Offboarding recipe
Offboarding evidence capture (log the departure and notify the review owner)
“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 offboarding form submission: a timestamped row is added to the log and the review owner is notified. No account is modified.
Starter: When a form response comes in (your leaver/offboarding Google Form)
Build
Steps
- Log the departure to a tracking SheetSheetsUse the Sheets 'Add a row' step to record the leaver, their last day, and the systems to review — building a timestamped offboarding evidence log.
- Notify the access-review ownerChatUse the Chat 'Send a message' step to alert the person responsible for the access review that a leaver needs action.
Data
Variables
- Leaver name — From the offboarding form response. (e.g. Sam Okafor)
- Last day — From the offboarding form response. (e.g. 2026-09-15)
- Systems to review — From the offboarding form response. (e.g. Gmail, Jira, VPN)
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 with Workspace Studio and Gemini enabled by your admin.
- Access to Sheets and Chat (subject to your admin's Studio step controls).
- An offboarding intake Google Form and an Offboarding Log spreadsheet.
Boundaries
Security & limitations
Security notes
- The log may contain personal data (names, systems) — restrict who can view the spreadsheet.
- Post to an existing Chat space you control; subject to your admin's Studio controls and DLP policy.
What it does not do
- Does NOT disable, suspend, transfer ownership of, or delete any Google Workspace account — there is no directory/Admin step. This flow only records and notifies.
- Does NOT revoke third-party SaaS access — that is a manual follow-up.
- Chat cannot create a space — post to an existing space.
Verify
Test it safely
- Workspace Studio test runs take real actions — a test really adds a row and really posts a Chat message.
- Test with a fictional leaver against a test Sheet and a test Chat space.
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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