Building an Employee Onboarding Workflow in Microsoft 365 скачать в хорошем качестве

Building an Employee Onboarding Workflow in Microsoft 365

Automate your onboarding process from start to finish — with no code and entirely within Microsoft 365. In this step-by-step tutorial, I show you how to build a complete onboarding system using Microsoft Power Automate. From sending offer letters to scheduling meetings and notifying the team, this flow does it all — triggered from a single form. What this automated system handles: Sends draft contracts & onboarding documents Collects approvals from HR or line managers Notifies internal teams (via Microsoft Teams) Adds new starters to your HR system (e.g. Excel, SharePoint) Schedules 1:1 meetings & sends welcome emails Triggers IT/facilities setup workflows Uses AI to generate friendly welcome messages Works 100% within Microsoft 365 — no extra tools needed This is Part 2 of the onboarding automation series. In Part 1, we covered the core concept — and here, we build it all out in Power Automate. Perfect for HR, IT, or Operations teams ready to free up time, improve consistency, and give new joiners a great first impression. Built for: HR managers IT & Ops leaders Power Automate users Anyone adopting workplace AI & automation Subscribe to follow the series and build your own intelligent onboarding system. 0:00 Overview 0:50 Walkthrough of Build 1:09 Why I'm building in Microsoft Power Automate 2.33 Adding in Approvals (Human in the loop) 11.48 Including Conditions (if this, then that) 14:00 Scheduling in meetings ahead of time 15:48 Why you need an automated CRM 16:52 Testing the workflow 22:01 Fixing one mistake 23:51Reflections 23:04 AI adoption and next steps LET’S CONNECT 🤝 Book a call - https://cal.com/geoffreygaisie/30min Website: https://geoffreygaisie.com My LinkedIn:   / geoffreygaisie   #PowerAutomate #EmployeeOnboarding #Microsoft365 #workflowautomation #AIatWork #nocodetools #automation #n8n #make.com #streamlining