Staff Management & HRPurpose
Trigger Conditions
2.2. Automatedly received digital handover form submission.
2.3. Automation via time-based triggers (e.g., end of shift hours).
2.4. Automates on manual activation by shift supervisors.
Platform Variants
3.1. Slack
• Feature/Setting: Automates channel messages using Slack API, `chat.postMessage`
• Sample: Configure automator to send `handover-summary.json` to #shift-handover.
3.2. Microsoft Teams
• Feature/Setting: Automates messages with Microsoft Graph API, `/chats/sendActivityNotification`
• Sample: Automate upload of PDF report to dedicated Teams channel.
3.3. Gmail
• Feature/Setting: Automates email using Gmail API, `users.messages.send`
• Sample: Automate email to all managers with handover report attached as PDF.
3.4. Outlook
• Feature/Setting: Automates email dispatch via Microsoft Graph, `sendMail` endpoint
• Sample: Distribute automated reports to HR inbox.
3.5. WhatsApp Business API
• Feature/Setting: Automates WhatsApp message via `/v1/messages` endpoint
• Sample: Send auto-generated handover summaries to supervisors’ group.
3.6. SendGrid
• Feature/Setting: Automates transactional emails, `Mail Send` endpoint
• Sample: Automation sends daily handover reports directly from SendGrid dashboard.
3.7. Dropbox
• Feature/Setting: Automates file upload with `files/upload` API
• Sample: Automated handover reports archived by date in staff folder.
3.8. Google Drive
• Feature/Setting: Automates file creation/upload, `files.create` in Drive API
• Sample: Automatically uploads handover spreadsheet for team visibility.
3.9. OneDrive
• Feature/Setting: Automates file storage, `/drive/root:/path:/content` endpoint
• Sample: Automate push of finalized shift report PDF.
3.10. Asana
• Feature/Setting: Automates task/comment creation via `/tasks` API
• Sample: Automated task with report link for next shift lead.
3.11. Trello
• Feature/Setting: Automates card creation with `cards` REST API
• Sample: New card auto-populated with critical shift notes.
3.12. Monday.com
• Feature/Setting: Automates item creation using `/items.json`
• Sample: Automation adds handover item with links to all files.
3.13. Notion
• Feature/Setting: Automates page/database creation via Notion API
• Sample: Handover report automatedly pushed as structured page.
3.14. Zendesk
• Feature/Setting: Automates ticket or note creation with `/tickets` endpoint
• Sample: Automation appends shift report note to operations ticket.
3.15. Zoho Mail
• Feature/Setting: Automates shift emails, `/sendmail` API
• Sample: Report distributed automatedly to selected staff list.
3.16. Smartsheet
• Feature/Setting: Automates sheet row or attachment with `/sheets/{id}/rows`
• Sample: Automation adds new handover row and file in nightly cycle.
3.17. Airtable
• Feature/Setting: Automates base entry with `createRecord` endpoint
• Sample: Shift summary auto-recorded for historical lookup.
3.18. Mailgun
• Feature/Setting: Automates email delivery, `/messages` API
• Sample: Automate sending structured HTML handover update daily.
3.19. HubSpot
• Feature/Setting: Automates Timeline Events with `engagements/v1/engagements`
• Sample: Automation logs shift report event to timeline.
3.20. SAP SuccessFactors
• Feature/Setting: Automates document routing via OData API
• Sample: Handover PDFs auto-routed to supervisors' HR profiles.
Benefits
4.2. Ensures handover information is consistently, automatedly delivered.
4.3. Prevents lost information by automating document archiving.
4.4. Reduces human error with reliable automation flows.
4.5. Accelerates staff adaptation by automating notification and documentation.
4.6. Meets compliance needs by automatedly storing digital records.
4.7. Improves restaurant’s staff management by automating workflow handovers.
4.8. Automates adaptation to changing shift schedules using dynamic triggers.