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

Email

External partners about the departing employee

Schedule

Farewell drinks with the team

Remind

New hire to enroll to company benefits

Email

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

Email

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

Email

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

Email

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

Email

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

An equipment order form