Offboarding recipe
Secondary-calendar ownership reminder before an account is deleted
“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 scheduled run, only due-soon departures with an unresolved secondary-calendar review trigger an owner reminder and a personal escalation task; no account or calendar is changed.
Starter: On a schedule (e.g. each weekday morning during active offboarding periods)
Build
Steps
- Read the departure checklistSheetsUse the Sheets 'Get sheet contents' step to read upcoming departures, last days, checklist owners, and whether secondary-calendar ownership has been reviewed.
- Keep only unresolved calendar checksUse the 'Filter a list' step to keep departure rows whose calendar-ownership review is still open and whose last day is inside your reminder window.
- Remind each checklist ownerGmailUse 'Repeat for each' with Gmail 'Send an email' to remind the named owner to inspect and transfer any organization-owned secondary calendars before the account-deletion step in the separate offboarding runbook.
- Create a personal escalation taskTasksUse Tasks 'Create a task' for the flow owner when a departure is close, so the unresolved calendar check has a visible manual follow-up.
Data
Variables
- Departing user — From the maintained departure checklist. (e.g. Sam Okafor)
- Last day — The employee's planned last working day. (e.g. 2026-10-02)
- Checklist owner — The person responsible for the calendar review. (e.g. it-ops@example.com)
- Calendar review status — A manual status in the Sheet. (e.g. Open)
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, Gmail, and Tasks (subject to your admin's Studio step controls).
- A maintained offboarding Sheet with last day, checklist owner, and secondary-calendar review status columns.
Boundaries
Security & limitations
Security notes
- Restrict the departure Sheet because it contains employment timing and account-lifecycle information.
- Send only the minimum reminder detail to the named internal checklist owner.
- Subject to your admin's Studio controls and DLP policy.
What it does not do
- This flow does NOT discover secondary calendars, inspect ownership, transfer a calendar, or delete/suspend an account.
- The calendar review status is maintained manually in the Sheet; the flow only filters and reminds from that record.
- Calendar ownership transfer is a separate administrator action outside this Workspace Studio recipe.
Verify
Test it safely
- Workspace Studio test runs take real actions — this test really sends reminder emails and creates Google Tasks.
- Use a test Sheet with one fictional departure and your own email as the checklist owner.
- Confirm that a completed row is filtered out and an open, due-soon row produces one email and one personal task.
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
Additional sources
Additional source
An update on secondary calendar lifecycle changes and a new API
Published by Google · Source dated 30 March 2026 · Checked 26 August 2026
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