1.Detect matching completion email
Integrate Gmail and email parsing tools to watch for matching emails, so you can parse CSV attachments into training line items.
Update training records and send completion emails to staff
Automatically monitor for new course-completion CSV emails across Gmail and Airtable. Create or update training status records and send completion and reminder emailsβso you can notify staff and managers without manual reporting.
How this automation updates training records faster
When completion CSV emails arrive without automated handling, staff follow-ups get delayed and training status stays inconsistent. This automation parses CSV rows, finds the right employee record, updates status fields, and sends completion or reminder emailsβso your team stays aligned.
Gmailor swap with your favorite app
2.Fetch and parse CSV rows
Integrate Code by Zapier and CSV parsing tools to parse attachment links into line items like email, module, status, and status date.
Code by Zapieror swap with your favorite app
3.Iterate and map each row
Integrate Looping by Zapier and data mapping tools to iterate rows and map row fields to employee training status updates.
Looping by Zapieror swap with your favorite app
4.Find employee record by email
Integrate Airtable and employee directory tools to look up employee record IDs by matching the row email field.
Airtableor swap with your favorite app
5.Update training and attendance fields
Integrate Airtable and reporting systems to update last-attended and status fields using parsed date and status values.
6.Send completion or reminder email
Integrate Gmail and email automation tools to send a personalized completion or reminder to the employee and CC the manager.
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