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How to Automate Employee Onboarding Workflows

· 2 min read
Harish
Harish
Founder @ FlowLogik

New employee starts Monday. IT needs to create accounts. HR needs to send paperwork. The manager needs to assign a buddy. And everyone's scrambling.

Let's fix that with automation.

The Manual Onboarding Problem​

A typical onboarding involves:

  1. Create email account
  2. Set up Slack access
  3. Add to relevant channels
  4. Send welcome email with first-day info
  5. Create tasks in project management tool
  6. Notify the team
  7. Schedule orientation meetings
  8. Prepare equipment

Each step requires someone to remember, and things slip through the cracks.

The Automated Solution​

With FlowLogik, trigger all onboarding tasks from a single form submission:

Trigger: HR submits new hire form
   ↓
Action: Create Google Workspace account
   ↓
Action: Invite to Slack workspace
   ↓
Action: Add to team channels
   ↓
Action: Send welcome email
   ↓
Action: Create onboarding tasks in Asana
   ↓
Action: Notify manager in Slack
   ↓
Action: Add to team calendar

Step-by-Step Setup​

Step 1: Create the Trigger Form​

In FlowLogik, create a form with fields:

  • Employee Name
  • Email
  • Start Date
  • Department
  • Manager
  • Role/Title

Step 2: Connect Your Apps​

Connect the apps you use:

  • Google Workspace / Microsoft 365
  • Slack
  • Asana / Monday / Notion
  • Calendar

Step 3: Build the Workflow​

Action 1: Create Email Account

{
  "email": "{{first_name}}.{{last_name}}@company.com",
  "name": "{{full_name}}",
  "department": "{{department}}"
}

Action 2: Slack Invite

{
  "email": "{{email}}",
  "channels": ["#general", "#{{department}}", "#new-hires"]
}

Action 3: Welcome Email

Subject: Welcome to {{company_name}}! 🎉

Hi {{first_name}},

We're excited to have you join us on {{start_date}}!

Here's what to expect:
- Your manager {{manager_name}} will greet you at 9 AM
- Orientation starts at 10 AM
- Lunch with the team at noon

See you soon!

Action 4: Create Onboarding Tasks Create a checklist for the new hire:

  • Complete HR paperwork
  • Set up 2FA on all accounts
  • Read company handbook
  • Meet with manager for 30-day goals
  • Schedule 1:1s with team members

Step 4: Add Manager Notification​

Send the manager a Slack DM with new hire details and their checklist.

Results​

Companies using automated onboarding report:

  • 80% faster onboarding completion
  • Zero missed steps with automated checklists
  • Better first-day experience for new hires
  • HR time savings of 2+ hours per hire

Try It Today​

Start Free with FlowLogik →

Automate your first onboarding workflow in under 15 minutes.

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