New Hire Onboarding Checklist

airtable

microsoft_teams

google_sheets

slack

Automate employee onboarding by creating tracking entries, setting up communication tools, and notifying relevant managers. Ensures every new hire starts with the right tools and context.

TL;DR

This runbook automates new employee onboarding by creating a record in Airtable, setting up team collaboration tools, and notifying the manager in Slack with a checklist.

Who is this for?

People Operations, HR teams, and hiring managers who want a reliable, repeatable way to get new hires ramped up quickly.

What problem does this solve?

Manual onboarding leads to missed steps, delayed access, and inconsistent employee experiences. This automation makes the process reliable and transparent.

Solves:

Forgotten onboarding tasks
Delayed account or team setup
Lack of visibility for hiring managers

What this workflow accomplishes

Adds the new hire to an Airtable tracking base
Creates an onboarding task checklist in Google Sheets
Invites the new hire to Microsoft Teams
Notifies the hiring manager in Slack with links to onboarding docs

Integrations

This runbook uses the following integrations:

Airtable Agent: Stores and tracks new hire records.
Google Sheets Agent: Creates a checklist to track onboarding tasks.
Microsoft Teams Agent: Adds the new hire to the appropriate team.
Slack Agent: Sends notifications to the manager.

Setup

Airtable:
- Valid base and table IDs for onboarding tracker
- Airtable Agent installed
Google Sheets:
- Template spreadsheet ID
- Google Sheets Agent installed
Microsoft Teams:
- Permissions to invite users to team
- Microsoft Teams Agent installed
Slack:
- Bot token with chat:write permissions
- Slack Agent installed

Runbook Template

📚 runbook.mdx

Runbook

Objective: Automatically kick off onboarding for a new hire across Airtable, Google Sheets, Microsoft Teams, and Slack.

Steps:

(1) Use the Airtable logo Airtable Agent with create_record.

baseId: YOUR_AIRTABLE_BASE_ID
tableId: YOUR_ONBOARDING_TABLE_ID

fields:

Code
{
  "Name": "{{new_hire_name}}",
  "Email": "{{new_hire_email}}",
  "Start Date": "{{start_date}}",
  "Manager": "{{manager_name}}"
}

(2) Use the Google Sheets logo Google Sheets Agent with copy_sheet.

src_spreadsheet: YOUR_TEMPLATE_SPREADSHEET_ID

src_sheet: "Onboarding Template"

dst_spreadsheet: YOUR_ONBOARDING_SPREADSHEET_ID

dst_sheet: "{{new_hire_name}} - Checklist"

(3) Use the Microsoft Teams logo Microsoft Teams Agent with get_member_by_name.

name: {{new_hire_email}}

If not found, use start_thread to simulate inviting them to the default onboarding channel with a welcome message.

(4) Use the Slack logo Slack Agent with slack_post_message.

Post the following to #people-ops:

👋 New Hire Onboarding Started

Name: {{new_hire_name}}

Email: {{new_hire_email}}

Start Date: {{start_date}}

Manager: {{manager_name}}

✅ Airtable record created

✅ Google Sheet checklist ready

✅ Microsoft Teams access initiated

Alexis Warner

Marketing

Jul 21, 2025

•

5 min read

About this post

Alexis Warner

Marketing

Last updated: Jul 21, 2025

5 min read

Agents Used

Airtable Agent Microsoft Teams logo

Microsoft Teams Agent Google Sheets logo

Google Sheets Agent Slack logo

Slack Agent

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