Supplier & Partner CoordinationPurpose
1.2. An automated workflow distributes review invitations, collects partner responses, schedules meetings, tracks KPIs, logs outcomes, distributes evaluations, and triggers follow-up automations.
1.3. This ensures no reviews are missed, partner performance strengthens, and partnership risks are proactively identified and mitigated.
Trigger Conditions
2.2. Automated KPI thresholds: Review is triggered if KPIs (inventory, delivery, sales) drop below preset values.
2.3. Manual override: Admin can launch a review automation as needed.
2.4. Automated new partner onboarding: Triggers initial review automation after set period.
Platform Variants
• Feature/Setting: Calendar API – automate recurring review meeting invites, set with event reminders.
3.2 Google Calendar
• Feature/Setting: Calendar Events API – create automated review events, invite partners, attach video links.
3.3 Slack
• Feature/Setting: Reminders & Event Bot – automate review reminders, automatic channel announcements.
3.4 Trello
• Feature/Setting: Card Creation API – automate creation of review task cards; attach to partner boards.
3.5 Asana
• Feature/Setting: Task Automation – auto-generate partner review tasks and assign deadlines.
3.6 Monday.com
• Feature/Setting: Automations – schedule recurring review pulse, auto-notify stakeholders.
3.7 Salesforce
• Feature/Setting: Scheduled Flows – automate performance review tasks, send partner surveys.
3.8 Zoho CRM
• Feature/Setting: Workflow Automation – auto-create and assign reviews, aggregate partner data.
3.9 HubSpot
• Feature/Setting: Workflow – trigger periodic automated partner review outreach and logging.
3.10 Mailchimp
• Feature/Setting: Campaign Scheduling – automate partner review notifications.
3.11 Twilio
• Feature/Setting: Programmable Messaging API – automate SMS reminders for review attendance.
3.12 SendGrid
• Feature/Setting: Automation API – send automated email invites & post-meeting summary.
3.13 Zoom
• Feature/Setting: Meetings API – automate meeting creation, send invites, add video links to calendar.
3.14 Microsoft Teams
• Feature/Setting: Graph API – automate recurring Teams meetings, auto-distribute agendas.
3.15 Google Sheets
• Feature/Setting: Sheets API – auto-log review results, sync outcomes with partner database.
3.16 Notion
• Feature/Setting: API Integration – automated review doc creation, distribute to partner workspace.
3.17 Airtable
• Feature/Setting: Automated Records – add/update partner review records, trigger follow-ups.
3.18 DocuSign
• Feature/Setting: Envelope API – automate sending review outcome agreements for e-signature.
3.19 Typeform
• Feature/Setting: Responses API – auto-distribute partner feedback surveys post-review.
3.20 Jotform
• Feature/Setting: Submission Triggers – automate feedback collection after review, schedule next review.
Benefits
4.2. Automating improves partner accountability with tracked reviews and automated documentation.
4.3. Saves time by eliminating manual scheduling and reminders – all automatable.
4.4. Enhances data quality with automated performance tracking and follow-ups.
4.5. Enables scalable multi-partner management by automating every review touchpoint.
4.6. Increases engagement and responsiveness with automated multi-channel reminders and surveys.
4.7. Facilitates compliance: all reviews are automatedly logged and securely stored.