Vendor onboarding automated

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Vendor onboarding

Introist simplifies the vendor onboarding process, automating communication, guiding vendors through important steps, and collecting necessary documentation. This helps ensure that vendors are set up correctly, on time, and in compliance with company policies. By streamlining the process, our tool helps save time and resources for both vendors and the company.

Use cases

>

Vendor onboarding

Use cases

>

Vendor onboarding

Trigger

contract

signed in

And

team

Vendor onboarding

Basic overview of the automation

Example automation

Trigger

contract

signed in

And

team

Vendor onboarding

Email message

Provide vendor with company policies and procedures

Email message

Send vendor non-disclosure agreements

Calendar

Schedule vendor background checks

Slack question

Notify vendor manager of onboarding completion

Email message

Remind vendor of upcoming deadlines

Email message

Email vendor onboarding forms

Email message

Notify vendor of onboarding status

Slack message

Send a feedback form about the process

Forget your Vendor onboarding checklist

Without Introist

One or more people are wasting hours on admin work instead of more strategic work for people.

The vendor experience is not consistent for everyone. People forget and have their own ways.

Back and forth meeting scheduling with others.

With Introist

It feels like magic when admin busywork is just happening.

The vendor experience is consistent. It makes people happy and productive.

You do not have to hire an extra pair of hands to get everything done.

Use data from your tools

Connect Introist with your existing tools, using diverse data sources to trigger automations and incorporate various steps into your current ecosystem.

Zendesk

Asana

Trello

Gusto

Notion

ADP

UKG

Recruitee

SmartRecruiters

Workable

Lever

Ashby

See all available data sources

Key feature

Automated and personalised communications

Automate personalized messages to employees across platforms like email, Slack, or Teams, send custom reminders and information to managers and involved parties, all originating from personal company accounts instead of generic 'noreply' addresses.

Gmail

Outlook

Slack

Teams

Key feature

Automated calendar scheduling

Introist automates the scheduling of events and critical check-ins, easily coordinates meetings between employees and managers by intelligently considering availability, and efficiently handles declines and cancellations, ensuring seamless transitions without the need for manual adjustments.

Google Calendar

Outlook

Key feature

Stakeholder management

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Google Calendar

Outlook

Gmail

Slack