Save 3 hours/week on onboarding follow-ups and catch missed compliance tasks before they become a problem.
~3 hrs
Saved / wk
Advanced
Setup
No AI
AI
This automation pulls task completion data from your onboarding checklists into Metabase (a business dashboard tool) so you can see exactly where every new hire stands in real time. You get a single view showing who finished IT setup, who signed their paperwork, and who is behind. You stop sending 'did you finish this?' emails every week.
~3 hrs
Saved / Week
Professional setup recommended
Setup Complexity
No AI involved
AI Status
Step 1: Set up your onboarding checklist data in Coda (a connected doc and database tool) with columns for new hire name, task name, assigned owner, due date, and completion status
Step 2: Use Make to sync Coda task updates to a connected database or Google Sheet that Metabase can read
Step 3: Connect Metabase to your data source and create a new dashboard
Step 4: Build charts showing tasks completed vs. outstanding, grouped by new hire and department
Step 5: Set up a Metabase alert to email the HR manager when any task is more than 2 days overdue
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