Automate Performance Review Process with Google Sheets, Calendar, Email & Slack

Optimize your performance review process with this automated workflow. Running daily at 8 AM, it retrieves scheduled reviews from a Google Sheet, validates upcoming sessions, processes each review, and sends email reminders to participants. It also updates Google Calendar events, notifies HR via Slack, and logs review statuses back into the sheet — ensuring a seamless, tracked, and multi-channel communication experience. 📅🤖

What This Template Does

Step 1: Triggers Daily Check at 8 AM to initiate the review process. ⏰
Step 2: Gets Review Schedule by reading planned reviews from a Google Sheet.
Step 3: Filters Upcoming Reviews to focus on sessions within the next 3 days.
Step 4: Validates Reviews Scheduled? Ensures reviews exist and are ready to process.
Step 5: Splits into Manual to handle each review individually.
Step 6: Prepares Review Data for notifications and updates.
Step 7: Branches actions:
  → Sends Email Reminder to participants.
  → Updates Calendar Event with the scheduled session.
  → Notifies HR on Slack with review details.
  → Updates Review Status in the Google Sheet with logged feedback.

Key Benefits

1. Automates daily review scheduling and reminders
2. Ensures timely calendar updates and notifications
3. Centralizes feedback logging in Google Sheets
4. Enhances HR visibility with Slack alerts
5. Reduces manual coordination efforts
6. Improves review process consistency

Features

• Daily trigger at 8 AM
• Google Sheet integration for review schedule
• Filtering for upcoming reviews (next 3 days)
• Validation of scheduled reviews
• Multi-channel notifications (email, Slack)
• Google Calendar event creation
• Real-time status updates in sheets
• Manual processing for individual reviews

Requirements

• GOOGLE_SHEET_ID: Your Google Sheet ID (structured as below)
• Credentials Needed:
  1. Google Sheets OAuth2
  2. Gmail API Key
  3. Google Calendar OAuth2
  4. Slack Bot Token (with chat:write permissions)
• Customize:
  • Review schedule columns (e.g., Employee, Date, Reviewer, Status)
  • Reminder email template
  • Slack channel for HR notifications
  • Calendar event duration

Google Sheet Structure:

1. Create a sheet with columns:
   • Employee Name
   • Review Date
   • Reviewer
   • Status
   • Feedback
   • Updated At

Target Audience

• HR teams managing performance reviews 👥
• Managers scheduling regular check-ins ⏳
• Organizations ensuring review compliance 📋
• Remote teams needing centralized updates 🌐
• Companies prioritizing employee feedback 📈

Step-by-Step Setup Instructions

1. Set up Google Sheet
    → Create a sheet with columns: Employee Name, Review Date, Reviewer, Status, Feedback, Updated At.
    → Replace YOUR_SHEET_ID in the workflow with your actual Sheet ID.

2. Configure Daily Trigger
    → Set the "Daily Check at 8 AM" node to run at 8:00 AM IST (adjust for timezone if needed).

3. Connect Google Calendar
    → Enable Google Calendar OAuth2 and select the relevant calendar (e.g., [email protected]).

4. Customize Review Filter
    → In "Filter Upcoming Reviews," set the range to check the next 3 days from today (e.g., October 24–27, 2025).

5. Set Up Notifications
    → Edit the "Send Email Reminder" template (e.g., include review date and link).
    → Configure "Notify HR on Slack" with your HR channel ID.

6. Test the Flow
    → Add a test review entry in the sheet (e.g., date within 3 days).
    → Run manually or wait until 8 AM IST on October 25, 2025 → Verify email, calendar event, Slack message, and sheet update.

7. Go Live
    → Enable the daily trigger.
    → Monitor sheet and notifications for the first run.

Workflow Complete!
Reviews scheduled, reminders sent, and feedback logged — all on autopilot.

Metrics to Track:

• Reviews scheduled daily
• Reminder delivery success
• Calendar update rate
• Feedback logging completion