HR & RECRUITING
30-60-90 Check-In Scheduler with Calendar Holds
When a hire's onboarding plan is created, automatically books the manager check-in meetings at day 30, 60, and 90 and sends each one an agenda drawn from that phase's milestones.
How it runs
The automated pipeline, trigger to output.
- TriggerNew onboarding record createdAirtable
- LogicCompute 30/60/90 dates, shift weekends to weekday
- ActionBuild phase agendas from role templateAirtable
- ActionCreate three calendar check-in eventsGoogle Calendar
- OutputEmail check-in summary to managerGmail
What it does
Guarantees the review cadence actually happens. As soon as a hire gets a 30-60-90 plan, it books three calendar check-ins between the hire and manager at the right dates and attaches a phase-specific agenda to each invite.
When to use it
Use it when plans get created but the milestone reviews quietly slip. This locks the day 30, 60, and 90 conversations into both calendars up front and gives the manager a ready agenda each time, so the plan stays honest.
How it works
- 1A new onboarding record (with start date, hire, and manager) fires the trigger.
- 2The flow computes the three check-in dates by adding 30, 60, and 90 days to the start date.
- 3It pulls that phase's milestones from the role template to build each agenda.
- 4A branch skips any date that lands on a weekend, shifting it to the next business day.
- 5It creates three Google Calendar events with the hire and manager as guests and the agenda in the body.
- 6A summary of the booked check-ins is emailed to the manager.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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