HR & RECRUITING
I-9 Re-Verification Task Board Builder
When a work-authorization document is within 60 days of expiry, this workflow opens a tracked re-verification task in Notion and emails the employee's manager the document…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionQuery BigQuery for documents expiring in 60 daysBigQuery
- LogicSkip records that already have a Notion card
- ActionCreate I-9 re-verification card in NotionNotion
- ActionEmail manager checklist + link via OutlookOutlook
- OutputWrite card ID back to BigQuery for idempotencyBigQuery
What it does
This workflow turns approaching I-9 Section 3 re-verification deadlines into concrete, owned tasks. For each employee whose List A or List C document expires within 60 days, it creates a Notion card on your I-9 board with due date, document type, and a re-verification checklist, then notifies the responsible manager so nothing stalls in someone's inbox.
When to use it
Use it when your team handles I-9 re-verification manually and loses track of who owns which case. It gives compliance a single Notion board reflecting every open re-verification, with clear deadlines and assignees.
How it works
- 1A daily schedule starts the run.
- 2It pulls all employees from BigQuery with a re-verifiable document expiring in the next 60 days.
- 3A logic step skips anyone who already has an open Notion card, preventing duplicates.
- 4For each remaining record it creates a Notion task with employee name, document, expiry date, and a checklist.
- 5It emails the assigned manager via Outlook with the Notion link and required next steps.
- 6The output writes the new card ID back so future runs stay idempotent.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect NotionPages, databases, comments.
- 3Connect OutlookMail, calendar, contacts.
- 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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