Скачать или смотреть 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

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Book a call - https://cal.com/geoffreygaisie/30min
Website: https://geoffreygaisie.com
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