HR & RECRUITING
Chase Managers for Missing Probation Feedback
Runs daily to find probation checkpoints that are due but still have no manager feedback recorded, then sends escalating Slack and email reminders until the form is filled.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionFind overdue checkpoints missing feedbackmonday.com
- LogicPick escalation tier by days overdue
- ActionSend Slack DM / channel nudgeSlack
- ActionSend escalation email to managerGmail
- OutputUpdate row with reminder count + timestampmonday.com
What it does
Scans your probation tracker every day for checkpoints whose due date has passed without manager feedback, then nudges the responsible manager. Reminders escalate: a friendly Slack DM first, then an email, then a louder Slack post that copies the manager's lead.
When to use it
Use it when managers routinely forget to submit 30/60/90 reviews and HR is stuck manually chasing them. It keeps probation decisions on track without anyone policing a spreadsheet.
How it works
- 1A daily schedule kicks off the run.
- 2The flow queries the Monday board for checkpoints past due with an empty feedback field.
- 3For each overdue item, logic picks the escalation tier based on how many days late it is.
- 4Tier 1 sends the manager a Slack reminder; tier 2 adds a Gmail email.
- 5Tier 3 posts in the team Slack channel tagging the manager and their lead.
- 6The flow updates each row with the reminder count and last-nudged timestamp.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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