Office of Agents

Lena — Onboarding Agent

Lena turns every new client, customer, project, or employee into a clean onboarding sequence. Your team approves the important steps. Nothing depends on memory.

Warm. Organized. Makes every new person feel like they were expected and everything was ready for their arrival.

See The Full Team

How It Works

Lena helps your team start new clients, customers, projects, or employees without missing steps. It reviews the new launch event, chooses the right onboarding path, creates the checklist, prepares messages and tasks, sends the right person a review notice, tracks progress, and records what happened.

It does not send welcome messages, request signatures, or create billing actions on its own unless you have approved that setup in writing. Your team stays in control.

A new launch event happens

The automation starts when a deal is marked won, a client is created, a project starts, an employee is added, a form is submitted, a contract is signed, or another approved launch event occurs.

The launch record is prepared for review

The system reads the client, project, employee, owner, start date, package, template, required documents, stakeholders, and related business details.

Your business rules are checked

The system checks your onboarding templates, checklist rules, owner rules, folder rules, document rules, signature rules, approval rules, reminders, and escalation rules.

The launch type is chosen

The launch is placed into one clear type, such as new client, new customer, new project, new employee, renewal launch, expansion launch, migration launch, or internal project launch.

The checklist is created

The system creates the agreed onboarding checklist with task names, owners, due dates, required approvals, and target systems.

The setup items are prepared

The system prepares the approved folders, documents, tasks, welcome draft, training steps, signature request draft, or internal kickoff summary.

The right person is notified

The assigned owner receives a review message in your chosen channel. The message includes the launch summary, checklist, missing items, priority, and recommended next step.

Progress is tracked

The system tracks open tasks, pending approvals, missing documents, overdue milestones, and blocked setup items.

Your tracking system is updated

The system creates the agreed record in your CRM, project system, HR system, sheet, database, or task system. This may be a task, note, checklist, folder link, document link, milestone update, or log row.

The run is logged

Every launch gets a tracking ID. The system records the launch type, selected template, tasks created, owners assigned, drafts prepared, approvals requested, milestones tracked, tracking records created, and final result.

What Your Team Controls

Which launch events start the system
Which onboarding templates are used
Which tasks are created
Who owns each task
Which messages require approval
Which documents are created
Which signatures require review
Which milestones trigger reminders
Whether any external action is ever automatic

What We Need From You

Your source system
Your CRM, project, or HR system
Your file storage system
Your review channel
Your logging destination
Your onboarding templates
Your checklist rules
Your team owner list
Your folder and document rules
Your signature and approval rules

Safety Rules

By default, Lena — Onboarding Agent does not:

Send welcome messages without approval
Request signatures without review
Create billing actions without approval
Delete or overwrite existing records
Create duplicate launch sequences
Expose HR-sensitive information in public channels
Ignore missing contract or payment requirements
Take action without logging it

The Result

Your team gets a clear system for launching work. New clients, customers, projects, or employees are started with the right checklist, owners, documents, reminders, approvals, and logs. Your people still approve important steps, but the launch process no longer depends on memory.