This automation creates a personalized onboarding workspace in Coda (a connected doc and database tool) for every new employee, pre-filled with their role, team, and a 30-60-90 day plan. The new hire and their manager both get access automatically. You stop rebuilding the same document from scratch every time someone joins.
Create a master onboarding template in Coda with sections for role overview, tools access, 30-60-90 day goals, and key contacts.
Use ChatGPT (via Make) to auto-generate a role-specific 30-60-90 day plan based on the job title entered in the intake form.
Open Make and set a Cognito Forms submission as the trigger for a new hire.
Add a Make action to copy the Coda template and insert the new hire's name, role, start date, and AI-generated plan.
Add a Make action to share the new Coda doc with the new hire's email and their manager's email.
Test the full flow with a sample submission and review the generated Coda doc for accuracy.
Create a free account to get the steps written out for your tools, click by click.
Create a free accountCut the time you spend preparing onboarding documents and give new hires a clear 90-day roadmap on day one.
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