Onboarding buddy
You’ll build an agent that greets new hires, collects their details through a form, and sends scheduled onboarding emails over their first weeks.
The plan
- Create the onboarding agent
- Build a new-hire intake form
- Give it an email address to send from
- Trigger and schedule onboarding touchpoints
Step 1 — Create the agent
Create an agent in Agents. In System instructions, set a warm, helpful tone and define the onboarding milestones it owns.
Step 2 — Build an intake form
Use the Interfaces tab and the form schema builder to collect name, role, start date, and team so the buddy can personalize messages.
Step 3 — Give it an inbox
Publish the agent and add agent mail so it can email new hires and reply to their questions.
Step 4 — Time the touchpoints
Use a trigger for the day-one welcome and recurring tasks for the week-one and week-two check-ins. Test from the builder preview.