HR & RECRUITING
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
How it runs
The automated pipeline, trigger to output.
- TriggerNew/updated credential row in AirtableAirtable
- LogicValidate required fields and attachment
- ActionArchive certificate file to Google DriveGoogle Drive
- ActionCreate renewal reminder events on Google CalendarGoogle Calendar
- OutputMark row enrolled with file + calendar linksAirtable
What it does
Closing the front door of credential tracking: the instant a new license or certification is registered, this flow makes sure it's complete, archives the supporting document, and seeds the calendar with renewal holds. No credential ever silently misses its first reminder cycle.
When to use it
Use it during onboarding or whenever staff add credentials to your register, so the data-entry moment automatically wires up downstream reminders instead of relying on someone to remember to schedule them.
How it works
- 1A new or updated credential row in Airtable triggers the run.
- 2A logic step validates the record has a credential type, holder email, issue and expiry dates, and an attached document, flagging anything incomplete.
- 3The supporting certificate file is copied into a structured Google Drive folder for audit retention.
- 4Google Calendar reminder events are created at the configured lead times (e.g. 60 and 14 days out) on the HR compliance calendar.
- 5The Airtable row is marked enrolled with links to the stored file and the calendar holds.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect Google CalendarEvents, attendees, availability.
- 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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Assemble and send the debrief packet after the final interview
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Chase interviewers for missing scorecards before the debrief
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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