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Create SMART goal item from employee form submissions

Automatically monitor new employee SMART goal submissions across Typeform. Create monday.com items when entries arrive, so you can keep goal records consistent, start intake on time, and keep audit notes without manual copy-paste.

How this automation creates consistent SMART goal records

When new SMART goal submissions come in, delays can block manager review and create inconsistent goal records. This automation turns each Typeform submission into a monday.com item, sets intake status, and appends an audit noteβ€”so your team can act the same day.

  1. 1.Detects new entry and maps fields

    Integrate Typeform and form data tools to map submission payload into SMART goal fields for intake.

    Typeformor swap with your favorite app
  2. 2.Creates performance board item

    Integrate monday.com and performance tracking tools to create an item and set its initial intake status.

    monday.comor swap with your favorite app
  3. 3.Appends update or note

    Integrate monday.com and audit logging tools to add a summary note and reference back to the response.

    monday.comor swap with your favorite app

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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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