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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

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.