Preboarding Agent
Opens the relationship between offer and day one — collects paperwork, sets expectations and makes the new hire feel they made the right choice.
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
Opens the relationship between offer and day one — continuously, in your systems, in your tone.
In HR, opens the relationship between offer and day one — collects paperwork, sets expectations and makes the new hire feel they made the right choice — but doing it manually does not scale. Preboarding 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
Preboarding connects to Preboarding, Onboarding, Klaviyo and your email & retention stack. It reads your rules, brand voice and live data — then opens the relationship between offer and day one — collects paperwork, sets expectations and makes the new hire feel they made the right choice. Exceptions land with your team; everything else runs without another dashboard to check.
- Work arrives — Preboarding · trigger fired
- Preboarding processes — Onboarding · rules applied
- Validate output — Quality · policy check
- Write back — Systems updated · team notified
- Exception — Human review when needed
What it can deliver
- Preboarding
- Onboarding
- Automated actions
- Drafts & summaries
Potential integrations
Preboarding · 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
Your next operating asset