1.Detect updated review form entry
Integrate Cognito Forms and form routing tools to retrieve the submitted review document and metadata when an entry updates.
Create performance review goals and tasks for staff
Automatically retrieve submitted performance review documents and review entry data across Cognito Forms and Microsoft SharePoint. Create and update when goal items are added and projects or sections get created in Asana—so you can upload files, set up structured goals, and assign follow-ups without manual paperwork.
How this automation accelerates goal follow-up
When performance review entries arrive in scattered forms, manual storage and task setup can stall follow-ups. This automation retrieves documents, formats fields, uploads files, and creates Asana projects, sections, and tasks—so your team can move from review to action fast.
Cognito-Formulareor swap with your favorite app
2.Normalizes fields for storage
Integrate Formatter by Zapier and data formatting tools to normalize entry dates and sanitize employee and reviewer names for filenames.
Formatter von Zapieror swap with your favorite app
3.Uploads review document to employee folder
Integrate Microsoft SharePoint and document storage tools to upload the review file into the configured employee folder.
Microsoft SharePointor swap with your favorite app
4.Creates or finds staff Asana project
Integrate Asana and project tracking tools to find the staff member project and create one when it is missing.
Asanaor swap with your favorite app
5.Loops through submitted goal items
Integrate Looping by Zapier and iteration tools to process each submitted goal row and prepare section creation inputs.
Looping mit Zapieror swap with your favorite app
6.Creates section for each goal
Integrate Asana and task structuring tools to create a section per goal and map goal text to the section name.
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 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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