Tutorial: Automação Completa de Onboarding de Funcionários

Automatize todo o processo de integração de novos colaboradores: provisionamento de contas, envio de materiais, treinamentos e acompanhamento.

O Que Você Vai Construir

Sistema que: 1. Detecta novo funcionário no RH 2. Cria contas em todas as ferramentas (Google, Slack, GitHub, etc) 3. Envia kit de boas-vindas personalizado 4. Agenda treinamentos automáticos 5. Acompanha progresso e engajamento 6. Notifica gestores sobre marcos

Tempo estimado: 55 minutos Nível: Avançado Impacto: 85% menos tempo de RH, experiência consistente

Pré-requisitos

• ✅ Google Workspace API
• ✅ Slack API
• ✅ GitHub/GitLab API
• ✅ Sistema de RH (BambooHR, Gupy, ou similar)

Estrutura

CREATE TABLE employees (
  id SERIAL PRIMARY KEY,
  employee_id VARCHAR(100) UNIQUE,
  first_name VARCHAR(100),
  last_name VARCHAR(100),
  email VARCHAR(255) UNIQUE,
  department VARCHAR(100),
  position VARCHAR(255),
  manager_email VARCHAR(255),
  start_date DATE,
  status VARCHAR(50) DEFAULT 'pending',
  created_at TIMESTAMP DEFAULT NOW()
);

CREATE TABLE onboarding_tasks (
  id SERIAL PRIMARY KEY,
  employee_id INT REFERENCES employees(id),
  task_type VARCHAR(100),
  task_name VARCHAR(255),
  description TEXT,
  status VARCHAR(50) DEFAULT 'pending',
  scheduled_for TIMESTAMP,
  completed_at TIMESTAMP,
  metadata JSONB
);

CREATE TABLE provisioned_accounts (
  id SERIAL PRIMARY KEY,
  employee_id INT REFERENCES employees(id),
  service VARCHAR(100),
  account_id VARCHAR(255),
  username VARCHAR(255),
  created_at TIMESTAMP DEFAULT NOW()
);

Parte 1: Detectar Novo Funcionário

// Webhook: Sistema de RH
// Transform: "Normalizar Dados"
{{
  {
    "employeeId": $trigger.body.employee_id,
    "firstName": $trigger.body.first_name,
    "lastName": $trigger.body.last_name,
    "personalEmail": $trigger.body.personal_email,
    "department": $trigger.body.department,
    "position": $trigger.body.position,
    "managerEmail": $trigger.body.manager_email,
    "startDate": $trigger.body.start_date,
    "companyEmail": `${$trigger.body.first_name.toLowerCase()}.${$trigger.body.last_name.toLowerCase()}@empresa.com`
  }
}}

// Database Insert: "Registrar Funcionário"
{
  "table": "employees",
  "data": {
    "employee_id": "{{ $nodes['normalizar'].output.employeeId }}",
    "first_name": "{{ $nodes['normalizar'].output.firstName }}",
    "last_name": "{{ $nodes['normalizar'].output.lastName }}",
    "email": "{{ $nodes['normalizar'].output.companyEmail }}",
    "department": "{{ $nodes['normalizar'].output.department }}",
    "position": "{{ $nodes['normalizar'].output.position }}",
    "manager_email": "{{ $nodes['normalizar'].output.managerEmail }}",
    "start_date": "{{ $nodes['normalizar'].output.startDate }}",
    "status": "onboarding"
  },
  "returning": ["id"]
}

Parte 2: Provisionamento de Contas

Google Workspace

// HTTP Request: "Criar Conta Google"
{
  "method": "POST",
  "url": "https://admin.googleapis.com/admin/directory/v1/users",
  "headers": {
    "Authorization": "Bearer {{ $credentials.google.accessToken }}",
    "Content-Type": "application/json"
  },
  "body": {
    "primaryEmail": "{{ $nodes['normalizar'].output.companyEmail }}",
    "name": {
      "givenName": "{{ $nodes['normalizar'].output.firstName }}",
      "familyName": "{{ $nodes['normalizar'].output.lastName }}"
    },
    "password": "{{ Math.random().toString(36).slice(-12) }}TempPass!",
    "changePasswordAtNextLogin": true,
    "orgUnitPath": "/{{ $nodes['normalizar'].output.department }}",
    "includeInGlobalAddressList": true
  }
}

Slack

// HTTP Request: "Convidar para Slack"
{
  "method": "POST",
  "url": "https://slack.com/api/admin.users.invite",
  "headers": {
    "Authorization": "Bearer {{ $credentials.slack.adminToken }}",
    "Content-Type": "application/json"
  },
  "body": {
    "team_id": "{{ $credentials.slack.teamId }}",
    "email": "{{ $nodes['normalizar'].output.companyEmail }}",
    "real_name": "{{ $nodes['normalizar'].output.firstName }} {{ $nodes['normalizar'].output.lastName }}",
    "channel_ids": ["{{ $vars.slackChannels.geral }}", "{{ $vars.slackChannels[$nodes['normalizar'].output.department.toLowerCase()] }}"]
  }
}

GitHub

// HTTP Request: "Adicionar ao GitHub"
{
  "method": "PUT",
  "url": "https://api.github.com/orgs/{{ $vars.githubOrg }}/memberships/{{ $nodes['normalizar'].output.companyEmail.split('@')[0] }}",
  "headers": {
    "Authorization": "token {{ $credentials.github.token }}",
    "Accept": "application/vnd.github.v3+json"
  },
  "body": {
    "role": "member"
  }
}

Registrar Contas

// Database Insert (Multiple): "Registrar Provisionamento"
{
  "table": "provisioned_accounts",
  "data": [
    {
      "employee_id": "{{ $nodes['registrar'].output.id }}",
      "service": "google",
      "account_id": "{{ $nodes['criar-google'].output.id }}",
      "username": "{{ $nodes['normalizar'].output.companyEmail }}"
    },
    {
      "employee_id": "{{ $nodes['registrar'].output.id }}",
      "service": "slack",
      "account_id": "{{ $nodes['slack'].output.user.id }}",
      "username": "{{ $nodes['normalizar'].output.companyEmail }}"
    },
    {
      "employee_id": "{{ $nodes['registrar'].output.id }}",
      "service": "github",
      "username": "{{ $nodes['normalizar'].output.companyEmail.split('@')[0] }}"
    }
  ]
}

Parte 3: Kit de Boas-Vindas

Email Personalizado

// Send Email: "Boas-Vindas"
{
  "to": "{{ $nodes['normalizar'].output.personalEmail }}",
  "cc": "{{ $nodes['normalizar'].output.managerEmail }}",
  "from": "rh@empresa.com",
  "subject": "🎉 Bem-vindo(a) à Empresa!",
  "html": `
    <h1>Olá, {{ $nodes['normalizar'].output.firstName }}!</h1>
    <p>Estamos muito felizes em ter você no time! 🚀</p>

    <h2>📅 Seu Primeiro Dia</h2>
    <p><strong>Data:</strong> {{ new Date($nodes['normalizar'].output.startDate).toLocaleDateString('pt-BR') }}</p>
    <p><strong>Horário:</strong> 9h00</p>
    <p><strong>Local:</strong> Escritório - Recepção</p>

    <h2>📧 Suas Credenciais</h2>
    <ul>
      <li><strong>Email corporativo:</strong> {{ $nodes['normalizar'].output.companyEmail }}</li>
      <li><strong>Senha temporária:</strong> Enviada separadamente</li>
    </ul>

    <h2>✅ Próximos Passos</h2>
    <ol>
      <li>Acesse seu email corporativo</li>
      <li>Entre no Slack (convite enviado)</li>
      <li>Complete o formulário de onboarding: <a href="{{ $vars.onboardingFormUrl }}">Clique aqui</a></li>
      <li>Assista aos vídeos de boas-vindas</li>
    </ol>

    <h2>👥 Seu Time</h2>
    <p><strong>Gestor:</strong> {{ $nodes['normalizar'].output.managerEmail }}</p>
    <p><strong>Departamento:</strong> {{ $nodes['normalizar'].output.department }}</p>

    <p>Qualquer dúvida, estamos aqui!</p>
    <p>Equipe de RH</p>
  `
}

Mensagem no Slack

// Delay: Aguardar 1 dia (para dar tempo de aceitar convite)

// Slack Message: "Boas-Vindas no Slack"
{
  "channel": "{{ $vars.slackChannels.geral }}",
  "text": "Novo membro no time!",
  "blocks": [
    {
      "type": "section",
      "text": {
        "type": "mrkdwn",
        "text": `🎉 Pessoal, vamos dar as boas-vindas ao *{{ $nodes['normalizar'].output.firstName }} {{ $nodes['normalizar'].output.lastName }}*!\n\nEle(a) está entrando como *{{ $nodes['normalizar'].output.position }}* no time de *{{ $nodes['normalizar'].output.department }}*.\n\nVamos fazer com que se sinta em casa! 👋`
      }
    }
  ]
}

Parte 4: Treinamentos Automáticos

Criar Tarefas de Onboarding

// Function: "Gerar Tarefas"
{{
  (() => {
    const tasks = [
      {
        name: 'Assistir vídeo: Cultura da Empresa',
        type: 'video',
        scheduledFor: new Date($nodes['normalizar'].output.startDate),
        url: 'https://empresa.com/videos/cultura'
      },
      {
        name: 'Completar curso: Segurança da Informação',
        type: 'course',
        scheduledFor: new Date(new Date($nodes['normalizar'].output.startDate).getTime() + 24*60*60*1000),
        url: 'https://lms.empresa.com/security'
      },
      {
        name: 'Reunião 1:1 com Gestor',
        type: 'meeting',
        scheduledFor: new Date(new Date($nodes['normalizar'].output.startDate).getTime() + 2*24*60*60*1000)
      },
      {
        name: 'Tour pelas ferramentas',
        type: 'tutorial',
        scheduledFor: new Date(new Date($nodes['normalizar'].output.startDate).getTime() + 3*24*60*60*1000)
      },
      {
        name: 'Feedback 30 dias',
        type: 'survey',
        scheduledFor: new Date(new Date($nodes['normalizar'].output.startDate).getTime() + 30*24*60*60*1000)
      }
    ];

    return tasks;
  })()
}}

// Database Insert (Batch): "Criar Tarefas"
{
  "table": "onboarding_tasks",
  "data": "{{ $nodes['gerar-tarefas'].output.map(task => ({ employee_id: $nodes['registrar'].output.id, task_type: task.type, task_name: task.name, scheduled_for: task.scheduledFor, metadata: JSON.stringify({ url: task.url }) })) }}"
}

Enviar Lembretes

Flow separado com Schedule Trigger (diário):

// Database Query: "Tarefas do Dia"
SELECT
  t.*,
  e.first_name,
  e.email
FROM onboarding_tasks t
JOIN employees e ON e.id = t.employee_id
WHERE t.status = 'pending'
  AND DATE(t.scheduled_for) = CURRENT_DATE
ORDER BY t.scheduled_for;

// Para cada tarefa:

// Send Email: "Lembrete de Tarefa"
{
  "to": "{{ $item.email }}",
  "subject": "📋 Lembrete: {{ $item.task_name }}",
  "html": `
    <h2>Olá, {{ $item.first_name }}!</h2>
    <p>Você tem uma tarefa de onboarding pendente:</p>
    <h3>{{ $item.task_name }}</h3>
    <p>{{ $item.description || 'Complete quando puder!' }}</p>
    {{ JSON.parse($item.metadata).url ? `<a href="${JSON.parse($item.metadata).url}" style="background: #5c6ac4; color: white; padding: 15px 30px; text-decoration: none; border-radius: 5px; display: inline-block;">Começar Agora</a>` : '' }}
  `
}

Parte 5: Acompanhamento

Tracking de Progresso

// Webhook: Tarefa Completada

// Database Update: "Marcar Como Completa"
{
  "table": "onboarding_tasks",
  "data": {
    "status": "completed",
    "completed_at": "{{ new Date().toISOString() }}"
  },
  "where": {
    "id": "{{ $trigger.body.task_id }}"
  }
}

// Database Query: "Calcular Progresso"
SELECT
  COUNT(*) as total_tasks,
  COUNT(*) FILTER (WHERE status = 'completed') as completed_tasks,
  ROUND(
    COUNT(*) FILTER (WHERE status = 'completed')::DECIMAL /
    NULLIF(COUNT(*), 0) * 100,
    2
  ) as progress_percentage
FROM onboarding_tasks
WHERE employee_id = {{ $trigger.body.employee_id }};

Notificar Gestor

// If/Else: "Completou 100%?"
{{ $nodes['calcular-progresso'].output.rows[0].progress_percentage === 100 }}

// Branch TRUE:

// Send Email: "Onboarding Concluído"
{
  "to": "{{ $item.manager_email }}",
  "cc": "rh@empresa.com",
  "subject": "✅ {{ $item.first_name }} completou o onboarding!",
  "html": `
    <h2>Parabéns!</h2>
    <p><strong>{{ $item.first_name }} {{ $item.last_name }}</strong> completou todas as tarefas de onboarding! 🎉</p>
    <p>Ele(a) está pronto(a) para começar a contribuir com o time.</p>
    <p>Recomendamos agendar uma conversa para definir metas e expectativas.</p>
  `
}

Parte 6: Dashboard de Métricas

-- Status de onboarding
SELECT
  e.first_name || ' ' || e.last_name as employee,
  e.department,
  e.start_date,
  COUNT(t.id) as total_tasks,
  COUNT(t.id) FILTER (WHERE t.status = 'completed') as completed_tasks,
  ROUND(
    COUNT(t.id) FILTER (WHERE t.status = 'completed')::DECIMAL /
    NULLIF(COUNT(t.id), 0) * 100,
    2
  ) as progress,
  EXTRACT(DAY FROM NOW() - e.start_date) as days_since_start
FROM employees e
LEFT JOIN onboarding_tasks t ON t.employee_id = e.id
WHERE e.status = 'onboarding'
GROUP BY e.id, e.first_name, e.last_name, e.department, e.start_date
ORDER BY e.start_date DESC;

-- Tempo médio de onboarding
SELECT
  department,
  AVG(EXTRACT(EPOCH FROM (MAX(t.completed_at) - e.start_date))/86400) as avg_days_to_complete
FROM employees e
JOIN onboarding_tasks t ON t.employee_id = e.id
WHERE e.status = 'active'
GROUP BY department;

Teste Completo

curl -X POST https://api.lumina.app.br/v1/webhooks/wh_new_employee \
  -H "Content-Type: application/json" \
  -d '{
    "employee_id": "EMP001",
    "first_name": "João",
    "last_name": "Silva",
    "personal_email": "joao.silva@gmail.com",
    "department": "Engenharia",
    "position": "Desenvolvedor Full Stack",
    "manager_email": "gerente@empresa.com",
    "start_date": "2025-02-01"
  }'

Próximos Passos

1. Slack Bot - Bot para responder dúvidas
2. Invoice OCR - Processar documentos
3. Analytics - Métricas de RH

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Última atualização: Janeiro 2025