Automation Workflows
Automate onboarding for employees and customers
Step Types
Templates, notifications, contracts, and learning
📋
Automation Templates
Create reusable onboarding workflows for employees and customers
🔔
Notification Steps
Send welcome messages via email, push notifications, or in-app
📝
Contract Steps
Automatically assign contracts that need signatures
📚
Learning Steps
Enroll new people in training courses automatically
📋
Create reusable onboarding workflows for employees and customers
- ✓Build templates with multiple automation steps
- ✓Target employees OR customers per template
+3 more...🔔
Send welcome messages via email, push notifications, or in-app
- ✓Customizable notification title and message
- ✓Choose notification type: info, action, reminder, alert
+3 more...📝
Automatically assign contracts that need signatures
- ✓Select from your existing contract templates
- ✓Set due date in days after trigger
+3 more...📚
Enroll new people in training courses automatically
- ✓Select courses from your learning catalog
- ✓Set completion due date in days
+3 more...Workflow Features
Tasks, meetings, triggers, and tracking
✅
Task Steps
Create tasks for IT setup, HR paperwork, or manager check-ins
📅
Meeting Steps
Schedule onboarding meetings, orientations, and team intros
⚡
Trigger Points
Steps run on invite or after registration completes
📊
Execution Tracking
See what automations ran and their completion status
Create tasks for IT setup, HR paperwork, or manager check-ins
•Custom task title and description
•Set due date in days after trigger
+3 more...Schedule onboarding meetings, orientations, and team intros
•Set meeting title and description
•Configure duration in minutes
+3 more...Steps run on invite or after registration completes
•On Invite: Runs when person is first invited
•On Join Company: Runs after they complete registration
+3 more...See what automations ran and their completion status
•View all executions per person
•Track step-by-step completion
+3 more...Complete Feature Set
Everything included in the automations module
✓Create unlimited automation templates
✓Target employees or customers separately
✓Step types like notifications, contracts, learning courses, tasks, and meetings
✓Triggers including on invite and on join company
✓Set default template per target type
✓Filter by department and position
✓Track execution status and errors
✓Clone templates for quick variations
✓Enable/disable individual steps
✓Set step priority levels
Included in the platform
Full automation system. Unlimited templates, steps, and executions.