1.Monitor new sheet rows
Integrate Smartsheet to watch for new rows and capture disciplinary or performance case inputs to start triage.
Create disciplinary triage tasks for HR and managers
Automatically monitor new Smartsheet rows across Smartsheet. Create HR triage tasks from disciplinary or performance cases and route them to the right project so you can assign follow-up quickly, keep records up to date, and avoid manual case chasing.
How this automation accelerates your HR follow-up
When qualifying disciplinary or performance rows sit in a sheet, follow-up can stall and cases get missed. This automation filters rows, branches by department, and creates Asana tasks with the right project detailsβso your team can triage same day.
Smartsheetor swap with your favorite app
2.Filters by follow-up indicator
Integrate Filter by Zapier and conditional logic to continue only when the follow-up indicator matches configured values.
Filter by Zapieror swap with your favorite app
3.Routes by department to branch
Integrate Paths by Zapier to branch on the department field and select the right project section.
Paths by Zapieror swap with your favorite app
4.Creates triage task
Integrate Asana to create a task with row details, set due date to next business day, and populate custom fields.
Asanaor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Connecteam, Formatter by Zapier, Google Sheets, Webhooks by ZapierSwap with your favorite apps.
Add coaching submissions to employee records and notes
Your coaching form submissions don't get recorded in employee profiles, leaving points and incident context missing. Add submissions to profiles and a central log so HR and managers can act same day.
- Apps: Ninja Forms, Filter by Zapier, Google Sheets, GmailSwap with your favorite apps.
Add employee inquiries to tracking sheet and notify team
Your HR inquiry form submissions often lack a central record, delaying responses and follow-up. It logs each qualifying submission to a tracking sheet and alerts the team for same-day triage.
- Apps: Webhooks by Zapier, Code by Zapier, Google SheetsSwap with your favorite apps.
Add employee issue rows from incoming report submissions
Your candidate and employee issue reports arrive unstructured, causing manual entry and slow triage. This lets coordinators triage issues the same day.
- Apps: Asana, Formatter by Zapier, Code by Zapier, Filter by ZapierSwap with your favorite apps.
Add HRBP collaborator to qualifying HR case tasks
When new HR case tasks lack the right collaborator, your HRBP and recruiters miss context and triage is delayed. You get immediate collaborator routing so cases are triaged same day.
- Apps: Jotform, Filter by Zapier, Microsoft ExcelSwap with your favorite apps.
Add incident form submissions to HR tracking sheet
Your incident and suggestion form submissions go unrecorded, creating investigation delays and audit gaps. It records each submission in a central sheet so HR can triage and report issues same day.
- Apps: Asana, Formatter by Zapier, Code by Zapier, Filter by ZapierSwap with your favorite apps.
Add recruiter follower to new HR triage tasks
Your HR task triage for benefits and offboarding can lack follower context and clear assignment, delaying next steps. Add follower routing so coordinators can triage and respond same day.
- Apps: Asana, Formatter by Zapier, Code by Zapier, Filter by ZapierSwap with your favorite apps.
Assign benefits and offboarding tasks to HR owner
Your HR intake tasks arrive with inconsistent tags, so benefits, leaves, and COBRA issues remain untriaged and delay responses. It routes them to the right HR owner for prompt triage same day.
- Apps: Asana, Code by Zapier, Filter by Zapier, ChatGPT (OpenAI), SlackSwap with your favorite apps.
Assign HR requests to owners and notify team
Your HR request tasks arrive without a clear owner or context, so coordinators delay payroll and benefits work. The workflow assigns owners and posts a team alert so triage happens same day.
- Apps: Asana, Formatter by Zapier, Code by Zapier, Filter by ZapierSwap with your favorite apps.
Assign incoming accommodation requests to the correct owner
Your HR task queue misroutes accommodation requests, leaving coordinators unclear on ownership and delaying employee support. This routes qualifying HR tasks to the correct owner for faster triage.
- Apps: Zoho Desk, Filter by Zapier, AI by Zapier, Zapier TablesSwap with your favorite apps.
Classify new People Ops tickets and log results
Your People Ops tickets arrive unlabeled, leaving coordinators without category context for triage. Classifications are logged to your table for same-day triage and weekly analytics.
- Apps: Slack, Formatter by Zapier, Zapier TablesSwap with your favorite apps.
Create benefit case records from staff mentions now
Your benefits requests sent as employee mentions often go untracked and delay approvals. Log them to a central benefits case table so coordinators can triage requests same day.
- Apps: Microsoft Outlook, AI by Zapier, FreshserviceSwap with your favorite apps.
Create change of manager ticket from supervisor email
Your inbox gets supervisor emails naming new managers, forcing HR to extract names and delay updates. Create tickets capturing employee and manager names so HR can apply changes same day.
- View all
Explore all HR case management automations
Speed up HR case resolution with automated case intake, status routing, and escalation alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.