AutomationScheduling reviews (appraisal, evaluation)

Scheduling appraisal conversations automatically with AI

Every month, a list of who is due a review, with a draft invitation.

Scheduling reviews (appraisal, evaluation) is ready-made automation in Altramano for HR: every month, a list of who is due a review, with a draft invitation.

It works with Microsoft Outlook.

Ready-made automation · department HR

What it does

From the "Employees" table this automation works out every month who is due an annual or half-yearly review (based on their start date) and makes a draft invitation per employee.

What you need

Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does scheduling appraisal conversations automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

From the "Employees" table this automation works out every month who is due an annual or half-yearly review (based on their start date) and makes a draft invitation per employee.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For HR: leave, onboarding and applications, with approval by the manager. Those hours go into attention for new people and into conversations, instead of into keeping track of leave and onboarding.

This department comes into play in hospitality, cleaning and facilities and staffing and recruitment agencies.

How to install it

Choose the template in your environment under Templates.
Point at the integrations it needs and fill in at most three settings.
Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Scheduling reviews (appraisal, evaluation)?

Microsoft Outlook and a Altramano environment.

Which department is Scheduling reviews (appraisal, evaluation) for?

HR, in industries such as hospitality, cleaning and facilities and staffing and recruitment agencies.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for HR

More templates for HR
Sjabloon	Soort	What it does
Review preparation (appraisal)	AI agent	An assistant that helps managers prepare an appraisal or evaluation conversation.
Onboarding checklist	automation	A new employee in the table starts a checklist for the first day, week and month.
Staff handbook questions	AI agent	An assistant that answers questions about staff arrangements from your own handbook.

All 10 templates for HR

Templates are updated in your Altramano environment.

Last updated: 19 September 2026