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Workflow template

Kick off onboarding for a new hire

Turns a new hire's directory entry into an onboarding task list, a welcome email, and a note to IT and the manager.

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How it runs

This is the brief Whenever builds from. Change any of it in plain words before you publish.

When

Ask me to choose daily at 09:00 AM UTC or faster on Pro; then check the setup Google Sheets spreadsheet for rows marked ready to onboard.

Then

  1. Create the hire's task list from my checklist in the setup Asana project.
  2. Send the Gmail welcome email.
  3. Mark the row Done with today's date, skipping marked rows.
  4. Post start date and equipment needs to the setup IT Slack channel with the manager tagged.

Apps it connects

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