Hi everyone 👋
Thanks for joining our latest Core Onboarding Workshop!
This session focused on two key areas: Tasks and Flows - helping you take the next steps in your self-implementation journey with confidence.
If you couldn’t make it live, don’t worry - you can watch the session recording Here
Do not forget to register to our upcoming Q&A session, and to all other sessions!
Here’s a quick recap of what we covered in this workshop:
🔑 1. Tasks
We explored how to create and manage tasks in Bob to automate reminders, assignments, and to-dos during onboarding or other processes.
➡️ Learn more Here
🔑 2. Flows
We walked through setting up automated flows to streamline repetitive actions, like onboarding sequences or approval chains.
➡️ Learn more Here
💡 Highlights & Best Practices
- Automate recurring HR actions using flows.
- Assign task owners and due dates to improve accountability.
🎯 What’s Next
Our next session will focus on Reports, Documents, Integrations & Launch Preparation 🚀
🎥 Watch the full recording Here
Have follow-up questions or tips from your own setup?
Drop them below, or as a separate question in the Community Hub and let’s keep the discussion going!