1.Finds nightly manager CSV file
Integrate Google Drive and file folders to find the configured CSV file and to map it into processing-ready content.
Create welcome drafts for new managers and update roster
Automatically monitor the daily schedule trigger across Google Drive and Google Sheets for new-manager roster inputs. Create and update when files are processed and roster matches are found or drafts are readyβso you can create welcome drafts, update master roster rows, and notify HR reviewers without manual reporting.
How this automation accelerates onboarding welcome drafts
When every day at 06:45 AM arrives, onboarding updates can lag and HR can miss roster changes. This automation extracts new-manager CSV rows and updates your master roster, then creates welcome email drafts and notifies reviewersβso your team can review messages before anything goes out.
Google Driveor swap with your favorite app
2.Extracts CSV rows into payload
Integrate Files By Zapier, CSV parsing tools, and data transformers to extract text and to convert it into row payloads.
Files By Zapieror swap with your favorite app
3.Reads parsed rows and loops
Integrate Google Sheets, spreadsheet mapping, and row iteration tools to read parsed rows and to generate fields per manager.
Google Sheetsor swap with your favorite app
4.Creates or updates master roster
Integrate Google Sheets and roster lookup tools to match by email, create the row if missing, and stamp the processed date.
5.Creates welcome email drafts
Integrate Gmail and email templates to create draft messages using mapped names, job titles, and greeting details.
Gmailor swap with your favorite app
6.Sends reviewer message with link
Integrate Google Chat and team review workflows to alert HR reviewers with the mapped name and a drafts folder link.
Google Chator swap with your favorite app
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