HR & RECRUITING
Route Probation Decisions When Feedback Is Submitted
When a manager submits probation feedback via webhook, routes the case by recommendation — pass, extend, or fail — and notifies the right people.
How it runs
The automated pipeline, trigger to output.
- TriggerManager submits feedback (webhook)HTTP webhook
- LogicBranch on recommendation: pass / extend / fail
- ActionPass: confirm to hire + managerGmail
- ActionExtend: book follow-up reviewGoogle Calendar
- ActionFail: alert HR channelSlack
- OutputWrite decision back to trackermonday.com
What it does
Receives a manager's submitted probation feedback and branches on the recommendation. A pass closes the checkpoint and confirms it; an extension books a follow-up review; a fail opens an HR escalation. Every outcome is logged back to the tracker.
When to use it
Use it when probation reviews feed a real decision and you want consistent handling instead of ad-hoc email threads. It guarantees fails reach HR fast and extensions actually get rescheduled.
How it works
- 1A webhook fires when a manager submits the probation feedback form.
- 2Logic reads the recommendation field and routes to one of three paths.
- 3Pass: the flow marks the checkpoint complete and emails the new hire and manager a confirmation.
- 4Extend: the flow books a follow-up review on the calendar and notifies the manager.
- 5Fail: the flow posts a private alert to the HR Slack channel for next steps.
- 6The decision and rationale are written back to the Monday record.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect monday.comVisual work management for teams.
- 3Connect Google CalendarEvents, attendees, availability.
- 4Connect GmailRead, draft, send, label.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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