Cut onboarding document prep from 2 hours to 5 minutes and give new hires a clear 90-day roadmap on day one.
~2 hrs
Saved / wk
Medium
Setup
AI-Assisted
AI
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.
~2 hrs
Saved / Week
Some setup required
Setup Complexity
AI Status
Connector
Step 1: Create a master onboarding template in Coda with sections for role overview, tools access, 30-60-90 day goals, and key contacts.
Step 2: 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.
Step 3: Open Make and set a Cognito Forms submission as the trigger for a new hire.
Step 4: Add a Make action to copy the Coda template and insert the new hire's name, role, start date, and AI-generated plan.
Step 5: Add a Make action to share the new Coda doc with the new hire's email and their manager's email.
Step 6: Test the full flow with a sample submission and review the generated Coda doc for accuracy.
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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.
ChatGPT is an AI-powered assistant built by OpenAI that helps you write content, answer questions, analyze data, generate images, and automate everyday tasks through a conversational interface. It works on web, desktop, and mobile, and connects with 60+ business apps on its Team and Business plans. The free plan handles basic writing and research. The $20/month Plus plan unlocks image generation (DALL-E), video creation (Sora), deeper reasoning, file analysis, and Deep Research mode for multi-source reports. Over 300 million people use ChatGPT weekly. Custom GPTs let you build mini AI apps tailored to your specific workflows.
Coda is a doc-meets-database-meets-app platform that lets you build custom workflows inside a familiar document interface. You can create interactive buttons, tables, and automations — like a button that sends a Slack message or updates a Jira ticket — turning static documents into working tools your team actually uses. Packs (integrations) connect Coda to Slack, Jira, Google Calendar, GitHub, Salesforce, and 600+ other tools. Templates give you pre-built solutions for OKR tracking, meeting notes, product roadmaps, and more. Coda AI helps generate formulas, summarize content, and draft text inside your docs. Free tier available for individuals and small teams.
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.
