1.Runs monthly trigger for quarter
Integrate Schedule by Zapier to detect the configured quarter schedule window and start the quarterly workflow.
Create quarterly departure trends deck for HR review
Automatically run a monthly schedule trigger for configured quarter months across Schedule by Zapier, Formatter by Zapier, Google Sheets, Storage by Zapier, and Google Slides. Create and update when quarter month matches, quarterly schedule hits, or a new quarter deck is missingβso you can build a departure trends deck, aggregate exit counts, and reuse template lists without manual reporting.
How this automation accelerates quarterly HR reporting
When the monthly schedule hits configured quarter months, deadlines stack up for HR reporting. This automation filters quarter runs, computes quarter titles, and builds a Google Slides departure trends deckβso your team can review trends faster.
Schedule by Zapieror swap with your favorite app
2.Continues only on quarter months
Integrate Filter by Zapier to stop non quarter months and run the automation only on the selected quarter timing.
Filter by Zapieror swap with your favorite app
3.Computes quarter label and title
Integrate Formatter by Zapier and date logic tools to compute quarter labels and map the presentation title placeholder.
Formatter by Zapieror swap with your favorite app
4.Aggregates exit interview rows
Integrate Google Sheets and reporting systems to get worksheet rows and aggregate counts into slide metric placeholders.
Google Sheetsor swap with your favorite app
5.Retrieves saved departure list
Integrate Storage by Zapier and template systems to retrieve the saved departure list and map it to the template list placeholder.
Storage by Zapieror swap with your favorite app
6.Creates deck from template
Integrate Google Slides and presentation tools to create a deck from the template and fill title, metrics, list, and date placeholders.
Google Slidesor swap with your favorite app
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