.

Keep your start-date roster current with new hires' work addresses, access status, and any setup issues your coordinator needs to resolve.

Works with7 tools
Prepare New Hire Packets

Build each new hire's packet and track forms awaiting signatures.

Your new hire gets welcome, benefits, and setup documents matched to their details. HR gets a private record of delivery and signatures needed.

Works with4 tools
Set Up Work Email

Put each new hire's work address and access status on the request.

You see whether your new hire already has a mailbox before another account gets created, with the address and next step on the request.

Works with5 tools
Create Work Email

Confirm whether a new hire's work email is ready.

Get a new hire's work email address without duplicate accounts or unanswered mailbox setup issues.

Works with5 tools
Check New Hire Accounts

Show each approved hire's work address and account status on the roster.

Your hire roster shows the right work account address and status, whether an account already exists or needs to be created.

Works with7 tools
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