1.Detect review form submissions
Integrate Zapier Forms and form capture tools to capture new review submissions and normalize name and date fields.
Update review records and post executive summary to execs
Automatically monitor performance review form submissions across Zapier Forms and HR workflows. Create and update review records, generate executive summaries, and notify executives and teamsβso you can review outcomes without manual follow-up.
How this automation updates review records fast
When review form submissions land, delays can slow approvals and leave executives without clear next steps. This automation formats submissions, updates the review table, generates an executive summary, updates Jira when available, and posts Slack notificationsβso your team can move faster.
Zapier Formsor swap with your favorite app
2.Extract and normalize submission data
Integrate Formatter by Zapier and data transformation tools to extract and format reviewer name components and submission dates.
Formatter by Zapieror swap with your favorite app
3.Find or create HR review record
Integrate Zapier Tables and database tools to search the HR reviews table by submitter email and update or create a record.
Zapier Tablesor swap with your favorite app
4.Generate executive summary and score
Integrate ChatGPT (OpenAI) and summarization tools to generate an improvement-focused executive brief and numeric score.
ChatGPT (OpenAI)or swap with your favorite app
5.Update linked Jira issue
Integrate Jira Software Cloud and issue tracking tools to update an issue description or comment and map summary fields to custom fields.
Jira Software Cloudor swap with your favorite app
6.Post executive and automation alerts
Integrate Slack and notification tools to post the summary and record link to the executive channel and the automation channel.
Slackor swap with your favorite app
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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.
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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
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Jacob Sirrs, Marketing Operations Specialist
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