1.Runs weekday at 06:45 AM
Integrate Schedule by Zapier to trigger the evaluation run so you can check due timelines automatically.
Create performance evaluation cards for upcoming staff reviews
Automatically monitor weekday schedules across Zapier Tables and Trello. Create and update when evaluations fall within the next three weeks—so you can find due employees, build review task cards, and assign supervisors without manual tracking.
How this automation creates performance review cards
When the 06:45 AM weekday schedule runs, overdue reviews can slip and supervisors miss the handoff. This automation finds due evaluations, looks up supervisors, and creates Trello cards with checklists and due dates—so your team can move reviews forward without chasing details.
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2.Find due employee evaluation records
Intégrer Zapier Tables and reporting queries to find employee records à evaluation dates within 21 days to prepare review cards.
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3.Loops employee records for variables
Integrate Looping by Zapier and data mapping to loop each returned employee record and map fields for card creation.
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4.Look up supervisor contact
Integrate Zapier Tables and record lookup to match supervisor references and return the supervisor contact or owner reference for assignment.
5.Creates or finds due soon card
Integrate Trello and checklist tools to find or create a due soon card, add a checklist with the form link, and set a due date.
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