Chuyển đến nội dung
Peak Atlas

Peak Automations / Team onboarding template

Day one starts prepared.
Not with looking for the laptop.

Whether a new colleague's start goes well is decided before her first day. This template reacts when a person is added to the workspace, or starts on a click: workflow, welcome meeting, a greeting in the team and tasks for everything that must be ready beforehand.

For which occasion?

Change the trigger. The preview next to it reacts instantly.

Edit all texts and details ↗Test the automation locally ↗
Local demo with sample data
Automation · previewPreview reacts instantly
Peak AutomationsLocal demo with sample data

When [name] is added to the Nordwind Studio GmbH (example) workspace

start the “First week” workflow with a buddy, introductions and a feedback talk and report it to [manager] in the Inbox.

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailText, details & next action
01

Your sample automation

Make it yours.

Additional details

Name, e-mail and occasion are always part of the trigger as sample data in this demo.

JSON file for your local draft. Not an import into Peak Automations.

01 / Anatomy of the automation

New to the team,
everything prepared.

The trigger is the new member or your click. The steps share the preparation among the right people. The check says what is tested before the template runs.

01 / The contextYour current draft

A beginning
that fits the flow.

Peak Automations · local preview
When [name] is added to the Nordwind Studio GmbH (example) workspace

start the “First week” workflow with a buddy, introductions and a feedback talk and report it to [manager] in the Inbox.

Context → Details → Next action

The trigger says when the automation starts.

02 / The details
4visible details
01Tên02E-mail03Request04Timing
03 / The next actionText preview

And then?
A clear next action.

Test run with sample data, then activate. It then runs without further questions because no step goes outside.

Test the flow in the preview directly above.

02 / Three entries

Workflow, welcome,
equipment.

Choose what the start should begin with. The three variants can be combined into one automation with several steps.

Another example replaces the current demo draft.

  • 01 / New memberSelected

    The first week is set.

    Peak reports a new member.

    “First week” workflow

    „When [name] is added to the Nordwind Studio GmbH (example) workspace“

    4 details · Timing
  • 02 / WelcomeSample draft

    One meeting and one hello.

    Google Calendar and Slack, both connected.

    Calendar and Slack

    „When a new member is added“

    4 details · Timing
  • 03 / On a clickSample draft

    Prepare before anyone is invited.

    Start manually, for example when the contract starts.

    Equipment and access

    „When you start the automation manually for [name], starting on [date]“

    4 details · Timing

03 / Move on deliberately

Welcome, and everything is ready.

In Peak Automations you describe the flow in one sentence or pick the template. Peak checks connections and permissions, shows the flow as boxes and arrows, and you start a test run. Only then do you activate it. Every change becomes a new version, and the run history explains in plain language what happened.

Your context, your details and your next action — as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

What triggers the template?

A person who is added to the workspace, or your click on “Start manually” when nobody has been invited yet.

Does Peak change contracts or payroll data?

No. The template plans tasks, meetings and messages and nothing else.

Which accounts do I need for it?

Only the ones that appear in the template. A person connects them in Settings → Integrations, and the connections belong to the workspace. Peak connects nothing by itself.

More in Peak Automations