Purpose
1.2. Automator tracks individual completion of macrobiotic training modules and logs results for managerial oversight.
1.3. Automation covers recurring session scheduling, real-time attendance tracking, and escalated alerts for missed sessions.
1.4. Ensures regulatory compliance and consistent service standards via automated training records.
Trigger Conditions
2.2. Calendar date/time matches training session schedule (automating reminder dispatch).
2.3. Staff marks session accepted/completed (triggers automatic log update).
2.4. Escalation trigger for incomplete trainings after the session (automatedly generates escalation alert).
Platform Variants
• Feature/Setting: Automate sending SMS reminders using the "Messaging" API; configure with staff phone numbers and scheduled sessions.
3.2. SendGrid
• Feature/Setting: Automate email reminders via "Mail Send" API; use templates with session details and RSVP links.
3.3. Google Calendar
• Feature/Setting: Automator creates calendar invites using "Events: insert" API; sets automated reminders before training.
3.4. Slack
• Feature/Setting: Automate direct message reminders to staff using "chat.postMessage" API; channel assignment for group notifications.
3.5. Microsoft Teams
• Feature/Setting: Automate meeting reminders and updates via "Create event" in Graph API; logs responses automatically.
3.6. Outlook 365
• Feature/Setting: Automator schedules and updates training invites via "calendarEvent" API; automates attendee tracking.
3.7. Zoom
• Feature/Setting: Automate meeting invites for virtual sessions using "Meeting Create" API; automated attendance recording.
3.8. Webex
• Feature/Setting: Automates session scheduling and reminder via "Meetings API"; auto-adds training to staff calendars.
3.9. Asana
• Feature/Setting: Automate task creation for training using "tasks.create" API; sends auto-reminders to assignees.
3.10. Trello
• Feature/Setting: Automate card creation for each session via "Cards API"; automated checklist for attendance and completion.
3.11. Monday.com
• Feature/Setting: Automator creates items and automates reminders using "items.create" and "notifications API".
3.12. Notion
• Feature/Setting: Automates database entry creation and reminder setup via "pages" API for training tracking.
3.13. Airtable
• Feature/Setting: Automate base entry for each session using "records.create" API; reminder automation via “automations” feature.
3.14. HubSpot
• Feature/Setting: Automates contact workflow triggers and reminder emails using "Workflows API".
3.15. Salesforce
• Feature/Setting: Automate event/task creation with "REST API"; triggers automated training reminders and logs completions.
3.16. Zoho People
• Feature/Setting: Automates training assignment and reminder using "Training API"; attendance is automatable.
3.17. BambooHR
• Feature/Setting: Automator schedules trainings and sends automatic alerts with "Employee Training API".
3.18. Gusto
• Feature/Setting: Automate onboarding-linked reminders via "Events API" for new hires’ training.
3.19. Mailchimp
• Feature/Setting: Automate personalised campaign emails for training via "Campaigns API"; automates RSVP tracking.
3.20. ClickSend
• Feature/Setting: Automates SMS/email reminders using "Send SMS" and "Send Email" APIs; configurable per session.
Benefits
4.2. Automation ensures full training records for audits and certifications.
4.3. Automates real-time tracking for manager visibility and performance reviews.
4.4. Automator reduces manual HR overhead and streamlines compliance reporting.
4.5. Automated escalation process ensures missed trainings are addressed quickly.