1.Runs on weekday morning schedule
Integrate Schedule by Zapier and automation schedulers to format the trigger date for onboarding matching.
Send welcome packet and onboarding emails to new hires
Automatically check for new hires starting today across Schedule by Zapier, Formatter by Zapier, Google Sheets, Google Docs, and Gmail. Create and update welcome packets when weekday schedules run, start dates match, or welcome emails are dueβso you can generate PDFs, send onboarding links, and mark rows as processed without manual follow-up.
How this automation delivers onboarding packets on time
When weekday schedules run and start dates need matching, delays can leave new hires without access to key forms and instructions. This automation finds today hires, creates welcome PDFs, sends welcome and onboarding emails, and updates each Google Sheets rowβso your team can onboard faster.
Schedule by Zapieror swap with your favorite app
2.Formats trigger date
Integrate Formatter by Zapier and data formatting tools to convert the trigger date to your sheet date string.
Formatter by Zapieror swap with your favorite app
3.Finds rows for today
Integrate Google Sheets and spreadsheet search to look up hires whose start date matches the formatted date.
Google Sheetsor swap with your favorite app
4.Creates document from template
Integrate Google Docs and document templates to generate a welcome packet PDF and capture an export link.
Google Docsor swap with your favorite app
5.Sends welcome and onboarding emails
Integrate Gmail and email delivery tools to send the PDF welcome email and the onboarding form request with CC.
Gmailor swap with your favorite app
6.Updates row as processed
Integrate Google Sheets and logging tools to set the status field and record the processed timestamp after emails succeed.
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Step 1
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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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