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
Automates daily review scheduling and reminders
Ensures timely calendar updates and notifications
Centralizes feedback logging in Google Sheets
Enhances HR visibility with Slack alerts
Reduces manual coordination efforts
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:**
Google Sheets OAuth2
Gmail API Key
Google Calendar OAuth2
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:
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

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.

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

Connect Google Calendar
 → Enable Google Calendar OAuth2 and select the relevant calendar (e.g., hr@company.com).

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

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.

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.

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