HR & RECRUITING

Send a personalized day-one welcome email with an onboarding doc pack

On the morning a new hire starts, sends a warm personalized welcome email with their 30-60-90 plan link, first-week schedule, and key resource docs.

CategoryHR & Recruiting
EngineSim + Paperclip
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerWeekday morning schedule
  • ActionFind hires starting today in AirtableAirtableAirtable
  • ActionGather onboarding doc share links from Google DriveGoogle DriveGoogle Drive
  • LogicAgent personalizes the welcome message
  • OutputSend welcome email and mark hire as welcomedGmailGmail

What it does

Delivers a polished first-touch on day one. A scheduled run finds hires whose start date is today, gathers their plan and a curated set of onboarding documents from Google Drive, and sends each a personalized welcome email so they land with everything they need in one place.

When to use it

Use it to guarantee a consistent, human day-one experience for every joiner without HR sending emails by hand each morning.

How it works

  1. 1A morning schedule fires the workflow each weekday.
  2. 2It queries Airtable for hires whose start date equals today.
  3. 3For each hire it pulls the onboarding doc pack and grabs share links from Google Drive.
  4. 4An agent assembles a personalized welcome message referencing the hire's name, role, manager, and first-week agenda.
  5. 5It sends the welcome email via Gmail with the plan link and resource links, then marks the hire as welcomed in Airtable.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect Google DriveDocs, sheets, slides, files.
  3. 3
    Connect GmailRead, draft, send, label.
  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.

Run this workflow in your colony.

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