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How it works

Here are the five main steps for you to get started.

1

Connect with your existing tools

Start automations based on your existing employee data.

Google Workspace
Connected
Microsoft 365

HiBob

Connected

Slack

Workday
Personio
BambooHR
Humaans
Teamtailor
Ashby
Greenhouse
Lever

See all integrations

Google Workspace
Connected
Microsoft 365
HiBob
Connected
Personio
Workday
Humaans
BambooHR
Slack
Teamtailor
Ashby
Greenhouse
Lever
2

Use data from your connected tools to trigger automations

A trigger is a rule or a set of rules that start an automation.

2
Trigger
Inactive
If
Starting date
is
within 30 days
If
Team
is
sales
If
Office
is
New york
Send welcome message
now
Send 1-on-1 invite Team Lead
now

employee data from Your TOOL(S)

Trigger
Inactive
If
Starting date
is
within 30 days
If
Team
is
sales
If
Office
is
New york
Send welcome message
now
Send 1-on-1 invite Team Lead
now
employee data from Your TOOL
3

Automate your checklist by turning it into a workflow

Move your checklist items to Introist workflow builder.

3
Send welcome message

4 weeks before

Send 1-on-1 invitation from manager

2 weeks before

Send tool order form

1 week before

Send new joiner Slack announcement

on start date

Invite to a shared group event

2 days after

Invite to security training

3 days after
Send welcome message
right after hiring
Send 1-on-1 invite Team Lead

a week before start

Send Slack channel announcement
on start date
Send order tools form

2 weeks before start

Send invite to meet the team

on start date

Send invite to a shared calendar event

3 days after start

4

See how it will look for your employees

COMING SOON
4
Slack message
New employee announcement
Date
At starting date
Time
09:00
From
S
Sally Sales
To
#announcements

It is an honour to introduce , who's joined as in our team today! 🦄 🥳

New hire
Title
Team
Sally Sales
Today 09:00 AM

It is an honour to introduce Giana Rosser , who's joined as Senior Account Executive in our US Sales team today! 🦄 🥳

🔥
23
🥳
19
👋
19
🦄
16
✌️
16
Slack message
New employee announcement
Date
At starting date
Time
09:00
From
S
Sally Sales
To
#announcements
It is an honour to introduce that has joined as in our team today! 🦄 🥳
New hire
Title
Team
Sally Sales
Today 09:00 AM
It is an honour to introduce that Giana Rosser has joined as Senior Account Executive in our US Sales team today! 🦄 🥳
🔥
23
🥳
19
👋
19
🦄
16
✌️
16
5

Activate and experience the magic

5
Trigger
Active
If
Starting date
is
within 30 days
If
Team
is
sales
If
Office
is
new york
Activate trigger to:
Sales Onboarding US
11 employees will be enrolled now
Close

Activate automation

Trigger
Active
If
Starting date
is
within 30 days
If
Team
is
sales
If
Office
is
new york
Activate trigger to:
Sales Onboarding US
11 employees will be enrolled now
Close
Activate trigger

Start supercharging your HR with Introist

Adopt advanced automation for optimal efficiency and scalability, maintaining human connection in crucial moments

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© Introist 2024

Made in Helsinki

Pages

Product overview

Use cases

Integrations

Blog

Resources

Privacy policy

Cookie policy

Terms and conditions

© Introist 2024

Made in Helsinki