Use cases
Get started with one of these automation flows.
Automation flows
22
Automations you can use in flows
Use the following or create custom automations.
Tasks
123
Create
A ticket to Freshservice
Create
A Google Workspace account
Schedule
Self-study time for the learner
Provide
Assignments to complete before next session
Send
Learning material of the course
Notify
Manager of the course completion
Pair
Learners with mentors of the course
Schedule
Introduction to the course
Schedule
A salary review
Notify
Upcoming salary review
Schedule
A team-wide session about reviews
Create
A ticket to Zendesk
Remind
To fill the review form
Provide
Training to new manager on running reviews
Remind
Managers of follow-up actions
Send
A question for quick thoughts after review session
Notify
Upcoming performance review
Invite
To recurring shared onboarding meeting
Invite
To recurring team meetings
Send
A peer review form to team mates
Send
Congratulations from HR for successful probation period
Create
A ticket to Trello
Remind
About the ending probation period
Schedule
A performance review
Schedule
Offboarding plan meeting with manager
External partners about the departing employee
Schedule
Farewell drinks with the team
Remind
New hire to enroll to company benefits
External partner about the new employee
Schedule
QA meeting with HR
Provide
Resources for benefit-related questions
Provide
Overview of available benefits
Remind
About incomplete enrollment
Schedule
A planning meeting with the team
Notify
Account manager of onboarding completion
Customer onboarding forms
Notify
Customer of onboarding status
Remind
Customer of upcoming deadlines
Provide
Vendor with company policies and procedures
Send
Vendor non-disclosure agreements
Schedule
Vendor background checks
Notify
Vendor manager of onboarding completion
Remind
Vendor of upcoming deadlines
Vendor onboarding forms
Notify
Vendor of onboarding status
Message
Employee about available benefits during leave
Schedule
Follow-up with employee returning from leave
Schedule
A follow-up meeting with HR
Notify
HR of buddy program status
Provide
Resources for buddy training
Notify
Notify buddy of onboarding tasks
Send
A feedback form to candidate
Remind
Interviewers to prepare for upcoming interview
Send
An interview guide to newbie interviewers
Introduce
Candidate profile to interviewers
Send
An invitation to the first call
Send
Follow-up email after interview
Send
Rejection email
Remind
Candidates of upcoming interviews
Remind
IT of any necessary access changes during the leave
Schedule
A meeting with HR to discuss benefits and paperwork
Provide
Resources on leave policies and procedures
Notify
The employee's manager and team of the upcoming leave
Schedule
A meeting with the employee to discuss leave details
Schedule
A meeting with the buddy program coordinator
Schedule
Meeting with the employee to discuss their transition
Notify
HR of employee transition request
Send
A feedback form about the process
Provide
A transition plan or checklist
Remind
About the transition meeting
Provide
Resources on the new team and role
Schedule
A team-building activity
Schedule
Team member 1on1s
Notify
New manager to introduce yourself to the team as manager
Notify
HR of completed training
Remind
Upcoming training session
Schedule
Training on management skills
Notify
Current manager of shadowing schedule
Schedule
Time to shadow current manager
Pair
With another potential manager
Notify
Mentor of scheduled meeting
Schedule
A mentorship meeting
Send
Transition plan to the employee
Send
A review of new job responsibilites
Introduce
To new team members
Schedule
Team lunch with new hire
Onboarding schedule to new hire
Send
A welcome message from leaders
Remind
To send company swag
Remind
To watch the recordings if missed any live sessions
Send
A company glossary
A shadowing meeting
Schedule
1on1 meeting with buddy
Block off time
Time in calendar when paid-time-off approved
Notify
To take some time off
Schedule
An event on benefits enrollment window
Notify
Upcoming paid-time-off
Notify
Manager about employee anniversary
Announce
Employee anniversary
Notify
Denied paid-time-off request
Notify
Residence permit renewal
Notify
Employee name change
Remind
Holiday season change
Notify
Work time change
Remind
ESOP vesting time
Schedule
1on1 meeting with manager
Send
Orientation package with policies
Schedule
Training sessions with relevant teams
Notify
IT to grant necessary access
Send
A personalised welcome email
Provide
Onboarding materials and resources
Introduce
New hire to relevant team members
Schedule
Recurring check-in meetings
Remind
To return company property
Notify
IT to remove system access
Schedule
Exit interview with manager
Schedule
Exit interview with HR
Notify
Relevant teams of departure
Schedule
A kick-off meeting
Confirm
Payment and invoicing details
Schedule
Relocation planning call
Send
Relocation resources and checklists
Schedule
Post-relocation check-ins
Pair
New hire with buddy
Provide
Buddy training and resources
Remind
Upcoming buddy meeting
Send