Onboarding check-in | Assista automation
Onboarding check-in
Run this in Assista in under a minute. Edit the prompt, plug in your tools, your teammate handles the rest.
The prompt
Ready to run
Week-1 and week-4 check-ins on new customers, with personalized prompts.
Tweak the prompt before hiring — Assista does the rest. Use this template →
Built for teams that still use the word "production"
Approvals
Risky things stop and ask.
Spend caps, send-email gates, and one-click approvals in Slack or email — risk gets a human; routine just runs.
Audit
Every action, logged.
Inputs, outputs, tool calls, costs — streamed to your SIEM via webhook. The black-box agent era is over.
OAuth
Scoped per teammate.
Each integration is OAuth-secured and pinned to the smallest possible scope. No blanket admin tokens.
Budget
Caps that pause, not surprise.
Per-team monthly cap. Per-task ceiling. Anomaly detection. Spend stays exactly where you put it.
How it works
From template to running teammate in under a minute.
01
Edit the prompt
The template ships with the prompt pre-written. Change a phrase, swap a tool, and you're ready.
02
Hire a teammate
One click — the template becomes a teammate with a name, schedule, and approval boundaries.
03
Review the first run
First run is dry-run by default. Approve it, and the teammate runs on the schedule from then on.
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Pick a template. Run it. Done. That's the whole job.
Browse 250+ templates or describe your own. Your teammate runs it on schedule with approvals built in.