Internal ops · Workflow template

New hire → provision accounts everywhere

A new row in your HR sheet kicks off Google Workspace, Slack, GitHub, and Notion accounts in parallel — and emails the welcome packet on day one.

Google Sheets Gmail Slack GitHub Notion Outlook

The workflow at a glance

Trigger
New hire row
Foreach
Each system
Action
Create account
Action
Invite to repo
Action
Add to workspace
Action
Send welcome

How this workflow works, step by step

  1. 1 Trigger New hire row

    The workflow starts when Google Sheets signals "new hire row". Carly is listening continuously, so the run begins within seconds of the event.

  2. 2 Foreach Each system

    Carly loops over a list — each system — and runs the next steps once per item. Works for leads, attendees, rows, files, anything iterable.

  3. 3 Action Create account

    Finally Carly takes action in Gmail or Slack: create account. This is the thing that actually moves the world.

  4. 4 Action Invite to repo

    Finally Carly takes action in GitHub: invite to repo. This is the thing that actually moves the world.

  5. 5 Action Add to workspace

    Finally Carly takes action in Notion: add to workspace. This is the thing that actually moves the world.

  6. 6 Action Send welcome

    Finally Carly takes action in Gmail or Outlook: send welcome. This is the thing that actually moves the world.

When to use this template

  • You want this work to happen consistently without anyone remembering to do it.
  • You're already using Google Sheets and Gmail, and the manual version of this is eating real minutes a week.
  • You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

  • This task only happens once or twice a month — the setup cost won't pay back.
  • The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
  • Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: New hire → provision accounts everywhere

What it should do:
A new row in your HR sheet kicks off Google Workspace, Slack, GitHub, and Notion accounts in parallel — and emails the welcome packet on day one.

Steps:
1. Trigger: New hire row
2. Foreach: Each system
3. Action: Create account
4. Action: Invite to repo
5. Action: Add to workspace
6. Action: Send welcome

Tools to wire up: Google Sheets, Gmail, Slack, GitHub, Notion, Outlook

Set it live once you've got it working. Thanks!

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Google Sheets
Gmail
Slack
GitHub
Notion
Outlook

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "New hire → provision accounts everywhere" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Google Sheets.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Ready to run New hire → provision accounts everywhere?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly