HR & RECRUITING
Send the day-one welcome email and book onboarding meetings
Three business days before a new hire's start date, sends a personalized welcome email with first-day logistics and books the orientation, IT setup, and manager 1:1 onto their…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily scan for upcoming start dates
- LogicAssemble personalized first-day content
- ActionSend welcome emailGmail
- ActionBook onboarding meetingsGoogle Calendar
- OutputMark record Welcome Sentmonday.com
What it does
This workflow runs on a schedule, finds anyone starting in three business days, and sends them a tailored welcome email (building access, login instructions, first-day agenda) while creating the standard onboarding calendar events so their first day is already structured before they log in.
When to use it
Use it when welcome emails and orientation invites are sent ad hoc and new hires show up with an empty calendar. It guarantees every hire gets the same polished first-day experience without coordinator effort.
How it works
- 1**Trigger** — A daily schedule scans the onboarding board for start dates exactly three business days out.
- 2**Logic** — For each match, assemble the personalized content: name, manager, team, and location-specific first-day instructions.
- 3**Action** — Send the welcome email from the HR mailbox via Gmail.
- 4**Action** — Create the orientation, IT setup, and manager 1:1 events on Google Calendar with the hire and relevant hosts invited.
- 5**Output** — Mark the onboarding record Welcome Sent with the scheduled meeting times.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect GmailRead, draft, send, label.
- 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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Run this workflow in your colony.
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