A new colleague being welcomed and guided through their first day.

Start every new hirewith a clear plan.

Give each new hire a schedule, named owners and a clear view of what still needs to be ready before day one.

Example systems

SlackGoogle CalendarGoogle DocsNotionGmail

People

A first day without missing context.

Show each new hire the plan and the people responsible. Carry the same clarity into employee requests and team handovers.

01 / First week

First week planned. Laptop delivery still open.

Bring the manager, buddy and IT tasks into one plan. Keep the pending laptop delivery visible before Monday.

Slack#people

Illustrative workflow

People partner

Our new designer starts Monday. Prepare her first-week plan with her manager, buddy and IT.

MiloAI
Ready for review

Connected records and company memory reviewed.

Here’s the first-week plan. Laptop delivery still needs confirmation.

Draft schedule

First-week highlights

  1. Monday
    Meet the manager and buddy

    Manager + buddy

  2. Tuesday
    Product and design introduction

    Design team

  3. Friday
    First-week check-in

    Manager

Laptop delivery with IT

Confirm the delivery date before the new designer’s first day.

Sources

  • NotionDesigner onboarding guide
  • Google CalendarFirst-week availability
  • Company brainOnboarding checklist
Review details
NotionDesigner onboarding guide

Manager and buddy introductions come first.

Google CalendarFirst-week availability

The product introduction fits Tuesday's schedule.

Company brainOnboarding checklist

Confirm equipment delivery before the new colleague’s first day.

02 / Employee requests

A quick question becomes a ready request.

Milo finds the current conference policy and drafts a request with the purpose, estimated cost, required documents and the person who needs to approve it.

SlackGoogle DriveGoogle Docs
Build this workflow with us

The requestCan I expense this conference? Help me prepare the request using our current policy.

SlackIllustrative workflow
Illustrative draft

Conference expense request

Request: attend the design conference to bring back practical accessibility testing methods for the product team.

Estimated cost
USD 900 · registration 650 + travel 250
Policy
Conference expenses · manager review required
Attach before submission
Conference agenda and itemized estimate.
Approval pending

The manager must review the purpose and cost before any registration or payment.

Sources

  • Google DriveConference expense policy
  • SlackConference request

03 / Team handovers

A handover that survives a team change.

Milo brings together the project documents and shared conversations, drafts the handover and highlights decisions the incoming owner needs to make.

NotionGoogle DocsSlack
Build this workflow with us
NotionIllustrative workflow
Draft from launch plan v4

Launch project · owner handover

Customer commitment
Run customer training before the launch.
Next milestone
22 September · review the launch plan with implementation.
Unresolved work
Training materials need review; the training owner is still unassigned.
For the incoming owner

Assign a training owner at the handover and confirm the review date with the customer.

Sources

  • NotionLaunch plan v4
  • SlackProject conversations

People

Make your next welcome feel personal.

Talk to our team