Purpose
1.2. Ensures automated, timely, and personalized delivery of manuals, videos, checklists, and onboarding materials upon key business triggers, supporting continuous vendor upskilling and onboarding.
1.3. Automates multi-channel delivery for accessibility, tracks engagement and completion, and triggers follow-up trainings or notifications as needed.
Trigger Conditions
2.2. Automator listens for completion of compliance documentation or contract signing.
2.3. Automates recurring schedules for refresh training (monthly, quarterly).
2.4. Automatedly triggers upon changes to menu, equipment, food safety updates.
2.5. Automation triggers when vendor staff list is updated.
Platform Variants
• Feature/Setting: Power Automate integration, automated posting of training links in vendor channels.
3.2. Slack
• Feature/Setting: Automater workflow builder, automation of scheduled messages with resources to vendor workspaces.
3.3. Twilio SMS
• Feature/Setting: Messaging API, automates sending resource links and reminders as SMS to vendor staff.
3.4. SendGrid
• Feature/Setting: Automated transactional email API, distributes bulk emails with tracking for material delivery.
3.5. Google Drive
• Feature/Setting: API automation, creates and shares training folders with vendors upon trigger.
3.6. Dropbox
• Feature/Setting: Shared folders automated creation and invite via API, automates training access provisioning.
3.7. Salesforce
• Feature/Setting: Flow automations and Process Builder, triggers automated resource assignment to partner records.
3.8. HubSpot
• Feature/Setting: Automated workflows, automator assigns and distributes onboarding sequences for vendors.
3.9. Asana
• Feature/Setting: Rule-based actions, automatedly assigns training tasks to vendor teams.
3.10. Monday.com
• Feature/Setting: Automations to notify vendors of new resources via integrations.
3.11. BambooHR
• Feature/Setting: Webhooks automate delivery of training to new vendor employees.
3.12. Okta
• Feature/Setting: Automated identity-triggered training invitations sent when new vendor accounts are provisioned.
3.13. Mailchimp
• Feature/Setting: Advanced automation campaigns deliver training to segmented vendor lists.
3.14. Zoom
• Feature/Setting: Automates scheduled webinar invites sent to vendors for live training.
3.15. DocuSign
• Feature/Setting: Workflow triggers e-delivery of compliance training post-contract signature.
3.16. Zendesk
• Feature/Setting: Automatedly sends knowledge base links to vendors upon ticket creation or update.
3.17. Google Forms
• Feature/Setting: Automation triggered to collect training feedback/completion from vendors.
3.18. Airtable
• Feature/Setting: Scripts/automations update records and automate sharing of materials with vendor info.
3.19. Notion
• Feature/Setting: Automated permissioned sharing of updated training pages as vendor resources change.
3.20. Shopify
• Feature/Setting: Webhooks or Flow automator sends training upon vendor product updates.
3.21. Trello
• Feature/Setting: Card automation assigns vendor resource cards on onboarding board.
3.22. Zapier
• Feature/Setting: Multi-app automations connecting vendor onboarding to training resource distribution.
Benefits
4.2. Reduces manual tasks for corporate staff via automating repetitive communication.
4.3. Ensures vendors are trained on new processes, safety measures, or menu changes with automation.
4.4. Automatedly captures and reports vendor engagement with training for audits.
4.5. Improves scalability, allowing the automation to handle large numbers of vendors.
4.6. Drastically reduces lead time from policy change to vendor implementation by automating resource delivery.