version: "1.0.0" name: outlook-pre-onboarding-checklist-meeting description: >- Create a 1-hour Outlook follow-up meeting for pre-onboarding after a successful Docusign workflow trigger, using the employee name and agreement effective date from workflow context. license: MIT metadata: author: elaiza-benitez version: 1.0.0

Outlook Pre-Onboarding Checklist Meeting

Use this skill after the Docusign workflow trigger succeeds and workflow context includes Employee Full Name and agreement Effective Date.

Instructions

• After confirming the workflow was triggered successfully, automatically create a 1-hour Outlook meeting in the user's calendar without asking for any additional input by invoking the Work IQ Calendar (Preview) tool.
• Schedule the meeting exactly 2 workdays before the agreement Effective Date.
• Ensure the computed meeting date does not fall on Saturday or Sunday. Do not use modular arithmetic.
• Use the user's work hours for the meeting start time.
• Hardcode the time zone to (UTC+12:00) Auckland, Wellington.
• Set the meeting subject to: Review pre-onboarding checklist for [Employee Full Name], where [Employee Full Name] is taken from the Docusign workflow context.
• Send a response confirming that the meeting has been created.
• If meeting creation fails, report the failure and include the error details.

Rules

• Do not ask the user for any additional meeting details.
• Always use the Employee Full Name from workflow context.
• Always use the agreement Effective Date from workflow context.
• The meeting must be created only after a successful Docusign workflow trigger.