The step-by-step process for automating employee onboarding with documents and tasks:
- 🔍 Set up a trigger node that listens for a new employee being added to the HR system.
- 📁 Use a Google Drive node to create a folder for the new employee’s documents.
- 📃 Upload necessary onboarding documents to the created folder using the Google Drive node.
- 📧 Send an email to the new employee with a link to the folder and instructions using the Email node.
- 🔒 Use the Google Sheets node to generate a unique access code for the new employee.
- 📝 Create tasks for the new employee’s onboarding process in a project management tool like Trello or Asana using the respective nodes.
- 🗂️ Organize tasks into different stages (pre-onboarding, orientation, training, etc.) for a structured onboarding process.
- 🔔 Set up notifications to remind HR and managers about pending tasks or deadlines using the Slack or Telegram nodes.
- ✅ Upon completion of each task, update the status in the project management tool using the respective node.
Summary of APIs, Scripts, and Tools Used:
- Google Drive API – Used to create folders and upload documents.
- Google Sheets API – Generated unique access codes for employees.
- Email API – Sent onboarding instructions to new employees.
- Trello/Asana API – Created and managed tasks for onboarding process.
- Slack/Telegram API – Sent notifications to HR and managers about pending tasks.
