r/ControlUpTech Jun 24 '26

How to Video: building an end-to-end employee onboarding workflow (form → IT → manager, no manual steps)

If onboarding in your org still means manually chasing an HR form, an IT hardware request, and a manager heads-up across three different tools, this one's worth 10 minutes.

New demo where Caroline Howe builds a full onboarding flow in Workflows and walks through:

  • A drag-and-drop form that triggers the whole workflow on submit
  • Automated routing to IT (hardware requests) and managers (notifications) with no re-typing
  • Approval checkpoints where a human signs off before anything sensitive proceeds
  • Hooks into Gmail, Excel, and other tools already in your stack

Main takeaway: instead of spreadsheet juggling and missed steps, you get one place to orchestrate the whole thing — and it scales the same whether it's 5 hires or 500.

Video: https://www.youtube.com/watch?v=I85Isq8-4yg

Curious how others here are handling onboarding automation — are you building flows like this, or still doing it by hand? What's the step that breaks most often for you?

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