A Smarter Way to Welcome New Employees

At UX Consultancy, we help teams simplify repetitive processes so they can focus on meaningful work. In this demo, Oscar walks through our Onboarding Email Automation, which automatically sends custom messages to new starters and updates their records in Google Sheets.

For HR and operations teams, managing onboarding communication can be time-consuming. This automation ensures every new starter receives a personalised welcome email while keeping your spreadsheet accurate and up to date.

Instead of checking spreadsheets, drafting emails, and tracking who has been contacted, this workflow handles everything automatically, giving you a faster and more reliable onboarding process.

How It Works

1. Google Sheets Monitoring
   The automation keeps an eye on your onboarding sheet for new or updated entries. It filters for contacts marked as PENDING and ignores those already processed.

2. Individual Handling
   Each pending contact is processed separately so every new starter receives their own personalised message.

3. Custom Email Sending
   The system uses each person’s details to generate and send a tailored email, ensuring consistent and accurate communication.

4. Status Update
   Once the email is sent, the automation updates the Google Sheet to mark the contact as PROCESSED, keeping records clean and preventing duplicates.

Within moments, your new hires receive a professional email while your spreadsheet reflects every update automatically.

The Benefits

🟠 Ensures every new starter receives a timely, personalised email
🟠 Prevents duplication by updating records automatically
🟠 Saves time by removing manual spreadsheet checks and email sending
🟠 Provides teams with a consistent and reliable onboarding workflow

This approach is ideal for HR and operations teams that want a more streamlined and dependable onboarding experience without the manual effort.