1.Runs hourly to check active experts
Integrate Schedule by Zapier and automation logic to check for active experts on the hourly cadence.
Send onboarding follow-up emails to active experts list
Automatically check active expert rows across Google Sheets on an hourly schedule. Create and update onboarding follow-ups when active experts are flagged, templates are found, or emails are validatedβso you can send welcome emails, assign onboarding status, and clear onboarding flags without manual follow-up.
How this automation accelerates your expert onboarding
When the hourly schedule finds experts marked active, delays can leave welcome messages stuck in drafts and miss the right moment. This automation finds active rows, looks up templates, sends follow-up emails, and updates your sheetβso your team can keep onboarding moving.
Schedule by Zapieror swap with your favorite app
2.Finds active expert rows
Integrate Google Sheets and spreadsheet trackers to find rows with the active status and return row ID and email.
Google Sheetsor swap with your favorite app
3.Looks up onboarding template
Integrate Zapier Tables and template management to retrieve the configured subject and body for each onboarding email.
Zapier Tablesor swap with your favorite app
4.Sends email per expert
Integrate Looping by Zapier and email delivery tools to map fields and send Gmail Send Email to each expert.
Looping by Zapieror swap with your favorite app
5.Updates row after sending
Integrate Google Sheets and spreadsheet updates to set assigned status and clear onboarding flags by row ID.
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