1.Detect new file in intake folder
Integrate Google Drive and storage tools to trigger when a new file appears in your configured intake folder to route starter files.
Create personnel folder and file new starter documents
Automatically monitor new starter document files across Google Drive. Create personnel folders and tracking rows when files land in intakeβso you can route HR documents, capture employee details, and attach folder links without manual paperwork.
How this automation protects onboarding paperwork
When new starter document files arrive in an intake folder, unfiled documents can slow onboarding and create folder-link chaos. This automation uses Google Drive to capture new files, parses filenames, creates a Google Sheets tracking row, and uses Zendesk to find users and create personnel foldersβso your team can keep documentation organized automatically.
Google Driveor swap with your favorite app
2.Extract employee number and name
Integrate Formatter by Zapier and filename parsing to transform title data and extract the employee number to capture name parts.
Formatter by Zapieror swap with your favorite app
3.Create tracking row for processing
Integrate Google Sheets and spreadsheet tools to create a processing row to record extracted number, formatted number, and intake timestamp.
Google Sheetsor swap with your favorite app
4.Find user by employee number
Integrate Zendesk and directory lookup tools to find the matching user by employee number to build a canonical folder title.
Zendeskor swap with your favorite app
5.Find or create folder and copy file
Integrate Google Drive and document storage tools to find or create the personnel folder and copy the file to update the sheet with the folder link.
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