Brainforge Onboarding Automation

Complete automation suite for onboarding new Brainforge team members.

Quick Start

Just tell the agent:

"Onboard Davis Dunham with email rdavisdunham@gmail.com as AI Engineer in Engineering"

The agent will:

  • Create Linear project and checklist
  • Generate execution plan
  • Provide step-by-step instructions
  • Track progress

Option 2: Python Script

cd knowledge/operations/onboarding/automation
python onboard_new_hire.py "Davis Dunham" "rdavisdunham@gmail.com" "AI Engineer" "Engineering"

Option 3: Shell Script

cd knowledge/operations/onboarding
./onboard-new-hire.sh "Davis Dunham" "rdavisdunham@gmail.com" "AI Engineer" "Engineering"

Setup (For Full Automation)

Prerequisites

  1. Python 3.8+
  2. Google Workspace Service Account (for email creation)
  3. Slack Admin Token (for Slack invitations)
  4. Linear API Key (for Linear integration)

Installation

cd knowledge/operations/onboarding/automation
pip install -r requirements.txt

Configuration

Create .env file:

# Google Workspace
GOOGLE_SERVICE_ACCOUNT_FILE=/path/to/service-account.json
 
# Slack
SLACK_ADMIN_TOKEN=xoxp-your-admin-token
SLACK_TEAM_ID=T01XXXXXXX
 
# Linear
LINEAR_API_KEY=lin_api_xxxx

Usage

Basic Usage (Documentation Only)

python onboard_new_hire.py "Name" "email@example.com" "Role" "Department"

This generates:

  • Linear project structure
  • Execution plan document
  • Tool checklist
  • Step-by-step instructions

Full Automation (With API Access)

python onboard_new_hire.py "Name" "email@example.com" "Role" "Department" --create-accounts

This actually creates:

  • Google Workspace email
  • Slack invitation
  • Tool access (where APIs available)

Output Options

# Save results to JSON
python onboard_new_hire.py "Name" "email" "Role" "Dept" -o results.json

Department Tool Mapping

DepartmentToolsSlack Channels
AI1Password, GitHub, Linear, Notion, Clockify, Cursor, ChatGPTplatform, engineering
Engineering1Password, GitHub, Linear, Notion, Clockify, Cursor, Vercel, Railwayplatform, engineering
DataFivetran, Portable.io, Snowflake, BigQuery, DBT, Rill, Metabase, Amplitude, GitHubdata-team
Sales/MarketingHubSpot, Notion, 1Password, Figma, Zoomsales, marketing
OperationsLinear, Notion, Slack, GitHub, Clockify, 1Password, Figma, Zoom, Ramp, Documensooperations
LegalDocumenso, Slack, Notionlegal
FinanceRamp, Clockify, Notionfinance
HRNotionhr
PMLinear, Clockify, GitHub, ChatGPT, FigJam, Cursorproduct

API Setup Details

Google Workspace

  1. Go to https://console.cloud.google.com
  2. Create service account
  3. Enable Admin SDK API
  4. Download JSON key
  5. Grant domain-wide delegation
  6. Authorize these scopes:
    • https://www.googleapis.com/auth/admin.directory.user

Slack

  1. Go to https://api.slack.com/apps
  2. Create app
  3. Add OAuth scopes:
    • admin.users:write
    • admin.users:read
  4. Install to workspace
  5. Copy admin token

Linear

  1. Go to https://linear.app/settings/api
  2. Create personal access token
  3. Copy token

Manual Fallback

If automation isn’t available, the script generates detailed manual instructions:

knowledge/operations/onboarding/EXECUTION-PLAN-{name}.md

This includes:

  • Step-by-step instructions
  • Direct URLs to admin consoles
  • Tool-specific actions
  • Check-in schedule template

Examples

Example 1: AI Engineer

python onboard_new_hire.py \
  "Davis Dunham" \
  "rdavisdunham@gmail.com" \
  "AI Engineer" \
  "Engineering" \
  --create-accounts

Example 2: Data Team

python onboard_new_hire.py \
  "Sarah Chen" \
  "sarah@example.com" \
  "Data Engineer" \
  "Data" \
  --create-accounts \
  -o sarah-onboarding.json

Example 3: Documentation Only

python onboard_new_hire.py \
  "Mike Johnson" \
  "mike@test.com" \
  "Product Manager" \
  "PM"

Troubleshooting

Google Workspace Creation Fails

  1. Check service account has domain-wide delegation
  2. Verify admin SDK is enabled
  3. Check admin@brainforge.ai has permissions

Slack Invitation Fails

  1. Verify admin token has admin.users:write
  2. Check team ID is correct
  3. Ensure user isn’t already in workspace

Tool Access Issues

  1. Check available licenses (Cursor, ChatGPT)
  2. Verify user doesn’t already exist
  3. Use alternative email if needed

Success Criteria

Onboarding is complete when:

  • ✅ Brainforge email created (davis.dunham@brainforge.ai)
  • ✅ Slack guest access granted
  • ✅ All required tools provisioned
  • ✅ Linear project created with checklist
  • ✅ HR database updated
  • ✅ Finance team notified
  • ✅ Team introduction sent
  • ✅ Check-ins scheduled

Support

For issues or questions:

  • Check execution plan: knowledge/operations/onboarding/EXECUTION-PLAN-{name}.md
  • Review SOP: knowledge/operations/onboarding/new-team-member-onboarding-sop.md
  • Ask in operations Slack channel