1.Detect updated candidate row
Integrate Smartsheet and reporting tools to detect updated rows and continue only for qualifying onboarding records.
Create onboarding task requests and consent forms for hires
Automatically monitor updated candidate rows across Smartsheet, Content Snare, SignWell, and Microsoft Outlook. Create and update when status qualifies, onboarding criteria changes, or sent flags updateβso you can create requests, generate consent forms, and update sent flags without manual paperwork.
How this automation accelerates your onboarding paperwork
When Smartsheet rows are updated, delays can stall new hire documentation and slow approvals. This automation creates content requests and signature requests and sends onboarding emails and updates your Smartsheet statusβso you can move hires through consent faster.
Smartsheetor swap with your favorite app
2.Create content request
Integrate Content Snare and template tools to create an onboarding request, returning a share-via-link request URL.
Content Snareor swap with your favorite app
3.Create eSignature request
Integrate SignWell and eSignature workflows to create a consent signature request and return a signing link.
SignWellor swap with your favorite app
4.Send onboarding email
Integrate Microsoft Outlook and email templates to send onboarding emails with both links for request and signing.
Microsoft Outlookor swap with your favorite app
5.Update sent flag and date
Integrate Smartsheet and date fields to mark the sent flag and write a success timestamp.
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Explore all new hire documentation automations
Accelerate onboarding paperwork with automated document collection, signature routing, and file organization
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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