1.Triggers weekly reminder checks
Integrate Schedule by Zapier, scheduling and time triggers, and coordination workflows to run the weekly check for eligible reminders.
Send feedback reminder three months before annual review
Automatically scan for employees with upcoming annual meetings and missing recent customer feedback across Google Sheets every week. Send email reminders when weekly checks run, review items appear, or feedback goes staleβso you can calculate check dates, filter eligible rows, and notify coordinators without manual follow-up.
How this automation sends reminders at the right time
When the weekly check runs, delayed feedback collection can leave annual reviews underprepared. This automation finds eligible rows, calculates the three month check date, filters results, and sends coordinator emailsβso your team can collect feedback on schedule.
Schedule by Zapieror swap with your favorite app
2.Finds annual meeting rows
Integrate Google Sheets and spreadsheet lookup tools to find rows marked for annual meetings and pull employee feedback details.
Google Sheetsor swap with your favorite app
3.Loops through returned rows
Integrate Looping by Zapier and data mapping tools to loop through employees and map fields into check inputs.
Looping by Zapieror swap with your favorite app
4.Calculates the check date
Integrate Formatter by Zapier and date handling tools to subtract three months from the meeting date and format it.
Formatter by Zapieror swap with your favorite app
5.Filters eligible reminders
Integrate Filter by Zapier and rule-based filtering tools to continue only when status is present and feedback is overdue.
Filter by Zapieror swap with your favorite app
6.Sends reminder emails
Integrate Gmail and email outreach tools to send coordinator emails with meeting date details and last feedback summaries.
Gmailor swap with your favorite app
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