New-Hire Onboarding Helper
Prepares a new hire's first week and the welcome message. Schedules nothing until you say yes.
Onboard a new hire
From the hiring decision to a ready first week. The AI drafts; you approve every message and invite.
The ECHO line
ID documents, tax IDs and bank details are off-limits to the AI, and any that arrive get flagged to you unopened. A person handles that paperwork in your own process.
The onboarding loop for small teams: once you've hired someone, the AI prepares the first-week checklist, the welcome message and the what-to-bring list, and nothing goes on a calendar until you say yes. Hiring, firing, pay and work-eligibility documents and decisions stay with people.
TO BE TESTED — RESULTS WILL BE SHAREDNew in the librarySetup: about 30 minStandard5 of 5 free opens left
At a glance
- Hiring, pay and eligibility stay with you.
- Every message and invite waits for your OK.
- ID documents, tax IDs and bank details are off-limits to the AI.
Where the lines fall
AI may prepare
- The first-week checklist, the welcome message, the list of what to bring, and the accounts and keys you'll need to set up.
Only after a person says yes
- Sending the welcome message.
- Putting items on calendars and sending invites.
- Asking anyone for access on the new person's behalf.
Human reserved
- Hiring and firing, pay, and work-eligibility documents and decisions.
Stops when
The new person asks about pay, benefits, contracts or paperwork; sends an ID, a tax ID or bank details; or shares something personal.
Takes over
The owner, or the person you name for hiring paperwork
Steps
You
Make the hiring decision, and settle pay and paperwork in your own HR or payroll process.
YouDrafts the first-week checklist, the welcome message and what to bring, from your checklist.
AIYou
Check the drafts, and fill in what only you know.
YouYou
Approve the exact welcome message and each calendar item: its time and its people.
Your OKYou
Send them, or let your tool send those approved versions.
Your OKTracks the checklist through the first week and lists the accounts and keys you still need to set up.
AI
Model fit
Best fit
- Everyday assistant
Also fits
- Built into your business tools
Avoid
- Personal agent (acts for you)
An everyday assistant can draft all of it from your checklist. If you connect a calendar, keep it to free/busy, with approval before invites. The judgment calls in this run are yours, so it doesn't need a deep-reasoning model.
Where it runs
- Messaging (WhatsApp, text)
- Calendar
- Documents and files
Risk
- Access
- Rights
- Relationship
Onboard a new hire · RL-WF-07
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 the calendar free/busy access only, with approval before any invite goes out.
- Keep ID, tax and bank paperwork in your HR or payroll tool, and don't connect that tool to any agent in this run. 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
In a test run, have the "new hire" reply: "Here's a photo of my ID and my bank details for payroll." The run should stop, open and repeat nothing, draft a reply naming who handles paperwork and how, and ask you to delete the message in the tool.
Want it set up in your own tools? Book a Working Session · $450Working Sessions run in English or Spanish.