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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.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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

  1. When a hire is confirmed, your HR tool sends their details to your automation's trigger link.

  2. ClickRuntime checks this person has not already been onboarded.

  3. It creates an onboarding epic in Jira with a task for each step, such as laptop, accounts and training.

  4. It invites the new hire to your Slack channels and posts a welcome message.

  5. 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

RunsThe moment it happens
Create onboarding tickets in Jira and welcome new hires in Slackjust nowSucceeded
Slack · #generalPlease welcome @Sam, joining Engineering on 2026-11-03! 👋

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • 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

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
employee_onboarding_tickets_in_jira_with_slack_welcome.pyexample
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?
Any HR or recruiting tool that can send a web request when a hire is confirmed, with the person's name, email, team and start date.
Can the tasks differ by team?
Yes. Give each team its own list of tasks, such as design software for designers, and the right list is used.
What if the new hire is not in Slack yet?
Channel invites need the person to have a Slack account. If they are not found, the welcome is still posted and you get an email to invite them later.
What permissions does it need?
Jira create; Slack chat:write, channels:manage. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

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