Give every new hire or customer a guided start with agents that handle the busywork of onboarding. One agent builds a personalized plan, another answers questions, and a third tracks completion so no step slips through.
What's Included
- Planner agent: Generates a role-specific or product-specific onboarding checklist.
- Q&A agent: Answers common setup questions using persistent memory of your docs.
- Progress tracker: Updates status and nudges on stalled steps.
- Handoff routing: Escalates blockers to a human owner when needed.
How To Use
- Clone the workflow and add your onboarding steps and resources.
- Connect email, chat, or your HR tool through Taskade integrations.
- Trigger the planner agent when a new person is added.
- Monitor the shared board and approve completion as milestones are met.
Extend it with ready-made AI apps or explore more flows on agentic workflows automations.