Save 4 hours per new hire and cut onboarding setup time from a full day to under 10 minutes.
~1 hr
Saved / wk
Medium
Setup
No AI
AI
When you add a new hire to your system, this automation builds a full onboarding checklist in Notion with every task already assigned and due dates set. Your new employee gets a welcome message with a link to their checklist on day one. No more copying templates by hand or forgetting steps.
~1 hr
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Create a master onboarding checklist template in Notion with all required tasks and role-based sections.
Step 2: Open Make (an automation tool that connects apps) and create a new scenario.
Step 3: Set the trigger to watch a Notion database or a form submission for new employee records.
Step 4: Add a Make action to duplicate your Notion template and rename it with the new hire's name and start date.
Step 5: Add a second Make action to send the new hire an email or message with a direct link to their checklist.
Step 6: Test with a sample employee record and confirm the checklist appears correctly.
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See PlansCognito Forms is an online form builder that lets you create anything from simple contact forms to complex multi-page workflows with conditional logic, calculations, and payment collection — all without writing code. You drag and drop fields, set up rules for which sections appear based on answers, and embed the form on your website. The platform handles payment processing through Stripe, Square, or PayPal right inside your forms. Repeating sections let respondents add multiple items dynamically. Free tier includes unlimited forms with 500 entries/month. Paid plans start at $15/month.
Notion is an all-in-one workspace where your team can write notes, track projects, build databases, and share knowledge — all in one place. Instead of juggling separate apps for documents, project boards, and wikis, Notion puts everything under one roof. Over 100 million people use it, from solo freelancers to large companies. The free plan is generous. You get unlimited pages, a calendar, email, basic forms, and databases at no cost. When your team grows, the Plus plan starts at $10 per member per month and adds collaboration features. Notion also includes built-in AI that can search across your workspace, write drafts, summarize long documents, and fill in database fields automatically — saving you hours of manual work each week. Where Notion really shines is flexibility. You can mold it into almost anything: a CRM, a content calendar, a hiring tracker, or an internal wiki. It connects with about 197 other apps, including two-way syncing with tools like Jira, GitHub, and Asana. If your business needs one hub to organize everything, Notion is a strong contender.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.
