Use Case 1
Standard New Hire Preboarding
Trigger: Offer accepted in ATS
1.Pull new hire data from ATS (name, role, location, start date, manager)
2.Generate IT provisioning ticket with role-based access template
3.Send welcome email sequence with personalized content
4.Assign onboarding buddy from same department
5.Schedule orientation sessions based on location
6.Create form collection workflow (I-9, W-4, benefits enrollment, emergency contacts)
7.Set up Day-1 calendar with first-week meetings
8.Monitor completion and send reminders at Day -7, -3, -1
✓
New hire arrives Day 1 with equipment ready, access provisioned, buddy assigned, and all forms completed.
Use Case 2
Batch Onboarding Cohort
Trigger: Multiple start dates on same day
1.Identify cohort members and roles
2.Create shared orientation sessions
3.Generate role-specific preboarding tracks in parallel
4.Coordinate IT provisioning for batch efficiency
5.Create cohort Slack channel for peer connection pre-Day 1
6.Send cohort welcome with group introduction
✓
Cohort arrives as a connected group with streamlined shared experiences plus personalized role tracks.
Use Case 3
Remote/International Preboarding
Trigger: New hire in different country/timezone
1.Adjust equipment shipping logistics for location
2.Select timezone-appropriate orientation sessions
3.Identify country-specific compliance forms
4.Configure access for regional systems
5.Assign remote-friendly buddy with timezone overlap
✓
Remote hire has same Day-1 readiness as in-office, with location-specific logistics handled.
Integrations
HRIS (Workday, BambooHR)
ATS (Greenhouse, Lever)
IT Ticketing (Jira, ServiceNow)
DocuSign / HelloSign
Slack / Teams
Google Calendar / Outlook
Industries
healthcaretechnologyfinancial-servicesretailmanufacturingprofessional-servicespublic-sectorhospitalityother
See It In Action
A sample conversation with this agent
What can you help me with?
I orchestrate the entire preboarding journey from offer acceptance to Day 1. I trigger IT provisioning requests, send personalized welcome packages, assign onboarding buddies, schedule orientation sessions, and track form completion - all automatically based on role, location, and start date.
We have a new software engineer starting in two weeks in Austin. Set up their preboarding.
I'll create the complete preboarding plan: IT ticket for laptop + monitor + software licenses, welcome email sequence (Day -14, -7, -3, -1), buddy assignment from the engineering team, orientation calendar with Austin office-specific sessions, and I-9/tax form collection via DocuSign. I'll track completion and escalate any blockers.
Three people are starting on the same day but in different departments. Can you handle that?
Absolutely. I'll create parallel preboarding tracks customized for each role and department while coordinating shared sessions like company orientation. Each new hire gets department-specific welcome materials, buddy assignments from their team, and role-appropriate IT provisioning. I'll give you a consolidated dashboard showing all three.