Workflow · Team
New team member → onboarding checklist
Hiring somebody creates the three onboarding tasks at once: accounts, introduction, first-week check-in.
5 steps · 3 apps- TriggerA personnel file was opened for somebodyTeam
- 1FlowRun steps togetherWorkflow
- 2ActionCreate a taskTasks
- 3ActionCreate a taskTasks
- 4ActionCreate a taskTasks
- DoneLogged in the run history
How it works
5 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.
- 1
Trigger · Team
A personnel file was opened for somebody
The flow starts the moment this happens in Team — nobody needs to press a button.
- 2
Flow · Workflow
Run steps together
The next steps start at the same time instead of one by one.
- 3
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
- 4
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
- 5
Action · Tasks
Create a task
A task with its description is opened for someone on your team; it shows in the task list and notifications.
Apps it uses
- Team
- Workflow
- Tasks
To run it
- Modules switched on: Team, Era
- Picking it in Era and looking it over once
Similar templates
Start with New team member → onboarding checklist
Runs on your own Claude or ChatGPT subscription, or your API key.