HR & RECRUITING
New-Hire Document Collection and Auto-Chaser
Tracks which onboarding documents each new hire has uploaded and automatically nudges anyone with missing forms on a daily schedule until their packet is complete.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily morning schedule
- ActionRead onboarding roster and doc statusAirtable
- LogicSplit complete vs missing documents
- ActionEmail reminders for missing documentsGmail
- OutputNotify HR channel of completed packetsSlack
What it does
Keeps onboarding paperwork moving by checking each new hire's required-document checklist every morning, emailing reminders only to people still missing forms, and alerting HR the moment a packet is fully complete.
When to use it
Use it when new hires must return signed forms, ID copies, and tax documents before day one and HR is tired of manually tracking who has and hasn't submitted. Ideal for batches of hires starting around the same date.
How it works
- 1A daily schedule trigger kicks off the check each morning.
- 2An Airtable action reads the onboarding roster and each hire's document-status fields.
- 3A logic step splits hires into 'complete' and 'still missing items' based on their checklist.
- 4For incomplete hires, a Gmail action sends a personalized reminder listing exactly which documents remain and a secure upload link.
- 5For newly completed packets, a Slack output posts a notice to the HR channel so the coordinator can close out that hire.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.