Data-driven performance review automation

Purpose

1.1. Automate data-driven performance reviews for horse trainers by aggregating, analyzing, and reporting animal training progress and management metrics.
1.2. Enable automated tracking of training sessions, behavioral data, milestones, and health status for optimal animal care.
1.3. Automates the generation and distribution of actionable insights to trainers, stakeholders, and veterinarians for continuous improvement in animal training outcomes.

Trigger Conditions

2.1. New training session completion logged in management system.
2.2. Scheduled weekly/monthly review date reached.
2.3. Trainer submits performance notes or videos.
2.4. Animal health-status update detected in database.
2.5. Third-party sensor or wearable transmits new telemetry data.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate report generation with Scheduled Reports and Custom Triggers (API endpoint: `/services/data/vXX.X/query`).

3.2. Airtable
• Feature/Setting: Automator with Airtable Automations; configure trigger: “When record matches conditions,” action: “Create Record” or “Send email” via API.

3.3. Google Sheets
• Feature/Setting: Apps Script triggers; automate by using `onEdit` trigger and `SpreadsheetApp` API for dynamic updates and reporting.

3.4. Microsoft Power Automate
• Feature/Setting: Automated Flow; use “When an item is created or modified” for SharePoint lists, “Send an email” action, and custom connectors.

3.5. Slack
• Feature/Setting: Incoming Webhooks for automated notifications; use Slack API method `chat.postMessage` with Bot User OAuth Token.

3.6. Mailchimp
• Feature/Setting: Automated email campaigns triggered by API event, using `/automations/` endpoint for performance review blast.

3.7. Monday.com
• Feature/Setting: Automate item updates; configure board automation “When status changes to done, notify someone” and use API `/v2/` for board data.

3.8. Trello
• Feature/Setting: Automate card creation; use Butler automation with “when a card is moved to list” trigger and Trello API for reporting.

3.9. Zapier
• Feature/Setting: Multi-step zap triggered on new database entry; automate connections to email, SMS, and document export actions.

3.10. Pipedrive
• Feature/Setting: Workflow Automation for Deal updates; trigger “Deal updated,” use `/deals/{id}` API for custom data push.

3.11. HubSpot
• Feature/Setting: Automated Workflows for contact updates; config trigger “property value changes,” API `/crm/v3/objects/contacts`.

3.12. Notion
• Feature/Setting: Database Automation using Notion API `/v1/pages`; trigger “When database updated,” automate page creation for reviews.

3.13. Dropbox
• Feature/Setting: File upload trigger; automate running scripts on CSV data and distribute generated PDF reports via API `/2/files/upload`.

3.14. Google Drive
• Feature/Setting: File creation trigger with Drive API `/files`; automate report upload and sharing to user groups.

3.15. ClickUp
• Feature/Setting: Task automation “When status changes to complete”; use API `/api/v2/task` to automate review task assignment.

3.16. Asana
• Feature/Setting: Rule-based automation; configure “Task marked complete” => notify project owner, use API `/tasks`.

3.17. Twilio SMS
• Feature/Setting: Automated SMS alert on review completion; use SMS API endpoint `/2010-04-01/Accounts/{AccountSid}/Messages.json`.

3.18. DocuSign
• Feature/Setting: Automated document request for review signature; trigger template with `/envelopes` endpoint.

3.19. Typeform
• Feature/Setting: API webhook trigger on form submission; automate data push to review workflow via `/forms/{form_id}/responses`.

3.20. QuickBooks
• Feature/Setting: Automated invoice generation for additional training sessions based on performance review outcome, API `/v3/company/{companyId}/invoice`.

3.21. Smartsheet
• Feature/Setting: Automated update requests for performance review data, trigger by sheet changes using /2.0/sheets/{id}/rows API.

3.22. Microsoft Outlook
• Feature/Setting: Automated calendar event and email invite triggers; use Graph API `/me/events` for scheduling review meetings.

Benefits

4.1. Automates repetitive review processes, saving time and minimizing errors in horse training progress analysis.
4.2. Enables automators to ensure real-time, data-driven insights and enhances animal welfare via instant feedback.
4.3. Automatable workflows allow scalable, consistent performance evaluations across multiple trainers and animals.
4.4. Automated integration with diverse platforms supports tailored reporting, notifications, and compliance in animal management.
4.5. Reduces administrative overhead, automating trainer focus toward higher-value tasks and animal outcomes.