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Create weekly DSAT coaching meetings and sync tracker

Automatically monitor weekly schedule runs across Schedule by Zapier, Formatter by Zapier, Code by Zapier, Webhooks by Zapier, Looping by Zapier, and Google Sheets. Create and update when weekly timer fires, reporting week starts, or scheduled run beginsβ€”so you can schedule coaching meetings, assemble talking points, and update RCA tracker rows without manual reporting.

How this automation creates DSAT coaching meetings

When the weekly schedule fires, DSAT items can pile up and coaching planning gets delayed or missed. This automation fetches specialists, builds meeting talking points, and updates your RCA trackerβ€”so your team can follow through consistently.

  1. 1.Triggers weekly DSAT meeting batch

    Integrate Schedule by Zapier, scheduling and automation tools to start the weekly run for DSAT meeting creation.

    Schedule by Zapieror swap with your favorite app
  2. 2.Normalizes reporting date

    Integrate Formatter by Zapier and data mapping tools to normalize the trigger timestamp to the reporting date.

    Formatter by Zapieror swap with your favorite app
  3. 3.Computes reporting week code

    Integrate Code by Zapier and week calculation logic to compute the reporting week code for lookups.

    Code by Zapieror swap with your favorite app
  4. 4.Fetches active team members

    Integrate Webhooks by Zapier and feedback APIs to fetch active specialists filtered by manager and map IDs to emails.

    Webhooks by Zapieror swap with your favorite app
  5. 5.Iterates specialists in a loop

    Integrate Looping by Zapier and iteration logic to split specialist emails and IDs and run actions per assignee.

    Looping by Zapieror swap with your favorite app
  6. 6.Looks up tracker row by assignee and week

    Integrate Google Sheets and spreadsheet lookups to find the matching row by assignee email and reporting week.

    Google Sheetsor swap with your favorite app

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Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
ActiveCampaign
Lyft
Webflow
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

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