IT OPS
Scheduled Pre-Start Access Prep Sweep
Each morning, scans for hires starting in three days and pre-stages their accounts and welcome materials so everything is ready before day one.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily weekday morning schedule
- ActionQuery hires starting in 3 daysAirtable
- LogicSkip already-provisioned hires
- ActionStage folder + welcome packetGoogle Drive
- ActionPre-add to org and assign licenseMicrosoft Teams
- OutputPost prep digest to SlackSlack
What it does
Runs a daily sweep that looks ahead for upcoming start dates and prepares access in advance instead of scrambling on the first morning. It pre-creates accounts, drops a welcome packet, and notifies IT of anything that needs a human.
When to use it
Use this when same-day provisioning leaves new hires waiting on accounts. Staging three days out gives IT a buffer to resolve license shortages or naming conflicts before the employee logs in.
How it works
- 1A scheduled trigger runs every weekday morning.
- 2An Airtable action queries the onboarding tracker for hires whose start date is exactly three business days away.
- 3A logic step filters out anyone already provisioned to avoid duplicates.
- 4A Google Drive action creates each hire's folder and copies the standard welcome packet into it.
- 5A Microsoft Teams action pre-adds them to the org and assigns a license.
- 6A final Slack digest summarizes who was prepped and flags any failures to #it-onboarding.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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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.