Building the checklist is a defined sequence in Asana: find the project, create each task with the owner your checklist names, attach it to that project, and turn multi step items into subtasks rather than one vague line. Codex suits concrete API sequences like that, and there is no room for interpretation once the checklist is written.
Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.
New hire: Sofia Ramirez
Employment status changed from Pending to Active. Sofia joins as a Customer Success Manager in the Madrid office reporting to Tomas Beck, with a start date of 1 September. Her work email has been issued and no equipment preference is recorded yet.
Using this template drops you into a guided setup. It asks exactly this, nothing else:
Connect BambooHR
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Asana
One sign-in. The agent acts through your account, scoped to what this template uses.
Connect Slack
One sign-in. The agent acts through your account, scoped to what this template uses.
Onboarding checklist
What has to happen before and during a new hire's first week - each task, who owns it, and when it is due counted from the start date (laptop ordered five working days before, payroll enrolled by day one, manager one to one booked in week one), plus the Asana project all of it belongs in.
Runs on Codex
Preselected for this page — connect your Codex account during setup, or switch to NoClick's built-in models with one click.
Watch it handle a test run
A staged conversation against a simulated world — then it’s live.
Every task is added to the named project rather than sitting in a private list. A checklist created somewhere only the agent can see is the same as no checklist.
Set up accounts becomes the accounts that actually have to exist. The manager can see what is done and what is not, instead of one task nobody wants to tick.
Tasks are created and added to the project you name, with the owners your checklist sets. Section placement and Asana's own template rules are not something it manipulates, so tasks arrive in the project default location for you to arrange. If your process leans heavily on sections, expect a little manual tidying.
Free to start. Guided setup, a test run against staged conversations, and it's live.