1.Detect form submission created
Integrate Zapier Forms and approval workflows to capture new compensation-change submissions to create approval requests.
Create compensation and promotion letters for your team
Automatically monitor compensation change submissions across Zapier Forms and Slack. Create and update signed letters and payroll tracking rows when approvals arriveβso you can route requests, record approvers, and document changes without manual paperwork.
How this automation creates signed letters
When compensation or promotion form submissions need approval, delays can stall payroll and people ops. This automation sends approval requests, creates document letters from templates, and logs tracking rows and linksβso your team can finalize compensation updates without chasing documents.
Zapier Formsor swap with your favorite app
2.Sends approval request
Integrate Slack to send an approval request with mapped compensation fields and the effective date to request sign-off.
Slackor swap with your favorite app
3.Finds user by ID
Integrate Slack to look up the approver real name from the responder ID to record approver identity.
4.Formats effective date
Integrate Formatter by Zapier and date parsing to format the form date string to produce the letter date.
Formatter by Zapieror swap with your favorite app
5.Creates letter from template
Integrate Google Docs and document templates to create the signed letter and save it in the configured template folder.
Google Docsor swap with your favorite app
6.Adds tracking spreadsheet row
Integrate Google Sheets and payroll tracking to add a row with approver, formatted date, and the document link for audits.
Google Sheetsor swap with your favorite app
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Speed up document approvals with automated routing, approval reminders, and record updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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