The blueprint
Trigger
New Staff Onboarding Intake is submitted
Every run starts from one submission.
Transform
Build Checklist
AI reads the input and returns a structured result.
Logic
For Each Task
Action
Send Welcome Email
Transform
Update Stage
A nurse and a billing coordinator don't need the same checklist. AI writes each one.
Healthcare onboarding carries compliance weight that generic HR templates miss. This recipe collects the hire's credential documents on day one, then has AI build a checklist specific to their role and department, the mandatory items every hire needs plus the ones only their role needs. That checklist becomes a real Trello card your team ticks off, orientation is booked for their start date, the hire is welcomed, and HR is told it's all underway.
Free · no credit card · you connect your own apps
Installing provisions each one, wired together and ready to run.
Collects the hire's details and their professional license, photo ID, and certifications. Publishing it auto-creates the response sheet, which the workflow extends with onboarding_stage and task_board_url.
Sent the moment intake is submitted: role, start date, orientation time, and who to contact on day one.
Fires on intake: builds the role-specific checklist with AI, materializes it as a Trello card with one checklist item per task, schedules the orientation event, emails the hire, notifies HR in Slack, and stamps the sheet row.
You connect your own accounts. Swap any app that offers an alternative at install.
Materializes the AI-generated checklist as an onboarding card with one checklist item per task. Swap for Notion.
Schedules the orientation session on the new hire's start date and invites them.
Sends the welcome email with start-date and orientation details. Swap for Brevo.
Notifies HR that a new hire's onboarding is underway, with a link to their onboarding card. Swap for Telegram.
The hire (or HR on their behalf) fills the New Staff Onboarding Intake form and uploads their professional license, photo ID, and any certifications. Publishing the form auto-creates its response sheet, the single system of record, so credentials are captured before day one rather than chased in week two.
A TinyGPT step reads the hire's role and department and returns a checklist of six to twelve tasks. Every list carries the mandatory items (HR paperwork, credential verification, HIPAA training, infection control, IT and badge setup, orientation) plus the ones specific to that role. A ward nurse and a billing coordinator get genuinely different lists, which is exactly what a single static template can't do.
A Trello onboarding card is created and every checklist item is added as a real checklist entry on that card, not a pasted block of text, but individually tickable items HR and the hiring manager can work through. Swap Trello for Notion at install.
A Google Calendar orientation event is created for 9 AM on the hire's start date and they're invited automatically. Nobody has to remember to book it, and nobody arrives on their first morning unsure where to be.
The new hire gets a welcome email with their role, start date, orientation time, and who to contact on day one. HR is notified in Slack with a link straight to the onboarding card. Swap Gmail for Brevo and Slack for Telegram at install.
The response sheet row is stamped with an onboarding_stage of orientation-scheduled and the card URL, so HR can see where every hire stands from one sheet instead of opening each board separately.
Everything it creates is an ordinary form, table and workflow in your workspace. Edit any of it after install. Nothing is locked.
