Onboarding that runs itself.

The day an offer is accepted a checklist opens: tasks for the hire, the manager and IT, documents to sign, accounts to create. The agent chases what is late.

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Reminders

Projects

Recent

Renewals at risk

Board pack, October

Supplier terms review

Churn post mortem

Which accounts are at risk this month, and draft the outreach.

Worked for 41s · 6 steps · $0.12

Read9 accounts renewing

Read14 open tickets

Comparedusage against the last two quarters

Drafted7 messages, held 2 for a person

Nine accounts renew inside 30 days and three of them are the ones to worry about. Their ticket volume is up while usage is falling, which is the pattern that preceded every churn last quarter.

Salesforce

Zendesk2 sources, permission aware

Message Daciel

Creates the accounts in the tools you connect.

Every new hire, one checklist

Library

Everything the work produced, with who owns it and who can read it.

AllDocumentsSheetsFrom runs

Renewal brief, Acme

Document · Priya · Deal team

Q3 pipeline review

Sheet · Marcus · Sales

Supplier terms summary

Document · Ana · Private

Churn post mortem

Document · Marcus · Everyone

Board pack, October

Deck · Priya · Leadership

Access review

Sheet · Tom · Admins

Turn the renewal brief into an email to the deal team

Renewal brief, Acme

Chat

One composer, on every surface.

Vendor reviews

Q3 onboarding

Support desk

Website rebuild

Everything the renewal touched: the thread it started in, the artifacts it produced, and who is allowed to see them.

148 artifacts

Keep

Acme renewal

Payroll migration

Hiring: sales

Said once, kept for good

Any answer becomes an artifact, with an owner and a permission.

Slack

Gmail

Outlook

Google Drive

Notion

Salesforce

HubSpot

Zendesk

Jira

GitHub

Linear

Stripe

Zoom

Asana

Airtable

Dropbox

Box

Confluence

Intercom

Google Calendar

Monday

ClickUp

Figma

DocuSign

Trello

Slack

Gmail

Outlook

Connected from day one

The systems you already run, readable in one place.

Runs this week

RunOutcome and traceWhat it producedCost

1Renewal outreachApprovedRead the nine accounts renewing this quarter in Salesforce, compared each one's usage against the last two quarters, drafted seven messages and held two back for a person. 41s, 6 steps, $0.12...7 draftsTotal$0.12Model$0.09Tools$0.03

2Invoice chaseHeldMatched fourteen overdue invoices in Stripe against the support thread for each account, then stopped before sending: two of them are in an open dispute and the policy says a person decides...14 invoicesTotal$0.08Model$0.06Tools$0.02

3Monday briefingApprovedPulled every run from the last seven days, grouped them by workspace, and wrote the briefing into the Library with the trace attached to each claim so any line can be opened...1 briefingTotal$0.21Model$0.17Tools$0.04

4Access reviewApprovedListed every connection holding a write scope, checked each against the role that owns it, and flagged three that now outlive the person who created them. Nothing was revoked without asking...3 flaggedTotal$0.05Model$0.04Tools$0.01

Runs

Every step, every tool call, every cost, and who approved it.

The first day that was ready

A new hire's first day usually starts with a laptop that has not arrived and a login that does not exist, because the checklist lived in someone's head. Here it opens on acceptance as tasks on the record, each with an owner and a date. The agent sends the documents, reminds the owners, creates the accounts it may, and tells the manager what is still open the evening before.

Queued6+⋯

RUN-2085

Chase the 14 overdue invoices

RUN-2094

Summarise every ticket Acme opened

RUN-2092

Check which renewals slipped a quarter

RUN-2200

Rewrite the onboarding mail sequence

Planned10+⋯

RUN-2211

Renewal quote for Acme, send held

Salesforce

Priya approves

RUN-926

Renewal outreach, nine accounts

Salesforce

Gmail

RUN-2088

Weekly briefing into the Library

Slack

RUN-924

Reconcile Stripe against the tickets

Stripe

RUN-1882

Tag the inbox by account

Outlook

Running3+⋯

RUN-1487

Pull usage for the at-risk accounts

4 steps

RUN-1028

Answer the RFP security section

Confluence

RUN-2187

Flag connections holding write scope

Waiting on Priya6 steps

Done48+⋯

RUN-2074

Monday briefing, written and filed

Library$0.21

RUN-1912

Churn post mortem for Q3

$0.14

RUN-1951

Board pack pulled together

$0.31

RUN-1960

Access review, three flagged

Approved$0.05

RUN-1991

Supplier terms summarised

Thread in #renewals

Marcus Hale9:12 AM

Acme wants a renewal quote. Their contract is up in three weeks.

Ana Duarte9:12 AM

Ticket volume has climbed every month this quarter. Read that before we price it.

Marcus Hale9:13 AM

So someone pulls usage, open tickets and the last two invoices. Three systems.

Priya Raman9:14 AM

And most of an afternoon. Hand it over and hold the send until one of us reads it.

Marcus Hale9:14 AM

@Daciel draft the Acme renewal from usage and tickets, hold the send

Two things it does on day one

Opens the checklist

Your template per role: documents, equipment, accounts, introductions, training. Each task an owner and a date, on the hire's record.

Get started

Conversations

7 open · 4 answered without a person

Acme CoWhere is invoice 4417?Agent

NorthwindRefund for the duplicate seatAgent

StarlightCan we move the renewal date?Held

MeridianAPI keys stopped workingWaiting

BrightlineInvoice address is wrongAgent

KestrelDo you support SSO?Agent

HalcyonExport stopped at 10k rowsWaiting

Chases what is late

Owners reminded, the hire sent what to sign, the manager told what is open before day one. Nothing depends on someone remembering.

See the ATS

Renewals

9 inside 30 days · 7 drafted, 2 held

Brightline$14kDrafted

Kestrel$9kSent

Halcyon$6kHeld

What is employee onboarding software?

Employee onboarding software turns the first weeks of a new job into a checklist: documents to sign, equipment to order, accounts to create, people to meet, training to complete. BambooHR, ADP, Paychex and Rippling hold the search, each as a module of a payroll-first suite, and each assumes an HR person is running it.

How onboarding runs

Write the template

Per role: tasks, owners, offsets from the start date. Documents attached.

Offer accepted

The candidate becomes an employee and the checklist opens with real dates.

Documents go out

Sent to the hire, tracked to signature, filed on the record.

Owners are chased

Each open task reminds its owner; the manager gets what is still open before day one.

Accounts created

In the tools a named person connected and allowed, and revoked the same way when someone leaves.

Onboarding software, compared

Onboarding modules of payroll-first suites and Daciel's checklist on the company record. Compared on what each does, who stays in control, and the price.

	Best for	Channels	How a person stays in control	Published pricing
BambooHR	Small and mid-size HR teams that want an HRIS with an ATS and onboarding	Employee records, ATS, onboarding, time off, performance; payroll add-on	Approval workflows on requests, configured per company	Per employee per month, quoted; Core and Pro packages
Rippling	Companies of 25 to 1,000 that want HR, IT and finance on one employee record, with payroll	HRIS, payroll, benefits, device management, spend; app marketplace	Policy engine and approval chains configured by an admin	Per employee per month, quoted; base platform fee plus modules
Gusto	Small businesses that need payroll first and HR around it	Payroll, benefits, hiring and onboarding, time tracking	Manager approvals on time off and time tracking	Monthly base plus per person per month, published by tier
Workable	Teams hiring regularly that want an ATS with sourcing and AI screening	Job posting, sourcing, ATS, interview scheduling, onboarding	Offer approval chains; hiring team roles	Per month by company size, published; add-ons for sourcing
Dacielthis site	Businesses of 5 to 200 people that want the directory, hiring, onboarding and time-off requests on the same record as the rest of the company	Directory, candidates, onboarding tasks and time-off requests as records; the agent drafts, schedules and files	Offers, onboarding steps and time-off requests are held for the named manager; payroll and tax filings are refused, not faked	Contact Daciel for business plan availability and pricing.