The blueprint
Trigger
New Hire Intake is submitted
Every run starts from one submission.
Action
Create Onboarding Tasks
Action
Send Welcome Email
Action
Notify Team
Transform
Mark Documents Received
HR fills one form. The checklist, the welcome, the announcement, and the paperwork all happen on their own.
Onboarding fails in the gap between offer accepted and day one, and it fails the same way every time, somebody forgets a step. This recipe turns that whole stretch into one submission. HR enters the new hire once; their task card is created, their welcome email goes out with a document-upload link, and the team is told who's starting and when. When the documents come back, a second workflow matches them to the right record and marks them received. The tracker sheet always shows exactly where each hire stands.
Free · no credit card · you connect your own apps
Installing provisions each one, wired together and ready to run.
Where HR enters a new hire: name, personal email, role, department, manager, start date, work location. One submission kicks off everything.
Linked from the welcome email. The hire uploads their required documents; submissions match to their onboarding record and mark documents received.
The hire's first message: a warm welcome, a start-date reminder, and the link to upload their documents.
Fires on intake: creates the onboarding tasks, sends the welcome email with the upload link, stamps the onboarding record, and announces the hire to the team.
Fires when the hire submits their documents, matches them to the onboarding record by email, and marks documents received.
You connect your own accounts. Swap any app that offers an alternative at install.
Creates an onboarding-tasks card for each new hire, tagged with their role, department, start date, manager, and the configured checklist. Swap for Notion.
Sends the welcome email with the document-upload link. Swap for Brevo.
Announces the new hire to the team channel. Swap for Telegram.
One New Hire Intake submission captures the person, their personal email, role, department, manager, start date, and work location, and kicks the whole thing off. That's the only manual step in the entire recipe.
The workflow creates an onboarding-tasks card in Trello carrying your standard checklist and any mandatory training, tagged with their role, department, start date, and manager. You define that checklist once at install and every hire after gets it identically. Swap Trello for Notion, Asana, or Monday.com.
A branded Welcome & Documents email goes to the new hire with a link to upload everything HR needs before day one. It arrives while they're still excited about the offer, which is precisely when people actually do their paperwork.
A Slack message announces the new hire and their start date, so nobody is surprised by an unfamiliar face on Monday and the manager isn't the only person who knew. Swap Slack for Telegram, Discord, or Google Chat at install.
The new hire uploads through the document form, and the Document Collection workflow matches the submission to their record by email and marks documents received. No forwarding attachments, no renaming files, no one asking whether the ID copy ever arrived.
The Onboarding Tracker sheet shows exactly where every hire stands: setup, awaiting-documents, ready. One view answers the only question HR actually gets asked about onboarding: who still needs chasing?
Everything it creates is an ordinary form, table and workflow in your workspace. Edit any of it after install. Nothing is locked.