Quick answer
Automated onboarding turns a checklist into a triggered workflow — accounts, intros, training tasks, and check-ins scheduled automatically from day one.
The trigger
New hire start date → provision task list, assign intro meetings, create week-1 checklist, schedule 30/60/90 check-ins.
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The checklist
Accounts/tools access, buddy assignment, first-week tasks, role docs, intro meetings, week-1 retro with manager.
Personal vs automated
Automate logistics; humans own the welcome — the buddy lunch and the ‘ask me anything’ hour don’t automate.
Iterate the template
Every new hire feeds improvements back into the checklist — onboarding is a product.
Bottom line
Automated onboarding turns a checklist into a triggered workflow — accounts, intros, training tasks, and check-ins scheduled automatically from day one.
FAQ
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