Quarterly review reminders for all staff

Purpose

1.1. Automate organization-wide quarterly review reminders for all architecture staff, ensuring regular feedback cycles, compliance with internal KPIs, and seamless internal communication.
1.2. Supports management in automating scheduling and tracking of feedback meetings, reducing missed reviews and manual follow-up.
1.3. Automates notification delivery through diverse channels, unifying reminders for design practitioners, project managers, and administration.
1.4. Creates a standardized, automatable system for managing and recording review participation and responses.

Trigger Conditions

2.1. Automated trigger based on the start of each calendar quarter (Jan 1, Apr 1, Jul 1, Oct 1).
2.2. Modified trigger adjustable to fiscal quarters set in HRIS platforms.
2.3. Ad-hoc automation option for custom dates (set by HR/Management API input).
2.4. Triggered by a cron job, workflow scheduler, webhook, or scheduled email/calendar event.

Platform Variants

3.1. Slack
• Feature/Setting: Incoming Webhooks; automate sending review reminders to #reviews channel using POST requests.
3.2. Microsoft Teams
• Feature/Setting: Teams Bot Framework API; channels/chat scheduled automation for bulk reminder tasks.
3.3. Google Workspace (Gmail & Calendar)
• Feature/Setting: Apps Script + Calendar API; automates emailing and calendar invites to designated user groups.
3.4. Outlook 365
• Feature/Setting: Microsoft Graph API; automate reminders via mail.send and event.create.
3.5. Twilio SMS
• Feature/Setting: Programmable Messaging Automation; automate personalized SMS reminder flows to staff.
3.6. SendGrid
• Feature/Setting: Mail Send API; batch email automation with merge fields for personalized reminders.
3.7. Mailgun
• Feature/Setting: Messages API; automates mass custom reminders with webhook status updates.
3.8. Zoho People
• Feature/Setting: Scheduler + Notifications API; automatable reminders within HR portal, with attendance links.
3.9. BambooHR
• Feature/Setting: Automated Workflows; automate reminders by triggering based on hire date or review schedule.
3.10. Workday
• Feature/Setting: Workday Studio + Review Timetable APIs; automates notification pushes to all employees.
3.11. Monday.com
• Feature/Setting: Automations + Email Integration; when quarterly date occurs, automated item reminders sent.
3.12. Asana
• Feature/Setting: Rules + Email/Slack integration; automates task assignment and reminders for reviews.
3.13. Trello
• Feature/Setting: Butler Automation; automates card due dates and checklist progress for reviews.
3.14. Jira
• Feature/Setting: Automation Rules; triggers recurring reminders as tickets/comments for each department.
3.15. Notion
• Feature/Setting: Notion API; automate periodic project review reminders via integration with staff databases.
3.16. Salesforce
• Feature/Setting: Process Builder/Flow; automates staff reminders using Task and EmailMessage objects.
3.17. HubSpot
• Feature/Setting: Workflows; automates emails and in-app notifications for internal review events.
3.18. Zoho CRM
• Feature/Setting: Workflow Rules; automate email/SMS reminders on schedule to linked contacts.
3.19. ClickUp
• Feature/Setting: Automations - Recurring tasks with comment reminders to assigned staff.
3.20. Freshservice
• Feature/Setting: Orchestration Apps + Workflow Automator; send reminders to staff and managers on schedule.
3.21. Zapier
• Feature/Setting: Multi-step Zaps; automating cross-platform review reminders via email, Slack, or SMS.
3.22. Airtable
• Feature/Setting: Automations; automate record checks and reminder emails to all relevant staff.
3.23. Google Chat
• Feature/Setting: Apps Script or API bot messaging; automated broadcast reminders to chat rooms.
3.24. Zoho Cliq
• Feature/Setting: Cliq Bots; automate direct messages and broadcast notifications for reviews.

Benefits

4.1. Automates the distribution of review reminders, ensuring all staff are notified reliably.
4.2. Improves compliance and staff accountability by automating audit-trails of notifications.
4.3. Eliminates manual tracking, freeing HR and managers to focus on review content, not logistics.
4.4. Strengthens internal feedback loops, automating both initiation and response tracking.
4.5. Supports a consistent, scalable, automatable review process adaptable to growth and staff changes.
4.6. Boosts participation and timeliness by automating reminders across multiple channels.
4.7. Ensures regulatory and standards compliance by automating evidence of review activities.