1.Monitor completed records
Integrate Airtable and workflow automation tools to detect completed people records and map record ID and core person fields.
Create performance review PDFs and attach to profiles
Automatically monitor completed people records across Airtable and templating tools. Create and update review PDFs when completed review records appear, completion flags are set, or self-assessments are missingβso you can generate certificates, attach documents to profiles, and set uploaded status without manual exports.
How this automation creates review PDFs for profiles
When completed records stay unprocessed, profiles miss timely grading documentation and certificate assets. This automation creates documents and certificate PDFs, then updates Airtable attachments and the uploaded flagβso your team can keep review delivery on schedule.
Airtableor swap with your favorite app
2.Filters qualifying grading records
Integrate Filter by Zapier and conditional logic tools to continue only for qualifying completed review records or allow missing self-assessment.
Filter by Zapieror swap with your favorite app
3.Formats completion date year
Integrate Formatter by Zapier and date transformation tools to map the completion date and extract the year for certificate fields.
Formatter by Zapieror swap with your favorite app
4.Creates review document from template
Integrate Google Docs and document templating tools to create a review PDF export link using assessment fields and empty-fields preferences.
Google Docsor swap with your favorite app
5.Creates certificate presentation from template
Integrate Google Slides and slide templating tools to create a certificate PDF export link using the full name and formatted year placeholders.
Google Slidesor swap with your favorite app
6.Waits before attaching PDFs
Integrate Delay by Zapier and timing tools to wait 10 minutes before finalizing profile attachments.
Delay by Zapieror swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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