New hire onboarding checklist
Creates accounts checklist, welcome email and day-one tasks.
Workflow: Google Sheets trigger on new row (name, email, role, start date) -> create a task list in your project tool with role-specific onboarding steps -> draft a welcome email with first-week schedule -> schedule a reminder to the manager 1 day before the start date and a check-in on day 7.
Replace anything in <ANGLE BRACKETS> with your own details. Review outputs before letting an agent send, buy or delete anything.
Works with any agent
Steps
- Copy the prompt and fill in the parts in angle brackets.
- Paste it into whatever agent you already use: a chat assistant, a coding agent, an automation tool, or a script that calls any model API.
- Schedule it (on new row in hr sheet). Use the agent's own scheduler if it has one, otherwise run it from cron with the expression below.
- Give it only the access it needs (inbox, calendar, repo, sheet) and keep sends, purchases and deletes behind your approval.
- Review the first two runs, tweak the prompt, then let it run.
Optional for n8n users: import the workflow JSON. Connect credentials (Gmail, Google Sheets Trigger, OpenAI, Slack), replace placeholders (YOUR_PROJECT_TOOL_API, YOUR_SHEET_ID), test once, then activate.