Employee Onboarding Workflow
New hire signed → accounts, docs, 30-day plan shipped. Replaces BambooHR $99.
The problem
BambooHR ($99-189/mo base + $12/seat) handles HR tables but leaves IT/ops onboarding manual. First day = 3-4 hours of owner time provisioning Slack, Google, password managers, sending handbook.
What changes
New hire signed → agent provisions Google Workspace, Slack, 1Password, GitHub; emails day-1 schedule; books manager 1:1s; ships handbook; 30/60/90-day check-in calendar events; posts welcome in #general.
A day in the life
What this agent actually does.
- 1
Offer accepted at 4pm Friday → agent kicks off 12-step onboarding runbook
- 2
By Monday 8am: accounts live, laptop ordered (agent emailed IT), intro thread posted
- 3
Day 30: agent auto-prompts manager for check-in feedback, logs retention signals
Works with
Connect to the tools you already use.
Bundles with
Pairs naturally with these skills.
Receipt & Expense Triage
Photo to categorized QBO entry in 30 sec. Replaces Dext $24/mo + bookkeeper time.
Replaces
Dext $24/mo + Expensify $25/mo + $160/mo bookkeeper triage
Client Weekly Report Builder
Pulls GA4 + Google Ads + SEMrush into a branded PDF every Monday. Replaces AgencyAnalytics $249/mo.
Replaces
AgencyAnalytics $249/mo + 10 hrs/wk account manager time
Deposition & Document Summarizer
1,000-page depo to 5-page timeline in 20 min. Replaces Everlaw $189/seat.
Replaces
Everlaw $189/seat x 5 = $945/mo (or CaseText CoCounsel $225/seat)
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