HR & RECRUITING
Approved Offer Packet Assembler and Notion Archive
Once all comp approvals are recorded, this workflow gathers the sign-offs and offer details into a structured packet, stores the PDF in Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerOffer record marked fully approved in AirtableAirtable
- LogicVerify all required sign-offs present; flag if incomplete
- ActionAssemble packet and upload to Drive folderGoogle Drive
- OutputCreate searchable record in Notion offers databaseNotion
What it does
Handles the assembly-and-archive end of the relay. When the final approval is logged, it pulls every sign-off and the offer terms into one structured packet, stores the document in Drive, and creates a searchable record in a Notion offers database so the full approval history is auditable forever.
When to use it
Use when your approvals already happen elsewhere but you lack a clean, queryable system of record. Pair it with any of the approval-chain templates, or run it standalone whenever an offer reaches fully-approved status.
How it works
- 1The workflow triggers when an offer record in Airtable is marked fully approved.
- 2It reads the offer details and the list of approvers with their decision timestamps.
- 3A logic check confirms every required sign-off is present before assembling — incomplete records are flagged back to HR.
- 4It compiles the structured packet and uploads the document to the candidate's Google Drive folder.
- 5It creates a Notion database entry with candidate, role, comp, approver chain, and a link to the stored packet, giving HR a permanent, searchable archive of the approved offer.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect NotionPages, databases, comments.
- 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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