IT OPS

Offboarding Checklist Driver from Monday Board

When an offboarding item on your Monday board moves to In Progress, this workflow executes the technical revocation tasks and writes each result back to the board so coordinators…

CategoryIT Ops
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerMonday item moves to In Progressmonday.com
  • ActionSuspend Workspace account and reassign calendarGoogle DriveGoogle Drive
  • ActionRemove user from GitHub orgGitHubGitHub
  • ActionUpdate subtask statuses on the boardmonday.com
  • OutputPost completion comment with manual follow-upsSlack

What it does

Makes your Monday offboarding board actually do the work instead of just tracking it. When a coordinator moves a departure card to In Progress, the workflow runs the access-removal steps and updates each subtask on the card with a real result, so the board reflects what has truly been revoked.

When to use it

Use this when HR or IT coordinates offboarding in Monday and you want the board to be the single source of truth. It closes the gap between a checklist that says done and access that is actually gone.

How it works

  1. 1A Monday status-change event fires when an offboarding item enters In Progress.
  2. 2The workflow reads the employee details and the requested revocation subtasks from the item.
  3. 3It suspends the user's Google Workspace account and reassigns their calendar events.
  4. 4It removes the user from the GitHub organization.
  5. 5As each step finishes, it updates the matching subtask status and timestamp on the Monday item.
  6. 6It posts a final completion comment summarizing what was done and any steps that need manual follow-up.

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 GitHubRepos, issues, pull requests, actions.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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