Becoming a manager automated

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Becoming a manager

Introist simplifies becoming a manager by automating communication and scheduling. The tool streamlines the onboarding process with personalized sequences that include setting up meetings, introducing new managers to their teams, and providing access to resources.

This saves time and resources for HR teams and ensures a smooth transition for new managers into their roles.

Use cases

>

Becoming a manager

This saves time and resources for HR teams and ensures a smooth transition for new managers into their roles.

Use cases

>

Becoming a manager

This saves time and resources for HR teams and ensures a smooth transition for new managers into their roles.

Trigger

status

new manager

And

team

sales

Becoming a manager

Basic overview of the automation

Example automation

Trigger

status

new manager

And

team

sales

Becoming a manager

Slack message

Send a feedback form about the process

Calendar

Schedule a team-building activity

Calendar

Schedule team member 1-on-1s

Slack message

Notify new manager to introduce yourself to the team

Slack message

Notify HR of completed training

Slack message

Remind upcoming training session

Calendar

Schedule training on management skills

Slack message

Notify current manager of shadowing schedule

Calendar

Schedule time to shadow current manager

Slack message

Pari with another potential manager

Slack message

Notify mentor of scheduled meeting

Calendar

Schedule a mentorship meeting

Forget your Becoming a manager checklist

Without Introist

One or more people are wasting hours on admin work instead of more strategic work for people.

The employee experience is not consistent for everyone. People forget and have their own ways.

Back and forth meeting scheduling with others.

With Introist

It feels like magic when admin busywork is just happening.

The employee experience is consistent. It makes people happy and productive.

You do not have to hire an extra pair of hands to get everything done.

Use data from your tools

Connect Introist with your existing tools, using diverse data sources to trigger automations and incorporate various steps into your current ecosystem.

Zendesk

Asana

Trello

Notion

UKG

Recruitee

Workable

Lever

Ashby

AlexisHR

Workday

Teamtailor

See all available data sources

Key feature

Automated and personalised communications

Automate personalized messages to employees across platforms like email, Slack, or Teams, send custom reminders and information to managers and involved parties, all originating from personal company accounts instead of generic 'noreply' addresses.

Gmail

Outlook

Slack

Teams

Key feature

Automated calendar scheduling

Introist automates the scheduling of events and critical check-ins, easily coordinates meetings between employees and managers by intelligently considering availability, and efficiently handles declines and cancellations, ensuring seamless transitions without the need for manual adjustments.

Google Calendar

Outlook

Key feature

Stakeholder management

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Google Calendar

Outlook

Gmail

Slack