Reduce onboarding task errors by 80% and save your HR team 3 hours per new hire.
~1 hr
Saved / wk
Medium
Setup
No AI
AI
When a manager fills out a new hire intake form, this automation creates a complete onboarding project in Todoist (a task management app) with every task assigned to the right person and sorted by week. Your HR team, IT team, and manager each see only their tasks. Nothing falls through the cracks.
~1 hr
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Build a new hire intake form in Cognito Forms with fields for name, role, start date, department, and manager.
Step 2: Open Make and create a new scenario with Cognito Forms as the trigger.
Step 3: Add a Todoist action to create a new project named after the new hire.
Step 4: Add multiple Todoist task actions — one for each onboarding step — and assign each to the right team member using the department field from the form.
Step 5: Set due dates on each task based on the start date (for example, IT setup due 3 days before start).
Step 6: Turn on the scenario and submit a test form to confirm all tasks appear in Todoist.
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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.
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.
