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Training session reminders and tracking

Purpose

1.1. Automate timely training session reminders for restaurant staff to ensure higher attendance and compliance.
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

2.1. New hire onboarded or HR adds staff to the training registry (automates session assignment).
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

3.1. Twilio SMS
• 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

4.1. Automating reminders minimises no-shows and boosts completion rates.
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.

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