Onboarding recipe
Existing Chat-space onboarding notification and admin follow-up
“Verified” means checked against Google’s official Workspace Studio documentation — not that CertPilot has run this flow in a live Workspace.
Overview
What this recipe does
A new member of the existing space receives the approved welcome, the space sees the join notification, and the flow owner gets a personal follow-up task.
Starter: When someone joins a space (an existing Google Chat space)
Build
Steps
- Send the newcomer a direct welcomeChatUse the Chat 'Send a message' step to send the joined user the space purpose, working norms, and links to the approved onboarding material.
- Post the join event to the spaceChatUse the Chat 'Post in a space' step to tell the existing space that a new member joined and name the human owner for any role-specific introduction.
- Create an IT follow-up taskTasksUse the Tasks 'Create a task' step to add a personal task for the flow owner to verify the person's onboarding checklist outside Chat. Google Tasks creates the task in the flow owner's primary task list; it is not assigned to the newcomer.
Data
Variables
- Joined user — The user supplied by the space-joined starter. (e.g. Priya Shah)
- Space name — The existing Chat space that triggered the flow. (e.g. IT Operations)
- Onboarding guide link — A maintained internal guide URL inserted into the message. (e.g. https://docs.google.com/document/d/example)
Google Gemini
Describe it with AI
Paste this draft into Google Workspace Studio's Describe it with AI box, then review and adjust the flow it builds. This is Google's Gemini feature — CertPilot does not run any AI.
Before you start
Prerequisites
- An eligible work or school Google Workspace account with Workspace Studio and Gemini enabled by your admin.
- Access to Chat and Tasks (subject to your admin's Studio step controls).
- An existing Google Chat space and an approved onboarding guide link.
Boundaries
Security & limitations
Security notes
- Keep the welcome message free of credentials and sensitive access details; link only to material the joined user is allowed to view.
- Confirm the existing space's membership and external-user policy before posting the join event.
- Subject to your admin's Studio controls, DLP, and external-user approval policy.
What it does not do
- Workspace Studio cannot create a Chat space — this starter watches an existing space.
- Does NOT provision an account, add the person to other groups/spaces, or grant any application access.
- The created Google Task belongs to the flow owner; Workspace Studio's documented Tasks step does not assign it to the newcomer.
Verify
Test it safely
- Workspace Studio test runs take real actions — this test really sends Chat messages and creates a Google Task.
- Use a test Chat space and a test user you are authorised to add, then confirm the direct message, space post, and owner task.
- Remove the test member and delete the test task when finished.
Provenance
Official sources
Primary source
Official source
Guide to Starters & Steps in Workspace Studio
Published by Google · Source dated 3 December 2025 · Checked 26 August 2026
Last verified 26 August 2026
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