1.Monitor new item on board
Integrate monday.com, workflow rules, and data fields to detect new onboarding pulses to start document creation.
Create onboarding folder and docs for new transitions
Automatically monitor new items on the monday.com board across monday.com and onboarding tools. Create and update when onboarding pulses appear, transitions start, or tracking needs a new entryβso you can generate folders, docs, and logs without manual setup.
How this automation creates onboarding folders and docs
When new transitions arrive but onboarding materials sit incomplete, delays slow every handoff. This automation formats dates and filters records, then creates SharePoint folders, copies templates, and adds tracking rowsβso your team can launch faster.
monday.comor swap with your favorite app
2.Formats the source date
Integrate Formatter by Zapier and date mapping to format the source date to a consistent folder date string.
Formatter by Zapieror swap with your favorite app
3.Routes only qualifying records
Integrate Filter by Zapier and record conditions to continue only for qualifying onboarding stages or property types.
Filter by Zapieror swap with your favorite app
4.Creates the onboarding folder
Integrate Microsoft SharePoint and folder libraries to create a dated onboarding folder and return the folder link.
Microsoft SharePointor swap with your favorite app
5.Copies and renames the template
Integrate Dropbox and template folders to find the first matching template and copy it with a new name.
Dropboxor swap with your favorite app
6.Adds a tracking workbook row
Integrate Microsoft Excel and master tracking sheets to add a new row with date, type, title, and folder link.
Microsoft Excelor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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