HR & RECRUITING

Schedule day-one onboarding meetings and pre-boarding Asana tasks

A scheduled run a week before each new hire's start date finds upcoming starters, books their day-one meetings on the team calendar, and creates pre-boarding prep tasks in Asana.

CategoryHR & Recruiting
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily schedule: hires starting in 7 days
  • LogicFilter out already-scheduled hires
  • ActionBook day-one meeting set on calendarGoogle CalendarGoogle Calendar
  • ActionCreate IT and facilities prep tasks in AsanaAsanaAsana
  • OutputEmail day-one agenda to the new hireOutlook

What it does

Runs on a schedule to look ahead at new hires starting in the next seven days. For each upcoming starter it books the standard day-one meeting set (manager 1:1, team intro, IT setup, HR benefits walkthrough) on Google Calendar with the right attendees, and creates pre-boarding prep tasks in Asana for IT and facilities so equipment and access are ready.

When to use it

Use it when start dates are known in advance and you want day-one logistics handled automatically rather than scrambled together the week before. Best for teams with a consistent day-one agenda across roles.

How it works

  1. 1A scheduled trigger runs daily and queries hires starting within seven days.
  2. 2A logic step filters out anyone already scheduled to avoid duplicates.
  3. 3Google Calendar creates the day-one meeting set with attendees and rooms.
  4. 4Asana creates pre-boarding prep tasks for IT and facilities.
  5. 5Outlook sends the new hire their day-one agenda and joining details.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect Google CalendarEvents, attendees, availability.
  2. 2
    Connect AsanaTasks, projects, milestones — everywhere.
  3. 3
    Connect OutlookMail, calendar, contacts.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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