1.Document Completed
Integrate PandaDoc and document management tools to detect completed employment agreements and qualifying supporting docs before routing to reviewers.
Create new hire record and store signed papers
Automatically monitor completed employment documents across PandaDoc, Microsoft SharePoint, Human in the Loop, Microsoft Outlook, and Notion. Create and update when agreement completed, signed PDF finalized, or document marked completedβso you can file PDFs, route approvals, and create onboarding records without manual paperwork.
How this automation preserves your onboarding records
When Document Completed, delays can stall onboarding and leave signed papers scattered across inboxes and drives. This automation uploads documents and routes approvals and notifications while creating a new hire recordβso your team can onboard faster without chasing files.
PandaDocor swap with your favorite app
2.Uploads completed PDF
Integrate Microsoft SharePoint, file storage tools, and document organization systems to upload the completed PDF into your document store.
Microsoft SharePointor swap with your favorite app
3.Validates supporting documents
Integrate PandaDoc, search tools, and validation workflows to find supporting documents and continue only for qualifying completed records.
4.Requests approval review
Integrate Human in the Loop, review workflows, and timeout rules to send the SharePoint link and collect approve or decline decisions.
Human in the Loopor swap with your favorite app
5.Sends welcome email
Integrate Microsoft Outlook and email outreach tools to send a welcome message with an onboarding form link to the recipient address.
Microsoft Outlookor swap with your favorite app
6.Creates new hire database item
Integrate Notion and HR data tools to create a new hire entry mapping names, job details, contacts, and start location.
Notionor swap with your favorite app
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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