HR & RECRUITING
Order New-Hire Equipment from an Intake Form Against Inventory
When a manager submits a new-hire equipment intake form, this checks the stock spreadsheet, places an order or pulls from inventory, logs the assignment.
How it runs
The automated pipeline, trigger to output.
- TriggerEquipment intake form submitted by managerHTTP webhook
- LogicSplit request into in-stock versus to-order against inventory sheet
- ActionDecrement stock and log assignment in Google SheetsGoogle Drive
- ActionCreate procurement purchase task in Trello for to-order itemsTrello
- OutputEmail manager the reservation, order, and ready-date confirmationGmail
What it does
Turns an equipment request form into a fulfilled order with inventory tracking. It reads the manager's picks (laptop model, monitor, peripherals, phone), checks current stock in an inventory sheet, decides whether to allocate on-hand units or raise a purchase order, records the assignment against the hire, and reports the expected ready date.
When to use it
Use it when equipment provisioning is requested ad hoc and you lack a clean record of what's in stock versus what must be bought. Good for IT asset managers who track inventory in Google Sheets and want orders to deduct stock automatically.
How it works
- 1A form submission (webhook) arrives with the hire, requested gear, and start date.
- 2A logic step compares each item against the inventory sheet to split the request into in-stock and to-order.
- 3In-stock items are decremented and written as an assignment row in Google Sheets tagged to the hire.
- 4To-order items create a purchase task in Trello for the procurement queue with the needed-by date.
- 5The manager receives a confirmation listing what's reserved, what's on order, and the projected ready date.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect TrelloKanban boards for everything.
- 4Connect GmailRead, draft, send, label.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More HR & Recruiting workflows
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
Credential Renewal Evidence Verification Agent
When an employee replies with a renewed credential document, an agent reads the attachment, extracts the new expiry date and credential number.
Escalate Compliance-Blocking Credential Lapses to Managers
Each day it finds credentials that have already expired or expire within 48 hours and are flagged compliance-blocking.
Day-one readiness orchestrator across all onboarding owners
An agent-driven coordinator that, when a hire is launched, plans the full provisioning program across IT, Facilities, and Finance, opens the work in your tracker.
Loom intake to req-tracker row in Airtable
Transcribes a hiring manager's Loom intake, scores the brief for completeness, and either logs a ready req in Airtable or routes incomplete intakes to a follow-up Slack ping.
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.