1.Monitors new spreadsheet row submissions
Captures each new training submission details so onboarding processing can start and completion data is available.
Mark training complete and create onboarding task for hires
Automatically monitor new spreadsheet row training submissions across Google Sheets. Create and update onboarding records, notify managers, and open or close Jira onboarding tasks when submissions include quiz completion—so you can update status, route issues, and inform the team without manual reporting.
How this automation keeps onboarding checklists on track
When new training submissions land in a Google Sheets spreadsheet, onboarding steps can stall and managers miss deadlines. This automation updates onboarding status and creates Jira onboarding tasks and sends Slack notifications—so your team can keep hires on schedule.
Google Sheetsor swap with your favorite app
2.Creates or updates onboarding record
Finds onboarding records by employee email, then updates onboarding status and completion timestamp or creates a new record when missing.
Zapier Tablesor swap with your favorite app
3.Looks up employee and manager reference
Finds the employee by email and retrieves manager contact reference and employee display fields for downstream routing.
Zoho Peopleor swap with your favorite app
4.Calculates due date and notifies team
Calculates a due date, then uses Jira Software Cloud to create or update the onboarding issue and Slack to notify the team channel.
Formatter by Zapieror 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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Step 1
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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
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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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