HR & RECRUITING
30/60/90 Manager Check-In and Pulse Survey
On each 30, 60, and 90 day milestone, emails the new hire a short pulse survey and reminds their manager to hold the check-in, logging responses back to the HR record.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule checks milestone offsetsAirtable
- LogicSelect hires hitting a 30/60/90 milestone today
- ActionEmail new hire the pulse surveyGmail
- ActionRemind manager to hold the check-inOutlook
- OutputLog responses to HR record and flag low scoresAirtable
What it does
Automates the milestone touchpoints that drive retention. At each 30, 60, and 90 day mark, it emails the new hire a brief pulse survey, prompts the manager to schedule the check-in conversation, and records the survey response against the hire's HR record.
When to use it
Use it to make milestone check-ins happen reliably instead of being forgotten in week six. Ideal for teams that want structured ramp feedback and early signal on at-risk hires.
How it works
- 1A daily schedule compares each hire's start date against the 30, 60, and 90 day offsets.
- 2A logic step selects only hires hitting a milestone today and picks the right survey template.
- 3A Gmail step sends the new hire the milestone pulse survey link.
- 4An Outlook reminder or task is sent to the manager to book and hold the check-in.
- 5Submitted survey responses are written back to the hire's Airtable record, flagging low scores for HR follow-up.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect OutlookMail, calendar, contacts.
- 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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