• USER ACCESS
  • GROUPING
  • DATA SYNC
  • HUMAN REVIEW

How to automate new hire onboarding with your AI

Connect Innform to your agent once. After that, you handle all your onboarding tasks through a chat interface.

Ask AI about this page

Short answer

How can I automate onboarding with my AI?

You send text commands to your agent to invite users and assign them to training groups. This moves your onboarding from manual data entry to simple conversation. You'll see the results in your training groups immediately.

Onboarding outcomes

Where your new hires land

What happens after you give the command.

USER ACCESS

New hires are invited

The AI sends out access requests. Your new employees get into the system without you clicking through menus.

GROUPING

Training groups populated

Users are moved into the correct training tracks. This ensures everyone gets the right materials from day one.

DATA SYNC

User profiles updated

The AI modifies user details to match your requirements. Your training records stay accurate and up to date.

HUMAN REVIEW

Manual oversight needed

You still decide which groups are appropriate for which roles. The AI follows your instructions, but you hold the final say on group assignments.

The workflow

What your AI does when the command arrives.

The AI translates your natural language into specific actions within Innform.

  1. Identify the user

    Your agent looks up the person you want to onboard to ensure the details are correct.

    list_groups

  2. Send the invitation

    The AI triggers the invitation process for the specific person you named.

    invite_user

  3. Assign training groups

    The agent places the new hire into the specific training tracks you requested.

    update_user

  4. Confirm completion

    The AI checks that the user is correctly placed and tells you it's done.

    list_groupsupdate_user

Try it

Copy these to start.

Use these prompts to kick off the process.

Starting points

Swap out the names in brackets for your actual employee names and group titles.

Innform Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_WVWmf5Izf9PDuzmL8vSypBlpOzaXbeuZUhflrwhJ/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Innform capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "innform-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_WVWmf5Izf9PDuzmL8vSypBlpOzaXbeuZUhflrwhJ/mcp"
    }
  }
}
Copy into chat04

  • Invite alex.smith@company.com to the platform.

  • Add the new hire jordan.lee@company.com to the Sales Training group.

  • List all available training groups so I can see who to add.

  • Move sam.rivera@company.com from the General group to the Engineering group.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Innform once, then ask.

Just follow the link to connect. Your credentials stay encrypted, and you can start chatting with your agent immediately.

Connect Innform to your AI

FAQ

How the onboarding task behaves

  • 01

    Can the AI delete users?

    No. The AI can only invite and update users based on the available tools.

  • 02

    Does the AI create new training groups?

    No. It can only assign users to groups that already exist in your system.

  • 03

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 04

    Will the AI notify the employee directly?

    The AI triggers the invitation, which sends the system-generated invite to the user.

  • 05

    Do I have to manually check every group assignment?

    You can ask the AI to list the groups to verify the work, but you are responsible for the initial instructions.

  • More questions about Innform? The Connector page answers them. See everything the Innform Connector can do

Connect Innform to Claude, Cursor, ChatGPT & more