C
CertPilot

Onboarding recipe

New-hire welcome pack (welcome email, Drive folder, induction meeting)

When an onboarding form is submitted, send the new hire a welcome email, create a Drive folder, and book an induction meeting.
IntermediateNot 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

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

  1. 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.
  2. 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.
  3. 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 nameFrom the onboarding form response. (e.g. Priya Shah)
  • New hire emailFrom the onboarding form response. (e.g. priya@example.com)
  • Start dateFrom the onboarding form response. (e.g. 2026-09-01)
  • DepartmentFrom 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.

When a response is submitted to my onboarding form, send the new hire a welcome email using their name and start date, create a Drive folder named for them, and set up an induction meeting with their manager.

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