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Update onboarding tasks when trainees finish security training

Automatically run a daily completion check across Schedule by Zapier and HR compliance apps. Get instant onboarding updates when daily checks run, configured time arrives, or scheduled job startsβ€”so you can update tasks, add completion notes, and notify owners without manual enrollment review.

How this automation updates onboarding tasks on time

When security training completions are missed or delayed, onboarding gaps can create compliance risk. This automation checks schedules, fetches learner completions, updates Asana tasks, and notifies ownersβ€”so your team fixes onboarding coverage fast.

  1. 1.Runs daily completion check

    Integrate Schedule by Zapier and scheduling tools to initiate a daily run to check learner training completions.

    Schedule by Zapieror swap with your favorite app
  2. 2.Fetches LMS enrollments

    Integrate Code by Zapier and learning provider APIs to fetch enrollments for the configured campaign and completion dates.

    Code by Zapieror swap with your favorite app
  3. 3.Formats enrollment line items

    Integrate Formatter by Zapier and data formatting tools to convert returned lists into line-item arrays for iteration.

    Formatter by Zapieror swap with your favorite app
  4. 4.Iterates each learner record

    Integrate Looping by Zapier and mapping tools to iterate learner line items and populate loop fields.

    Looping by Zapieror swap with your favorite app
  5. 5.Finds matching Asana task

    Integrate Asana and project search to find a task by mapped email or last name within your configured project.

    Asanaor swap with your favorite app
  6. 6.Updates task to completion

    Integrate Asana and workflow updates to move the task to the completion section and add a completion story.

    Asanaor swap with your favorite app

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Ruggable
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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  1. Step 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Step 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Step 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

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