Automate performance review process with Google Sheets, Calendar, Email & Slack
Optimize your performance review process with this automated workflow. Running daily at 8 AM, it retrieves scheduled reviews from a Google Sheet, validates upcoming sessions, processes each review, and sends email rem...
Template notes
Optimize your performance review process with this automated workflow. Running daily at 8 AM, it retrieves scheduled reviews from a Google Sheet, validates upcoming sessions, processes each review, and sends email reminders to participants. It also updates Google Calendar events, notifies HR via Slack, and logs review statuses back into the sheet ā ensuring a seamless, tracked, and multi-channel communication experience. š š¤
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What This Template Does
Step 1: Triggers Daily Check at 8 AM to initiate the review process. ā° Step 2: Gets Review Schedule by reading planned reviews from a Google Sheet. Step 3: Filters Upcoming Reviews to focus on sessions within the next 3 days. Step 4: Validates Reviews Scheduled? Ensures reviews exist and are ready to process. Step 5: Splits into Manual to handle each review individually. Step 6: Prepares Review Data for notifications and updates. Step 7: Branches actions: āāā Sends Email Reminder to participants. āāā Updates Calendar Event with the scheduled session. āāā Notifies HR on Slack with review details. āāā Updates Review Status in the Google Sheet with logged feedback.
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Key Benefits 1. Automates daily review scheduling and reminders 2. Ensures timely calendar updates and notifications 3. Centralizes feedback logging in Google Sheets 4. Enhances HR visibility with Slack alerts 5. Reduces manual coordination efforts 6. Improves review process consistency
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Features - Daily trigger at 8 AM - Google Sheet integration for review schedule - Filtering for upcoming reviews (next 3 days) - Validation of scheduled reviews - Multi-channel notifications (email, Slack) - Google Calendar event creation - Real-time status updates in sheets - Manual processing for individual reviews