1.Catches review packet payload
Integrate Webhooks by Zapier and batch mapping tools to receive the manual trigger payload and map review references to a batch field.
Send performance review packets to managers for signature
Automatically catch hook review batches across Webhooks by Zapier, Zapier Tables, and Gmail. Get signature-ready packets when batch payloads arrive, review references map, or digest content appearsβso you can send manager emails, deduplicate managers, and compile digests without manual chasing approvals.
How this automation accelerates signature-ready reviews
When review packets and manager assignments are handled manually, signature delays and follow-up work pile up. This automation catches hook payloads, finds review records, deduplicates managers, and emails consolidated HTML packets for signatureβso your team can collect approvals faster.
Webhooks by Zapieror swap with your favorite app
2.Finds matching employee reviews
Integrate Zapier Tables and database query tools to query your employee review table and return manager identifier fields.
Zapier Tablesor swap with your favorite app
3.Generates a distinct manager list
Integrate Code by Zapier and JavaScript tools to output a distinct list of managers from the Zapier Tables results.
Code by Zapieror swap with your favorite app
4.Iterates through each manager
Integrate Looping by Zapier and per-manager processing tools to iterate the distinct manager list for consolidated packet delivery.
Looping by Zapieror swap with your favorite app
5.Assembles manager digest content
Integrate Digest by Zapier and templating tools to assemble each manager's review links and HTML digest body.
Digest by Zapieror swap with your favorite app
6.Formats the manager email
Integrate Formatter by Zapier and data formatting tools to extract and format the manager email from the loop identifier.
Formatter by Zapieror swap with your favorite app
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Approve billing statement and start approval workflow now
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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.
See how teams are automating with Zapier (and loving it!)
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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