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Recruiting

AI Onboarding Assistant

Guide new hires or clients through onboarding.

Makes onboarding feel polished and effortless. Walks new hires or clients through every step, collects required information, answers common questions, tracks completion, and notifies your team when each milestone is hit.

Send remindersCollect missing informationAnswer questionsTrack customer status
Estimated time saved
4–10 hours/week

What this AI employee does

  • Send reminders
  • Collect missing information
  • Answer questions
  • Track customer status

Daily workflow

  1. 01New onboarding triggered (hire, client, etc.)
  2. 02Sends step 1 with instructions
  3. 03Collects responses, answers questions
  4. 04Sends reminders for incomplete steps
  5. 05Notifies team when each milestone complete
  6. 06Generates final onboarding summary

Sample proof log

Demo workflow proof
  • 9:00 AMNew client onboarding started — Acme Corp
  • 9:01 AMStep 1 sent with welcome packet
  • Day 2Collected required documents
  • Day 5Onboarding complete — team notified

What gets tracked

Onboarding steps completed
Reminders sent
Missing items flagged
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Help screen and coordinate candidates.

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Starts at$599/mo
6–15 hours/week

Ready to put the AI Onboarding Assistant to work?