What we're building
A complete new-hire onboarding workflow with five stages:
Total build time: under 10 minutes. Let's go.
Step 1: Create the workflow
Go to Studio → New Workflow. Name it "New Hire Onboarding". Set the trigger to "Manual" for now — you can connect it to your ATS later.
Step 2: Collect details (INPUT step)
Add an INPUT step. Assign it to the starter (the HR person who initiates the run). Add these fields:
Mark the sensitive fields, and the system will mask them in logs automatically.
Step 3: Background check (HTTP_REQUEST step)
Add an HTTP_REQUEST step. This is an AUTO step — it runs immediately after the INPUT is submitted.
Set the URL to your background check provider's API endpoint. Use {{new_hire_name}} and {{personal_email}} to inject the values collected in Step 2. Set a webhook callback URL so the check result flows back automatically.
Step 4: IT provisioning (MANUAL_TASK step)
Add a MANUAL_TASK step, assigned to your IT team. The checklist:
This step will pause the workflow until IT marks it complete.
Step 5: Welcome email (SEND_EMAIL step)
Add a SEND_EMAIL step. Set the recipient to {{personal_email}}. Write a warm welcome message referencing {{first_name}}, {{start_date}}, and {{team}}. This fires automatically once IT completes their task.
Step 6: Notify hiring manager
Add a final MANUAL_TASK or SEND_EMAIL step addressed to the hiring manager. At this point, all accounts are provisioned and the new hire has their welcome email. The manager just needs to do the Day 1 orientation.
The result
A repeatable, auditable onboarding flow that takes HR about 5 minutes of active time. Everything else runs automatically or routes to the right person. No emails asking "has their laptop shipped?". No new hire starting Day 1 without system access.
Publish the workflow, share the link with your HR team, and you're done.