Automate New Staff and Volunteer Onboarding Flow
What they need
Automatically assign YouTube training videos to new staff or volunteers, track completion, and route them to a digital waiver for e-signature — replacing a fully manual email and paper-based process.
Build brief
Problem
A nonprofit organization onboards new staff members and volunteers through an entirely manual process. The coordinator must personally email YouTube training video links, has no way to verify whether the videos have been watched, and then separately arranges for the new person to sign a waiver (curr
Current process (40 min/run)
- 1Identify that a new staff member or volunteer is joining(5m)
- 2Manually send YouTube training video links via email(10m)
- 3Follow up or attempt to verify whether videos were watched (currently not possible)(10m)
- 4Send or hand over paper/e-signature waiver to new person(10m)
- 5Collect and file completed waiver(5m)
Tech stack & integrations
- YouTube: Training videos are hosted here. The automation should either link to specific videos or embed them in a controlled viewing environment (e.g., a simple landing page or LMS) that can log completion. - E-signature platform: The organization currently uses some form of e-signature (specific