The moment it happens
Create onboarding tickets in Jira and welcome new hires in Slack
When a new hire is added, an onboarding epic with tasks appears in Jira, they are invited to the right Slack channels, and the team gets a welcome post.
- Runs
- The moment it happens
- Apps
- Jira, Slack
- AI
- Not needed
- Access
- Jira create; Slack chat:write, channels:manage
Send this to your assistant
Create a ClickRuntime automation: when a new hire arrives at the trigger link from our HR tool, create an onboarding epic with laptop, accounts and training tasks in Jira project IT, invite them to #general and their team channel, and post a welcome.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A growing company hires a few people a month. Each start involves IT setting up a laptop and accounts, the manager planning the first week, and someone remembering to add the new person to Slack channels. Steps get missed, and new hires spend their first morning without access.
Creating the full onboarding plan in Jira and the Slack welcome as soon as HR records the hire means every step has an owner before day one. New people start with their laptop, their channels and a warm welcome.
What you get out of it
Nothing is forgotten
The same set of tasks is created for every hire. Laptop, accounts and training are all on the list.
Owners know in advance
IT and managers see their tasks in Jira as soon as the hire is confirmed. Work is done before the start date.
A warm first day
A welcome post and channel invites greet the new person in Slack. They feel part of the team straight away.
Each hire is handled once
Hires already onboarded are remembered. A repeated notification from the HR tool does not create a second plan.
How it works
What happens, step by step
When a hire is confirmed, your HR tool sends their details to your automation's trigger link.
ClickRuntime checks this person has not already been onboarded.
It creates an onboarding epic in Jira with a task for each step, such as laptop, accounts and training.
It invites the new hire to your Slack channels and posts a welcome message.
You get an email with a link to the epic.
Before it runs live
- Connect Jira
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Google Sheets
- Combine it with other Jira and Slack steps into one automation
Under the hood
The code that runs this automation
from slack_sdk import WebClient
from clickruntime import on_event, credentials, http, notify, state
JIRA, SITE = "https://api.atlassian.com/ex/jira/your-cloud-id", "https://acme.atlassian.net/browse/"
adf = lambda text: {"type": "doc", "version": 1, "content": [{"type": "paragraph", "content": [{"type": "text", "text": text}]}]}
def jira(method, path, **kw):
resp = http.request(method, JIRA + path, headers={"Authorization": f"Bearer {credentials.connection('jira', 'work')}", "Accept": "application/json"}, **kw)
return resp.raise_for_status() or (resp.json() if resp.content else None)
TASKS = ["Order and set up laptop", "Create email and SSO accounts", "Add to payroll", "Schedule first-week training"]
CHANNELS = {"general": "C0123GENERAL", "engineering": "C0456ENG"}
@on_event
def handle(event):
hire = event.json or {}
done = set(state.get("onboarded") or [])
if hire["email"] in done:
return {"duplicate": True}
epic = jira("POST", "/rest/api/3/issue", json={"fields": {"project": {"key": "IT"}, "issuetype": {"name": "Epic"},
"summary": f"Onboarding: {hire['name']} ({hire['start_date']})", "duedate": hire["start_date"]}})
for task in TASKS:
jira("POST", "/rest/api/3/issue", json={"fields": {"project": {"key": "IT"}, "issuetype": {"name": "Task"},
"summary": f"{task} for {hire['name']}", "parent": {"key": epic["key"]}, "duedate": hire["start_date"]}})
slack = WebClient(token=credentials.connection("slack", "work"))
try:
uid = slack.users_lookupByEmail(email=hire["email"])["user"]["id"]
for ch in {CHANNELS["general"], CHANNELS.get(hire.get("team", "").lower(), CHANNELS["general"])}:
slack.conversations_invite(channel=ch, users=uid)
slack.chat_postMessage(channel=CHANNELS["general"], text=f"Please welcome <@{uid}>, joining {hire.get('team', 'us')} on {hire['start_date']}! 👋")
except Exception:
notify.email_me(f"Invite {hire['name']} to Slack", f"{hire['email']} was not found in Slack yet.")
notify.email_me(f"Onboarding created for {hire['name']}", f"{SITE}{epic['key']}")
state.set("onboarded", sorted(done | {hire["email"]}))
return {"epic": epic["key"]}FAQ
Common questions
Which HR tools can trigger it?
Can the tasks differ by team?
What if the new hire is not in Slack yet?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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