Workflow Templates

3.5. Workflow Templates

3.5.1. New Employee Onboarding Workflow

This onboarding workflow receives a new employee request and automatically creates preparation tasks (HR, resources, administration), then confirms onboarding readiness. Next, the system drafts and sends a welcome email, checks documents: if complete, store records; if missing, send reminder email.

1. Receive new employee (Trigger - When form is submitted): Starts workflow upon form submission and initializes flow input data.
2. Prepare HR documents (Human-in-the-loop - Create Task): Creates tasks for HR to prepare contracts, appendices, and related procedures.
3. Prepare resources (Human-in-the-loop - Create Task): Creates tasks for email/account setup, permissions, and internal resources.
4. Prepare administration (Human-in-the-loop - Create Task): Creates tasks for laptop, seat, access card, etc.
5. Confirm onboarding readiness (Human-in-the-loop - Create Task): Creates task to confirm readiness before next steps.
6. Draft welcome email (Agent - Execute Task): Assigns Agent to draft welcome email content based on employee information.
7. Send onboarding welcome email (Google - Send Email): Sends welcome email to the new employee and related parties.
8. Check documents (Human-in-the-loop - Create Task): Creates task for responsible staff to validate document completeness.
9. Documents complete? (Flow Control - Branch): Branches flow based on document check result.
10. Store HR profile (Storage - Save record to category): Saves/updates employee profile in database when documents are complete.
11. Draft reminder email (Agent - Execute Task): Assigns Agent to draft reminder email for missing documents.
12. Send reminder email (Google - Send Email): Sends reminder email to required recipients.

3.5.2. Daily Profit Calculation Workflow

This workflow aggregates daily sales data and automatically calculates profit for storage, monitoring, and reporting. The flow starts with cost input, then retrieves product and order lists for the day, computes metrics, and writes revenue/profit records to the database.

1. Input costs (Trigger - When form is submitted): Collects daily cost data as calculation input.
2. Get product list (Category/Data - Get record list): Retrieves product list for matching and calculations.
3. Get today's orders (Category/Data - Get record list): Retrieves daily orders for revenue aggregation.
4. Calculate data (Basic - Code): Processes costs, products, and orders to calculate revenue, cost, and profit.
5. Write revenue (Storage - Save record to category): Stores calculation results in database for lookup and reporting.