1.Detect completed onboarding task
Integrate Asana to monitor completed onboarding tasks in projects and trigger onboarding automation automatically.
Create onboarding tasks and schedule new hire sessions
Automatically monitor completed onboarding checklist tasks in Asana across HR onboarding tools. Create and update onboarding work when onboarding tasks complete, onboarding sessions are queued, or invites need sending—so you can create tasks, send invites, and update logs without manual coordination.
How this automation schedules your onboarding sessions
When completed onboarding tasks signal a new hire, delays can stall orientation. This automation formats the task, finds or creates onboarding records, calculates dates, creates tasks, schedules calendar events, and updates the log—so your team can move faster.
Asanaor swap with your favorite app
2.Split task name and extract employee
Integrate Formatter by Zapier and parsing tools to split the completed task name and extract employee name and role placeholders.
Formatter by Zapieror swap with your favorite app
3.Find matching onboarding log record
Integrate Zapier Tables and data search tools to find onboarding log records by location and extracted employee name.
Zapier Tablesor swap with your favorite app
4.Calculate induction schedule dates
Integrate Code by Zapier and date tools to calculate week 1 and session offset dates from the completed task timestamp.
Code by Zapieror swap with your favorite app
5.Create section and onboarding tasks
Integrate Asana and task management tools to create project sections and onboarding tasks with due dates and assignees.
6.Create calendar events for sessions
Integrate Microsoft Outlook and calendar tools to create session events for each scheduled start time and attendee.
Microsoft Outlookor swap with your favorite app
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Explore all employee onboarding automations
Accelerate employee onboarding with automated task routing, new hire notifications, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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