Onboarding pack draft

HR / AUTOMATE.md

When a start date is confirmed, build the new hire's onboarding document pack from the role template and send the links to the hire and the manager.

This is the whole automation. Run it as it is, or change any word, including the tools it names.

  • Complete pack per hire
  • No missing template

How it runs

  1. 1. Starts

    When a start date is confirmed

  2. 2. Reads

    confirmed

  3. 3. Delivers to

    Email

  4. 4. You decide

    Approve each time, or let the steps you trust run. Your choice.

Why recruiters and HR teams set this up

A new hire's contract, starter form, and policy acknowledgements are sent as three separate attachments from one person's inbox, and the returned copies end up in a folder nobody has opened since. The HR generalist chases signatures by message for a fortnight and still reaches payroll without a completed starter form, so the first pay run is late or the person is taxed on the wrong basis.

See the whole job: Onboarding docs

Use it as is. Or make it yours.

Edit it the way you would edit a note to a colleague. It follows the new version from the next run.

  • Change when it runs

    Move it to another day or time, or start it when something arrives, like a new email.

  • Add your own rules

    Limits, exceptions and what good looks like go in the same file, in plain words.

  • Decide what waits for you

    Mark the steps that need your OK, and let the rest run.

You stay in charge.
At every step.

It reads and ranks. People decide about people.

  • It never rejects anyone

    It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.

  • Undo what you don't want

    Every step is recorded, and a file it changed can be put back.

  • Candidate data stays contained

    Each automation reaches only the inbox and folders you connect for it.

Onboarding pack draft

Approve before it sends the email?

ReviewApprove

Before you download.

Where does it run?
On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
How does it connect to our CRM and other tools?
Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
Does it run when my computer is asleep?
It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
How does my team use it?
Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
Do I need anyone technical to set it up?
No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.

Already have tools for this? Here is the difference.

Your applicant tracking system's automations

Moving candidates between stages and sending template emails.

They can't read a CV against your real criteria or explain why someone made the shortlist.

Flowchart automation tools

Copying records between HR apps.

Every exception becomes another branch someone has to build and maintain.

AI chat assistants

Summarizing a CV when you paste it in.

Applications keep arriving while nobody is asking, and the criteria live in a chat.

AUTOMATE.md

Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.

Start with one job.
Make it your own.

macOS — coming soon
  1. 1

    Get the app

    It runs on your computer, next to your files.

  2. 2

    Add the automation

    Paste the instructions into the app, or save them as a file next to your work.

  3. 3

    Try it, then turn it on

    Run it once and check the result. It only runs on its own once you switch it on.

macOS — coming soon