Use casesIntake

Set up onboarding once, then let every start date run itself

Mitra handles new hire onboarding the moment a start date lands in BambooHR. The agent copies your Notion checklist into a page for that person and books the first-week intro calls around the meetings everyone already has. A short introduction goes to Slack.

Runs: When a new hire is added
Used by: Ops / Chief of Staff

The prompt

When a new hire is added in BambooHR, copy my Notion onboarding template and book their first-week intros. Introduce them in #general.

BambooHR

Notion

Google Calendar

Slack

Build this agent

200 credits to start · no credit card

What the agent actually does.

Notice the start date
The agent runs when a new hire appears in BambooHR, and reads their name, role, manager and team.
Build the checklist
Your Notion template is copied for that person, with the details filled in and dates counted from day one.
Book the first-week intros
The manager one-to-one and the team intros are booked inside the first week, around the meetings people hold.
Introduce them in Slack
Who is joining, what they will work on and when they start, so the welcome is waiting on day one.
Leave a record
Each page created and invite sent is recorded, so you can see the setup before the new hire logs in.

Make it yours.

For the operations lead who rebuilds the same onboarding checklist from memory every time somebody joins. Change any of this by saying so — there is nothing to rewire.

Add the IT and payroll steps to the same checklist.
Book a 30-day check-in alongside the first-week intros.
Post the introduction to the team's channel instead of the whole company.

Questions, answered.

Can I automate an onboarding checklist for every new hire?

Yes. Mitra copies your Notion template into a fresh page each time a start date appears in BambooHR, filling in the name, role, manager and dates. The checklist keeps the structure your team already uses, so nothing has to be rebuilt to suit Mitra.

How does Mitra know when someone new is starting?

Mitra watches BambooHR and runs the agent when a new hire record appears with a start date. Nothing gets typed twice, because the HR record your team already fills in is the trigger. If starters live in a spreadsheet instead, Mitra watches that sheet the same way.