End-of-day / Shift Handover

Automation is triggered when the shift end time is reached or the outgoing staff member clocks out in the scheduling system.

A Google Form is automatically sent to the outgoing staff member with fields for open tasks, blockers, customer issues, and priority notes. The form is pre-populated with the staff member's name and shift date.

The automation processes the form responses and any linked task data, creating a structured handover report with tasks grouped by priority and status.

The compiled report is automatically added to a Google Sheet handover log with timestamp, staff names, and task summary for audit and reference.

A formatted handover message is sent to the incoming staff member and team channel, including all tasks, blockers, and priority flags.

The handover event, including timestamp, participants, and task count, is automatically logged for compliance and reporting.

A reaction or quick confirmation prompt is sent to the incoming staff member to confirm receipt and understanding. The confirmation is recorded in the log.