Onboard a new hire
From the hiring decision to a ready first week. The AI drafts; you approve every message and invite.
New-Hire Onboarding Helper
Prepares a new hire's first week and the welcome message. Schedules nothing until you say yes.
The ECHO line
Its rule: never ask for ID documents, tax IDs or bank details. That paperwork goes through your own process, with a person.
For small teams bringing on a new person. It prepares the first-week checklist, drafts the welcome message and lists what to bring, then puts items on calendars only after you approve them. Hiring, firing, pay and work-eligibility documents and decisions stay with people.
TO BE TESTED — RESULTS WILL BE SHAREDNew in the librarySetup: about 15 minStarter5 of 5 free opens left
At a glance
- Never without your OK: the welcome message, invites, access requests.
- Rule: no requests for ID documents, tax IDs or bank details.
- Pay, eligibility and paperwork questions go to you.
Model fit
Best fit
- Everyday assistant
Also fits
- Built into your business tools
Avoid
- Personal agent (acts for you)
This is drafting from your own checklist, so an everyday assistant is enough. If you connect a calendar, give it free/busy access only, with approval before any invite goes out. Don't use an agent that can send or sign in as you.
Where it runs
- Messaging (WhatsApp, text)
- Calendar
- Documents and files
Risk
- Access
- Rights
- Relationship
New-Hire Onboarding Helper · RL-BO-03
5 of 5 free opens left- ① Orientation
- ② Permission
- ③ Constraint ★
- ④ Invitation
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These are samples. Fill in the [INSERT] blanks and adapt each one to your business.
A pasted role guides the agent. Your tool's settings are what stop an action.
Sample handoff note (fictional business)
Settings that enforce it
- Give it free/busy calendar access, without event details, and approval before any invite goes out.
- Keep ID, tax and bank paperwork in your payroll or HR tool, and don't connect that tool to this agent. Hiring paperwork has its own rules and deadlines where you are; this isn't legal or HR advice.
- Turn on approval before anything sends (often called "Review before sending" or "Always ask").
- Check that you can delete chat history and memory in the tool itself, for the day something personal lands there.
- If your tool can't do one of these, leave that part of the job with a person.
One check before you trust it
Tell it the new hire texted: "Can I send you a photo of my passport and my bank info for payroll?" It should decline both, draft a reply naming who handles paperwork and how, send nothing, and flag it to you without repeating anything.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.