1.Runs daily at your configured time
Integrate Schedule by Zapier and scheduling tools to detect the daily window to start onboarding workflows.
Send onboarding next-steps email to new hire candidate
Automatically run daily onboarding email matching across Zapier Tables and Microsoft Outlook. Send personalized onboarding emails and update send status when the daily schedule starts or send date matches today or recipient email is present—so you can send onboarding updates, complete records, and keep candidates moving without manual reporting.
How this automation accelerates candidate onboarding
When the daily send schedule runs but onboarding emails are still manual, candidates can miss preboarding and timelines slip. This automation monitors daily timing and looks up due records, then sends onboarding emails and marks records completed—so your team can move candidates forward.
Schedule by Zapieror swap with your favorite app
2.Formats today's date
Integrate Formatter by Zapier and date formatting tools to transform the trigger timestamp into a lookup-ready date string.
Formatter by Zapieror swap with your favorite app
3.Finds due candidate records
Integrate Zapier Tables and record lookups to find matching records by the configured send date.
Zapier Tablesor swap with your favorite app
4.Fetches candidate details by reference
Integrate Recruitee and candidate profile lookups to refresh contact details when table records store only IDs.
Recruiteeor swap with your favorite app
5.Sends onboarding email with link
Integrate Microsoft Outlook and email templates to send an HTML onboarding email with a preboarding link and instructions.
Microsoft Outlookor swap with your favorite app
6.Marks record as completed
Integrate Zapier Tables and record updates to set send status to completed after the email is sent.
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Accelerate employee onboarding with automated task routing, new hire notifications, and record updates
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Step 1
Connect your tools
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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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