Onboarding recipe
New-hire welcome pack (welcome email, Drive folder, induction meeting)
“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
On each onboarding form submission: the new hire receives a welcome email, a Drive folder is created, and an induction meeting is scheduled.
Starter: When a form response comes in (your onboarding intake Google Form)
Build
Steps
- Send the welcome emailGmailUse the Gmail 'Send an email' step to email the new hire their day-one welcome, links, and who to contact. Insert the person's name and start date from the form response using variables.
- Create a starter Drive folderDriveUse the Drive 'Create a folder' step to create a folder for the new hire's onboarding documents. Name it from the form response variables.
- Book the induction meetingCalendarUse the Calendar 'Set up a meeting' step to schedule the orientation/induction session and add the relevant guests.
Data
Variables
- New hire name — From the onboarding form response. (e.g. Priya Shah)
- New hire email — From the onboarding form response. (e.g. priya@example.com)
- Start date — From the onboarding form response. (e.g. 2026-09-01)
- Department — From the onboarding form response. (e.g. Finance)
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 Google Workspace edition (Business, Enterprise, or Education) with Workspace Studio and Gemini enabled by your admin.
- Access to Gmail, Drive, and Calendar (subject to your admin's Studio step controls).
- An existing onboarding intake Google Form.
Boundaries
Security & limitations
Security notes
- The welcome email may include internal links — keep its contents least-privilege and avoid sensitive credentials.
- The Drive folder is created but Workspace Studio has no step that automatically grants the new hire access to it — share it manually with the right least-privilege permissions.
- Subject to your admin's Studio controls and DLP policy.
What it does not do
- Does NOT provision or configure the Google Workspace account — there is no directory/Admin step.
- Does NOT automatically grant the new hire access to the created folder.
- Shared Drive placement is not documented as supported — create the folder in a location you have verified (e.g. My Drive) rather than assuming Shared Drive behaviour.
- Not an HRIS — it does not track onboarding tasks to completion.
Verify
Test it safely
- Workspace Studio test runs take real actions — a test really sends the email, creates the folder, and books the meeting.
- Test by submitting the form with your own address and a throwaway date, and point the meeting at a test calendar.
- Delete the test folder/meeting afterwards.
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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