New hire onboarding kickoff from Ashby to Outlook

By General Input

When an Ashby candidate flips to Hired, draft a personalized welcome email and book a Day 1 Teams orientation on your Outlook calendar.

Integrations

  • Ashby
  • Microsoft Outlook

Type

Agentic Task

Categories

  • HR & People
  • Operations

Build me a new-hire onboarding kickoff agent that fires whenever an Ashby application flips to Hired and turns it into a personalized welcome email plus a Day 1 Teams orientation invite on my Outlook calendar.

Trigger: Ashby poll on the candidate_hired event. When it fires, take the candidate id from the payload and call Ashby Get Candidate Info to pull the new hire's full name, primary email, role/title, start date, and recruiter.

Guardrail: if the start date is missing, or if the start date is already in the past relative to today, skip the run entirely. Do not draft an email and do not create a calendar event.

Step 1, draft the welcome email. Write a personalized message addressed to the new hire by first name. The body should cover four sections, each built from the template snippets I drop into the prompt config below: first-day logistics (arrival time, location or remote link, dress code), what to bring (laptop status, ID for badging, any forms), who they'll meet on Day 1 (recruiter name from the Ashby payload, hiring manager name, buddy if listed), and links to onboarding docs (handbook, benefits, IT setup). Sign it from me. Keep the tone warm and concise.

Step 2, call Microsoft Outlook Create Event to put a 60-minute Day 1 orientation on my calendar at 10:00 local time on the candidate's start date. Subject: "Day 1 Orientation: <new hire name>". Required attendees: the new hire's email and the hiring manager's email (from the prompt config). Set isOnlineMeeting=true with onlineMeetingProvider=teamsForBusiness so a Teams link is auto-attached. Put a one-line agenda in the event body.

Step 3, call Microsoft Outlook Send Mail to deliver the welcome email to the new hire's address. Inline at the bottom of the email body, include the orientation details: date, 10:00 local start, 60 minutes, and the Teams join link from the event you just created. CC the hiring manager.

Template snippets and config to fill in before running:

- Hiring manager email: <fill in> - First-day logistics snippet: <fill in> - What to bring snippet: <fill in> - Who they'll meet snippet (can reference {recruiter} and {hiring_manager}): <fill in> - Onboarding doc links: <fill in> - Sign-off name: <fill in> - Time zone for the 10am orientation: <fill in, e.g. America/New_York>

Log a one-line summary at the end with the new hire name, start date, event id, and message id so I can audit runs.

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