1.Captures completed document
Integrate SignNow to catch completed documents and download the signed PDF for downstream onboarding use.
Create onboarding tasks and send welcome emails to hires
Automatically monitor document completed events across SignNow and HR tools. Create onboarding tasks and send welcome emails when signer details and signed timestamps arriveβso you can update rosters, attach files, and notify partners without manual paperwork.
How this automation files signed hires and starts onboarding fast
When a signed hire document arrives, delays can stall onboarding and miss critical file handoffs. This automation downloads the signed PDF, updates roster records and HR entries, and sends welcome emails while creating Todoist onboarding tasksβso your team can move immediately.
SignNowor swap with your favorite app
2.Finds the signer row
Integrate Microsoft Excel to find the signer by email and return the matching row id for roster updates.
Microsoft Excelor swap with your favorite app
3.Updates onboarded status
Integrate Microsoft Excel to mark the found row as onboarded and set the onboarded timestamp.
4.Finds or creates HR record
Integrate Zapier Tables to ensure a canonical HR record exists and store the signed PDF link.
Zapier Tablesor swap with your favorite app
5.Sends the welcome email
Integrate Microsoft Outlook to send the welcome email with the signed PDF and handbook attachment to the hire.
Microsoft Outlookor swap with your favorite app
6.Creates onboarding tasks
Integrate Todoist to create the parent task and add subtasks for onboarding follow-up and comms.
Todoistor 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
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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