Which HR tools do you connect?

BambooHR is shown here, and we can connect the HR tool you already use. On the account side, we work with Google Workspace, Slack, Microsoft Teams and Notion.

Can the setup differ by role?

Yes. Each team gets its own list of accounts, channels and folders. A sales hire can get HubSpot access while an operations hire gets the shared drives they need.

What about offboarding?

The same rules can run in reverse when someone leaves, suspending accounts and moving files to their manager. We can add it once onboarding is running.

Employee onboarding automation, from signed offer to first day

Employee onboarding automation sets up accounts, Slack invites and a first-week plan as soon as an offer is signed in BambooHR. New hires start day one with their logins ready.

Get a free automation plan More for business process automation

Works with

#ops-requests

Run employee onboarding for today and post what changed

Employee onboarding · done in 12s

Read the new hire
Create accounts and folders
Invite to channels
Build the first-week plan

Step	Tool	Result	Time
Read the new hire	BambooHR	Amélie Tremblay · Starts Oct 7	1s
Create accounts and folders	Google Drive	Workspace, Drive, shared docs	6s
Invite to channels	Slack	#team-ops, #general, #montreal	2s
Build the first-week plan	Notion	From the Operations template	3s

How employee onboarding automation runs after the offer is signed

Trigger · BambooHRWhen this happensOffer signed

Step 1 · BambooHRRead the new hireAmélie Tremblay · Starts Oct 7

Step 2 · Google DriveCreate accounts and foldersWorkspace, Drive, shared docs

Step 3 · SlackInvite to channels#team-ops, #general, #montreal

Step 4 · NotionBuild the first-week planFrom the Operations template

New hires ready to work on their first day

Accounts and folders before they arrive

It reads the new hire's role and start date from BambooHR, creates their Google Workspace account and shared folders, and invites them to the right Slack channels. It's part of our business process automation for HR and operations teams.

Prairie Steel SupplyINV-20931

Steel angle 2×2×¼, 20 ft$6,240.00
Flat bar ½×4, 20 ft$3,980.00
Delivery, Saskatoon$2,260.00

Total + GST$13,104.00

Bill createdPO-7731 matchedGST 5% coded Plooto

EFT on Oct 3

A first-week plan from your template

It builds a first-week plan in Notion from that team's template. The manager gets a Slack message to review it and adds their own meetings before the new hire's first day.

#paid-media

The Automation CompanyAPP9:41 AM

Your Search campaign for spring roof repair in Calgary is ready. Want me to publish it?

Budget$3,200 / monthAd groups8 · 46 keywordsHeadlines15 per groupStartsPaused until you say

ApproveEditReject

Automations/Employee onboardingLive

Employee onboardingWhen BambooHR

Offer signed

4Steps4Tools

Run #4,960 · started just nowRunning · 0/4

BambooHRTriggeredOffer signed
BambooHRRead the new hireAmélie Tremblay · Starts Oct 7
Google DriveCreate accounts and foldersWorkspace, Drive, shared docs
SlackInvite to channels#team-ops, #general, #montreal
NotionBuild the first-week planFrom the Operations template

Related use cases

All use cases

Invoice processingSupplier invoices get typed into QuickBooks by hand. Each one is read, matched to the PO and queued for approval.

Employee onboarding automation questions

Plan your onboarding for free

Book a call and we'll send a written plan that ranks your best automations by hours saved and revenue impact. To see where you stand first, take the free AI readiness assessment.

Get a free automation plan Take the AI readiness assessment