HR & RECRUITING
Generate and Deliver New-Hire Document Pack to Google Drive
On offer acceptance this builds a personalized onboarding document folder in Google Drive (offer letter, handbook, policies, forms), shares it with the hire.
How it runs
The automated pipeline, trigger to output.
- TriggerOffer-accepted event receivedHTTP webhook
- LogicSelect document set by role and location
- ActionCreate and populate Drive folderGoogle Drive
- ActionShare folder with the new hireGoogle Drive
- OutputEmail folder link and deadlineGmail
What it does
Assembles the new hire's paperwork pack and delivers it for completion. It creates a dedicated Google Drive folder, copies role- and location-relevant documents (handbook, policy acknowledgments, tax and direct-deposit forms) into it, personalizes the cover doc with the hire's details, shares the folder with edit access, and emails the hire a link with a completion deadline.
When to use it
Use it when onboarding paperwork is managed in Google Drive and you want each hire to receive a complete, personalized, pre-shared pack the instant they accept, rather than HR assembling folders one at a time.
How it works
- 1The offer-accepted event arrives with name, role, location, and personal email.
- 2A branch picks the document set required for that location and role.
- 3Google Drive creates a hire-named folder and copies the selected templates in.
- 4The cover document is personalized with the hire's details and start date.
- 5The folder is shared with the hire's email at edit permission.
- 6A Gmail message sends the folder link and the paperwork deadline to the hire.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect GmailRead, draft, send, label.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 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
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.