Introist

Use Case

Onboarding

From the moment someone accepts an offer to the end of their probation period — a consistent, automated experience that doesn't depend on someone remembering the next step.

The Challenge

Onboarding shouldn't depend on someone remembering every step.

A good onboarding process touches a lot of people — IT, facilities, reception, the new hire’s manager, and HR itself. Access needs to be provisioned, equipment ordered, orientation sessions booked, and a stream of information delivered at a pace that doesn’t overwhelm someone in their first week.

Handled manually, this falls apart as headcount grows. Steps get missed, timing becomes inconsistent, and a small HR team ends up spending its time chasing coordination instead of the parts of onboarding that actually need a human touch.

How Introist Helps

One system, running quietly from offer acceptance through probation.

Introist starts the moment an offer is accepted, automatically triggering the tasks and messages that follow — organizing equipment, access, and accounts; scheduling orientation sessions and meetings with the new hire’s team lead; and sending calendar invites complete with agendas, so nobody walks into a meeting unprepared.

Instead of front-loading a new hire with every policy and process on day one, information is paced out over the first weeks, tailored to their specific role. Team leads receive advance notice before their new hire’s start date and a clear brief on what’s expected of them. And through to the end of probation, the process keeps track of what still needs to happen — reviews, check-ins, and documentation — without anyone having to hold it in their head.

The Outcome

A first impression that scales with headcount.

New hires get a consistent, well-paced experience whether they’re the first person to join this quarter or the twentieth. Team leads show up prepared. And HR’s time goes toward the parts of onboarding that benefit from a human — not toward manually coordinating access requests and calendar invites.

Summary

  • Pre-boarding communication triggered the moment an offer is accepted
  • Equipment, access, and account setup coordinated automatically across IT, facilities, and reception
  • Orientation sessions and team-lead meetings scheduled and calendar-invited automatically
  • Onboarding information paced over the first weeks instead of delivered all at once
  • Probation-period milestones and reviews tracked so nothing is missed
  • Process customized by role, without manual reconfiguration
If you're doing onboarding manually, do not do it.
Jamilah Dotson, Customer Support, Supermetrics

Get in Touch

Tell us what you want to automate. We'll take it from there.

A short discovery call is the easiest place to start. You don't need to come prepared with a technical brief or a shortlist of tools — just a sense of where your team is spending time it shouldn't have to.