Turn an accepted offer into setup requests, named owners and a useful first-week plan. We build your onboarding procedures and people team’s know-how into AI workflows in the ChatGPT, Claude, Copilot or Gemini you already use.
Illustrative workflows. Built around each client’s own procedures and standards.
First-week preparation · Support engineer
Before Monday
IT: email, service desk and two role-specific tools. Facilities: laptop and headset. Payroll: setup draft from the accepted offer.
Day one
Read the ticket queue and meet the support team.
From day two
Shadow the senior engineer on live cases.
By Friday
Complete a first ticket under review and meet the manager for a check-in.
Still needed
Manager’s name and confirmation of remote or office setup.
What your team brings to each run
The accepted-offer export, with the role, start date and any manager or working-location details available.
The rules already built in
Use the role’s agreed access and equipment list. Give each request an owner and due date. Build the first week around what this person needs to read, practice and learn.
People teams and managers review the preparation, confirm requests and make decisions about employees. The workflow handles the administrative drafts and checks.
More of the people work, prepared.
Leave requests against your calendar
Compare requests with your leave policy and the dates your business needs covered. Prepare the questions and due items for the manager and HR.
Interview slots ready to confirm
Combine candidate and interviewer availability into proposed slots, with draft invitations and tracking updates for the recruiter.
Turn your procedures into the right reading, introductions, practice and milestones for a new seat, whether it’s an assistant, an adviser or an engineer.
Some of it is in your onboarding checklist. Some is knowing who a new starter should sit beside, what they need to try and what can wait. We capture both from your documents and your people’s experience.
Useful preparation, in your own workspace.
We build with invented examples, then observe your team testing real work in its own account without keeping those records. Your people lead agrees the standard and reviews the results before handover.
Connect the work across the people team.
The accepted offer, IT request, equipment list and manager’s plan belong to one first week. Start with the exports and documents you already use, with your role-specific know-how built into the workflow.
For an existing workflow, these introductory sprints offer a focused way to begin. Choose based on what’s already written down; each delivers one working AI workflow and handover notes.
You have an agreed procedure
The 3-Day Workflow Sprint
$750
One written procedure built into a workflow, tested and handed over. Three days once the procedure, examples and workspace are ready. Five business days of defect support included.
We capture one team’s procedures and build one priority workflow. About two weeks from the first interview, with ten business days of defect support after handover.
Introductory conversion offers, once per client, using files and exports. For a broader brief, explore team & company implementations. Establishing a function? Build a new capability. Integrations and ongoing development are scoped with you.
Who’s joining your team next?
Bring your onboarding checklist, or the manager who knows how a good first week works. We’ll turn that starting point into a workflow your team can use.