HR & RECRUITING
Onboarding Task Provisioning Across Owners
On a confirmed start date, fans out a standard onboarding checklist into Asana tasks assigned to IT, Facilities, Payroll, and the hiring manager, each with its own due date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule checks upcoming start datesAirtable
- LogicFilter hires within the prep window
- ActionCreate Asana onboarding project per hireAsana
- ActionGenerate tasks assigned by owning functionAsana
- OutputPost project link with owner and due-date summaryAsana
What it does
Breaks the cross-functional onboarding checklist into owned, dated tasks. Instead of one person chasing IT, Payroll, and Facilities, the workflow creates an Asana project for the hire and assigns each prep item to the right team with a deadline relative to day one.
When to use it
Use it when onboarding involves multiple departments and things slip because no single owner is accountable. Ideal for ops or People teams that already coordinate work in Asana.
How it works
- 1A scheduled check reads upcoming start dates from the HR Airtable base each morning.
- 2A filter keeps only hires whose start date is within the prep window (e.g. 10 days out).
- 3The flow creates a dedicated Asana onboarding project for each matching hire.
- 4Standard tasks are generated and assigned by function: laptop and accounts to IT, desk and badge to Facilities, direct-deposit setup to Payroll, day-one agenda to the manager.
- 5Each task gets a due date offset from the start date, and the project link is posted back for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.