1.Watch annual review event start
Integrate Google Calendar and calendar event fields to watch matching Annual Review events and pull start time and descriptions.
When annual review events start, manual tracking risks outdated schedules and missed check-ins. This automation extracts contact emails, finds review records, and updates next-review dates and flagsβso your team keeps cycles on time.
Integrate Google Calendar and calendar event fields to watch matching Annual Review events and pull start time and descriptions.
Integrate Formatter by Zapier and data extraction tools to map event description fields to an extractor to capture email identifiers.
Integrate Zapier Tables and database lookup tools to map extracted email to the table key and locate the right review record.
Integrate Zapier Tables and date calculation tools to set next-review date to start time plus one year and update flags.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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