The reality of employee onboarding today
New hires are exciting — until you realize how much manual work they create. The onboarding process is a coordination nightmare: Teams struggle with:
IT gets requests via email and Slack DMs — things get missed
HR manually tracks who's done what in spreadsheets
New hires show up and their laptop or accounts aren't ready
Team introductions happen inconsistently or not at all
How this flow looks in Triform
In this setup, your HRIS stays the single source of truth. Whenever someone is marked as hired, Triform creates a personalized checklist, provisions accounts, sends welcome communications, and tracks completion — all automatically coordinated.
Integrations used in this flow
BambooHR
Streamline onboarding workflows, automate offboarding checklists, and keep employee data in perfect sync.
Notion
Extract tasks from meeting notes, sync project status across tools, and generate reports as Notion pages.
Gmail
Draft context-aware email responses, auto-categorize messages, and trigger workflows from inbox patterns.
Slack
Trigger workflows from messages, approve requests with buttons, and build knowledge bots for your team.
Start from a single prompt
Describe your full workflow in one go and let Triform design the flow with you.
Example prompt for this automation
Where this automation fits
Orchestrated onboarding at any scale
Whether you're hiring 1 person or 50, the process runs the same way. Every new hire gets the same great experience. This means:
- Zero coordination overhead for HR and IT
- New hires are productive from day one
- Complete audit trail of who did what and when
From chaotic checklists to smooth orchestration
Connect your HRIS (BambooHR, Rippling, or similar)
Define your role-based checklist templates
Connect IT systems for account provisioning
Set up welcome email templates and Slack channels