C
CertPilot

Onboarding recipe

Existing Chat-space onboarding notification and admin follow-up

When someone joins an existing Chat space, send the newcomer a welcome message, notify the space, and create a personal follow-up task for IT.
StarterNot run by CertPilotVerified

“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

  1. 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.
  2. 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.
  3. 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 userThe user supplied by the space-joined starter. (e.g. Priya Shah)
  • Space nameThe existing Chat space that triggered the flow. (e.g. IT Operations)
  • Onboarding guide linkA 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.

When someone joins my existing IT Operations Chat space, send that person a direct welcome message with the onboarding guide, post a short join notification in the space, and create a personal Google Task for me to verify their onboarding checklist.

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