- Customer Automation
- Review Process
- Performance review automation
Automate performance review documentation
Automating performance review documentation streamlines the end-to-end process of collecting, organizing, and distributing feedback across multiple platforms without manual intervention. By triggering tasks, comments, or notifications whenever a new review is submitted, teams stay aligned and responsive, reducing delays and improving transparency. Scheduled summaries and structured transformations ensure that insights are captured consistently and shared in the formats and channels that teams actually use.
Filter by common apps:
Google Forms
Google Docs
Google Drive
Email by Zapier
Close
Slack
Code by Zapier
Webhooks by Zapier
SafetyCulture
Digest by Zapier
Signaturely
Asana
MeisterTask
Schedule by Zapier
Looping by Zapier
Airtable
Delay by Zapier
Formatter by Zapier
- Generate performance review document from Google Forms, share via Google Drive, and notify stakeholders by email
- Create structured notes in Close for published custom activities
Create structured notes in Close for published custom activities
- Process Slack messages, format content, generate product review, and post back to Slack
Process Slack messages, format content, generate product review, and post back to Slack
- Compile completed inspections from SafetyCulture and summarize in a weekly digest
Compile completed inspections from SafetyCulture and summarize in a weekly digest
- Create task in Asana for completed documents in Signaturely
Create task in Asana for completed documents in Signaturely
- Capture performance review details in Asana comments when form is submitted
Capture performance review details in Asana comments when form is submitted
- Log completed tasks in Google Docs, and prepare digest with Digest by Zapier
Log completed tasks in Google Docs, and prepare digest with Digest by Zapier
- Trigger weekly quality assurance review, loop through conversation data, and post structured review request
Trigger weekly quality assurance review, loop through conversation data, and post structured review request
- Update Airtable record to indicate pass review after delay
Update Airtable record to indicate pass review after delay
