This is an example template of how you can use Automations to streamline your Customer Onboarding processes.

Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent.

We designed this template to facilitate the complete onboarding process using Automations to reduce the workload for you, your team, and your client.

Each automation has its own set of actions and triggers, which you can learn about in these help articles:

Important: You'll need to ensure you have an account set up with these tools to enable automations.

Let's get started!

Record employee details

Notify teams (Slack)

Completing this task notifies the office of our new colleague
starting work today, via the Slack #general channel

Identify required training materials

  • 1
    Employee training manual (General)
  • 2
    Phone system manual
  • 3
    Health & Safety in the workplace manual
  • 4
    Other role specific manuals

Set up workspace

  • 1
  • 2
    Office chair
  • 3
    Filing cabinet
  • 4
  • 5
    Desktop computer
  • 6
    Extra monitors
  • 7
  • 8

Prepare shared office equipment

Instruction manuals can be found at each station

  • 1
  • 2
  • 3
    Fax machine

Guide around cafeteria & rec room

  • 1
    Cafeteria guide
  • 2
    Rec room guide

Assess parking requirements

Line Manager Approval:

Will be submitted for approval:
  • Identify required training materials
    Will be submitted
  • Set up workspace
    Will be submitted
  • Prepare shared office equipment
    Will be submitted
  • Guide around cafeteria & rec room
    Will be submitted
  • Assess parking requirements
    Will be submitted


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