AI-Agents for People Operations Managers in Document Filing working with Microsoft Office 365

Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.

Send New Hire Packet

Report confirmed packet sends and forms needing signatures for each hire.

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

Keep packet delivery and outstanding signatures visible in the HR chat.

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

Report which approved files went to each hire and which forms need signing.

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 New Hire Packets

Check packet completeness before the team sends new hire paperwork.

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
Prepare New Hire Packet

Organize approved hire packets and surface gaps for owner review.

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

Works with10 tools
Prepare New Hire Packets

Keep new-hire packets aligned with approved role and location rules.

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
File Signed Staff Agreements

Receive the locations of both final files for each staff agreement.

Your signed staff agreements stay with their signing proof in the right employee folder. Your people team gets both file locations by email.

Works with
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