Checklist for someone joining or leaving the team
Minda builds the checklist for someone joining or leaving, with an owner and a due date for every step. It is a ready-made task for the SI agent in Minda Super Intelligence. It runs when you start it. It works with Gmail, Google Calendar and Google Docs.
In Minda: Tasks → New → Browse tasks → Checklist for someone joining or leaving the team. Minda Super Intelligence for Windows is coming soon.
- Ops
Gmail- Google Calendar
- Google Docs
- From [HR or IT checklist doc] and the role,…
- Draft the request to IT, the welcome or…
- Save the checklist as a note or in [tracker…
- Finish with what must happen before day one, or…
What you get
Every step listed It covers accounts and tools, equipment, documents, calendar invites and files or ownership to hand over.
Starts from your list It starts from your HR or IT checklist doc, if you have one, and the role of the person.
Drafts ready in Gmail It drafts the request to IT, the welcome or farewell note and the first-week schedule or hand-over plan.
Requests, never changes It lists each request and never creates, changes or removes an account, a permission or a file.
Why use this?
Minda lists every step in one checklist and drafts the notes that go with it. It changes nothing itself, and no draft or calendar invite goes out until you say so.
What it does
- When
- When you start it
- Works with
- Gmail, Google Calendar, Google Docs
- For
- Operations, Founders, Recruiters
- You fill in
- [name, role and team], [joining or leaving], [date], [HR or IT checklist doc], [tracker link]
How it works
- WhenWhen you start itSave it as a workflow to run it daily at 9am instead
- Step 1Reads the role and your checklist doc
- Step 2Lists each step with an owner and date
- Step 3Lists requests but changes no account
- Step 4Drafts the IT request and a note
- Step 5Saves the checklist as a note
- ResultA checklist and drafts, nothing changed
From [HR or IT checklist doc] and the role, list every step with an owner and a due date: accounts and tools to request or to switch off, equipment to order or collect, documents to sign or return, calendar invites to add or remove, and files or ownership to hand over
Draft the request to IT, the welcome or farewell note from me, and the first-week schedule or the hand-over plan as Gmail drafts
Save the checklist as a note or in [tracker link]
Finish with what must happen before day one, or before the last day
Rules it keeps
The agent follows these on every run.
Never create, change or remove an account, a permission or a file yourself, only list the request
Never send a draft or a calendar invite until I say so
The full prompt
This is what the SI agent is asked to do. The parts in brackets are what you fill in.
Prepare the checklist for [name, role and team] who is [joining or leaving] on [date]. From [HR or IT checklist doc, optional] and the role, list every step with an owner and a due date: accounts and tools to request or to switch off, equipment to order or collect, documents to sign or return, calendar invites to add or remove, and files or ownership to hand over. Draft the request to IT, the welcome or farewell note from me, and the first-week schedule or the hand-over plan as Gmail drafts. Save the checklist as a note or in [tracker link, optional]. Rules: never create, change or remove an account, a permission or a file yourself, only list the request; never send a draft or a calendar invite until I say so. Finish with what must happen before day one, or before the last day.
Who is it for?
Operations managers You run onboarding and offboarding and want the same checklist every time.
Founders hiring a team You handle new hires yourself and want the steps and notes written for you.
Recruiters handing off You pass a new hire to the team and want the next steps listed.
Frequently asked questions
Does it create accounts or remove access?
No. It never creates, changes or removes an account, a permission or a file. It lists each one as a request for someone to act on.
Does it send the notes?
No. The request to IT and the welcome or farewell note stay as Gmail drafts, and no calendar invite goes out until you say so.
What do I fill in?
The name, role and team, whether the person is joining or leaving, and the date. A checklist doc and a tracker link are optional.
Where does the checklist go?
It is saved as a note, or in your tracker if you link one.
What do I get at the end?
What must happen before day one, or before the last day.
Run this task in the Minda app
In Minda: Tasks → New → Browse tasks → Checklist for someone joining or leaving the team. Minda Super Intelligence for Windows is coming soon.
Last updated