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Onboarding plans are ready-to-follow guides that help you set up workers for common business tasks. Each plan includes:
  • What the worker can do — capabilities after onboarding
  • Tools to connect — required integrations
  • Process overview — the workflow being automated
  • Step-by-step setup — exact instructions and conversation examples

Executive Assistant for Calendar Management

Manage your calendar, send daily briefings, optimize your schedule, and let others book meetings through your EA

Accountant for Receipt Management

Handle receipt collection, expense categorization, and monthly accountant submissions

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How to Use These Plans

1

Choose a plan

Find the onboarding plan that matches your use case
2

Connect the tools

Make sure the required tools are authorized for your worker
3

Follow the steps

Copy the conversation examples and adapt them to your needs
4

Test and refine

Send a test task to confirm everything works, then refine as needed
Don’t see your use case? These plans serve as templates — adapt them to your specific workflow or contact us to suggest new ones.