1.Runs on weekday schedule
Integrate Schedule by Zapier and scheduling automations to create a two week lookup window for finding attendees.
Send two-week training follow-up survey emails to attendees
Automatically monitor the weekday schedule from Zapier and format a two week lookup date across Zapier tools. Send survey invitation emails when scheduled runs fire, attendee match dates line up, or qualifying records appear—so you can calculate lookups, find attendees, and collect feedback without manual outreach.
How this automation sends timely training feedback surveys
When the weekday schedule fires, delayed follow up can cause low response rates and stale insights. This automation identifies matching attendees and sends survey invitations—so your team can capture timely course feedback.
Programación por Zapieror swap with your favorite app
2.Creates lookup date ISO value
Integrate Formatter by Zapier and date formatting tools to subtract 14 days and output an ISO lookup date.
Formatter by Zapieror swap with your favorite app
3.Finds attendee records by date
Integrate Zapier Tables and data tables to search for matching rows and return grouped attendees for outreach.
Zapier Tablesor swap with your favorite app
4.Iterates attendee email recipients
Integrate Looping by Zapier and templating variables to loop through results and expose contact email and attendee identifier.
Looping por Zapieror swap with your favorite app
5.Sends personalized survey emails
Integrate SMTP by Zapier and email delivery tools to send survey invitations using the attendee identifier as a link parameter.
SMTP de Zapieror swap with your favorite app
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Paso 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Paso 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Paso 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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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