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Workflow starter brief

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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Proposed workflow

A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.

When

Choose a schedule: 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 your 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.

Before you publish

Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.

Runtime limits, account access and AI usage

Apps it connects

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