1.Captures new training completion
Integrate Gravity Forms and form submission tracking tools to capture submission details and start expiration logic for HR records.
Update staff training records from completion form submissions
Automatically capture training completion form submissions across Gravity Forms and Airtable. Create and update when completion submitted, proof file attached, or completion date enteredβso you can update staff proof, set expiration dates, and flag unmatched entries without manual renewals.
How this automation protects staff training records
When a training completion submission arrives, delays can stall renewal planning. This automation monitors Gravity Forms submissions and calculates expiration dates, then updates Airtable records and sends HR manual review requestsβso your team can act faster.
Gravity Formsor swap with your favorite app
2.Adds expiration interval
Integrate Formatter by Zapier and date tools to calculate the expiration date from the submitted completion date.
Formatter by Zapieror swap with your favorite app
3.Find staff record by name
Integrate Airtable and staff database tools to find a matching record using the submitter name field.
Airtableor swap with your favorite app
4.Find staff record by email
Integrate Airtable and staff database tools to fall back to email matching when name lookup fails.
5.Updates staff training proof
Integrate Airtable and record update tools to attach proof and write the calculated expiration date to the staff record.
6.Sends HR proof review request
Integrate Gmail and email notification tools to request manual proof attachment when no staff record is found.
Gmailor swap with your favorite app
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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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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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