⚠️ Available with any of the following subscriptions: Standard or Professional packages
Once you've set up the trigger event, the next step is to add tasks for execution.
To get started, click the '+' icon within the trigger field and choose what you'd like to add. Here are the available options:
Create a task: Define specific tasks that need to be completed as part of the workflow.
Send an email: Automate the process of sending emails to relevant individuals or a group of employees.
Send a welcome letter: Automatically send an invitation to the system.
Generate a document: Configure the system to generate specific documents, such as offer letters, contracts, or reports.
Send a webhook: Integrate with external applications or services by sending webhook notifications.
Trigger the workflow: Automate workflow activation within existing workflows.
Google Workspace action: Automate the creation or deletion of Google Workspace for new hires or terminated employees
How to send a welcome letter
When setting up your Onboarding flow or any other workflows, include the "Send welcome letter" action in the sequence of actions. Once the workflow is triggered, the system will automatically send an invitation to the affected employee.
After the workflow is triggered, the affected employee will receive the invitation to join the system on their email.
