HR & RECRUITING

New-Hire Welcome Pack and Drive Folder Generator

On a hire's confirmation, this creates a dedicated Google Drive onboarding folder, populates it with role-specific starter docs.

CategoryHR & Recruiting
Enginesim
Difficultybeginner
Triggerevent
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonday status set to 'Confirmed'monday.com
  • LogicSelect role-specific template set
  • ActionCreate folder and copy starter docsGoogle DriveGoogle Drive
  • ActionShare folder with hire and managerGoogle DriveGoogle Drive
  • OutputEmail welcome note with folder linkGmailGmail

What it does

Gives every new hire a ready-to-go onboarding workspace: a private Drive folder seeded with the right starter documents for their role, shared automatically with the hire and manager, paired with a friendly welcome note.

When to use it

Use it when new hires need a single organized home for their onboarding materials and you want role-specific content (engineering setup vs. sales playbook) delivered without manual folder wrangling.

How it works

  1. 1A Monday status change to 'Confirmed' triggers the flow with the hire's name, role, and manager.
  2. 2A logic step selects the document template set matching the hire's role.
  3. 3A Google Drive action creates a named onboarding folder and copies the selected starter docs into it.
  4. 4A Google Drive action grants edit access to the new hire and view access to the manager.
  5. 5A Gmail output emails the hire and manager the folder link with a personalized welcome and first-day checklist.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect monday.comVisual work management for teams.
  2. 2
    Connect Google DriveDocs, sheets, slides, files.
  3. 3
    Connect GmailRead, draft, send, label.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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