Before
A coordinator checked open onboarding tasks for upcoming arrivals and reviewed the relevant employee task lists. When work was still open, the coordinator assembled a reminder for the responsible teams and sent it manually.
How it works
- Find active onboarding tasks due tomorrow.
- Check whether any tasks remain and summarize the outstanding records when they do.
- Post a grouped reminder to the onboarding channel, or finish with a ready outcome when the result is empty.
Workflow details
- Trigger: An on-demand webhook starts the readiness check, replacing the original daily scheduling concept for this demonstration.
- Task discovery: The workflow searches the onboarding task records for active tasks due tomorrow and retrieves their task numbers, subjects, assignment teams, and states.
- Decision: It checks whether the search returned any outstanding tasks. An empty result proceeds directly to the ready outcome, while non-empty results continue to summarization.
- Reminder preparation: An IAM-focused analyst agent uses only the retrieved records to create a short English reminder, grouping the tasks by responsible team and including each task number, subject, and team.
- Delivery: The formatted reminder is published to the onboarding channel for task owners, creating an actionable handoff before the new hire arrives.
What changed
The workflow performs the due-date and empty-result checks automatically, prepares the task summary from the returned records, and delivers the reminder only when unfinished work exists; no manual approval step is defined.
Work removed
Scanning open onboarding tasks one by one, checking whether any tasks remain, grouping the records by team, composing the reminder, and posting it to the onboarding channel.
Expected outcome
Each run removes at least one manual task-review and reminder-drafting cycle, providing earlier notice of onboarding work that could delay arrival.
