1.Maps updated starter row
Integrate Google Sheets and reporting systems to map updated row fields to employee and manager contacts for audit-ready onboarding data.
Send OH info requests to new starters and managers
Automatically map starter row updates across Google Sheets and Gmail. Send requests and route manager approvals when starter row updates, unique identifier remaps, or contact email fields changeβso you can enrich records, email employees, and request manager input without manual email chasing.
How this automation streamlines onboarding requests
When a starter row is updated in Google Sheets, onboarding requests can go out late or to the wrong person, creating follow-up overhead. This automation watches starter updates, appends combined dataset entries, and sends role-based email requestsβso your team can collect required forms without chasing updates.
Google Sheetsor swap with your favorite app
2.Appends to combined dataset
Integrate Google Sheets and analytics tools to add enriched combined dataset rows using lookup formulas from the updated starter data.
3.Branches by role criteria
Integrate Paths by Zapier and onboarding rules to route qualifying roles that require manager input down the right email path.
Paths by Zapieror swap with your favorite app
4.Sends request to employee
Integrate Gmail and form workflows to send the role-information request to the employee with the unique reference link.
Gmailor swap with your favorite app
5.Sends request to manager
Integrate Gmail and onboarding workflows to send the role-information request to the manager only when manager input is required.
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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