On a schedule · Onboarding coordinator
Know which documents are still missing.
A signed engagement letter is present, but one registration document is missing and an identification scan is unreadable.
Google Drive
Google Sheets
GmailRole: Onboarding coordinator at a commercial property managerTrigger: The weekly new-client file check
Discuss this workflowOnboarding · Missing documents
Received
Signed engagement letter is present.
Missing
Current company registration document.
Needs review
Identification scan is unreadable.
THE WORK
How the workflow works
- 01Google DriveGoogle Sheets
Read the agreed checklist in Sheets and the client's authorised Drive folder.
- 02Google Sheets
Mark each item present, missing, expired or unreadable in the review sheet.
- 03Gmail
Prepare tailored, unsent requests for the items a person confirms are needed.
THE RESULT
What you get
Time backCuts repeated folder-by-folder checks against the same onboarding list.
GETTING STARTED
What you need to set up
Connect the sources used in this example, then confirm the scope and schedule.
- Google Drive
- Google Sheets
- Gmail
Connections and available actions depend on your account permissions and setup.
HUMAN CHECK
Before anything goes out
The coordinator verifies the file and approves each client request; legal sufficiency remains with the responsible professional.
Illustrative workflow and fictional output, not a customer testimonial or measured result. Actual results depend on source quality and setup.
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