30-60-90 Check-in Agent
Sends structured check-ins to manager and employee on day 30, 60 and 90 — integration tracked, issues surfaced early.
A workflow template for a scoped build. Integrations, permissions and outcomes are confirmed with your team; this page is not a claim of an already deployed client system.
The work it handles
Sends structured check-ins to manager and employee on day 30, 60 and 90 — integration tracked, issues surfaced early. Runs in the background so your team does not have to.
In HR, sends structured check-ins to manager and employee on day 30, 60 and 90 — integration tracked, issues surfaced early — but doing it manually does not scale. 30-60-90 Check-in is the kind of work that piles up when nobody has dedicated time for it. Context is scattered, SLAs slip, and your team ends up on repeat work instead of the decisions that matter.
How it works
30-60-90 Check-in connects to Check-ins, Onboarding, Klaviyo and your email & retention stack. It reads your rules, brand voice and live data — then sends structured check-ins to manager and employee on day 30, 60 and 90 — integration tracked, issues surfaced early. Exceptions land with your team; everything else runs without another dashboard to check.
- Asset received — Check-ins · queue intake
- Check against rules — Onboarding · brand & policy
- Flag deviations — Issues marked · brief attached
- Approve or block — Clean output · team notified
What it can deliver
- Check-ins
- Onboarding
- Approved assets
- Issue reports
Potential integrations
Check-ins · Onboarding · Klaviyo · Shopify · Recharge · Postscript
Access and support are confirmed during scoping. Consequential actions follow the agreed approval rules.
Ownership and operation
Enterprise builds include the agreed code and documentation in your environment. Your team can operate the system, or scope ongoing 187N support.
Review security and data flows ↗Related workflows
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