Innovation Minds University
Core Workflows & Automation
Workflows & Automation are essential for driving efficiency and productivity. These tools empower organizations to streamline processes, automate repetitive tasks, and optimize resource allocation. By reducing manual effort, teams can focus on high-value work that fosters innovation and delivers impactful results.
Please note, to configure and run all the workflows below smoothly, Innovation Minds must be integrated with your HRIS for daily employee data updates. Either way, coordinate with your Customer Success Manager to set up the workflows that fit your needs.
Survey Management Customizable Workflows
| Event Trigger | Timing | Survey Type | Workflow Actions | Owner / Recipients |
| New Hire | Day 1 | Welcome / Day 1 Pulse | Survey auto-sent at onboarding; Reminder at Day 3 if no response; Alert manager if no response by Day 7 | Employee, Manager |
| New Hire | Day 30 | 30-Day Check-In | Survey auto-sent; Reminder at Day 5; If low score, trigger follow-up pulse asking “How can we improve onboarding?”; HRBP notified on low scores | Employee, HRBP |
| New Hire | Day 60 | Onboarding Progress | Survey auto-sent; If “Manager Support” score < threshold send playbook to manager; Reminder at Day 4 | Employee, Manager |
| New Hire | Day 90 | Readiness/Belonging Pulse | Survey auto-sent; Dashboard snapshot sent to Manager + HR; Pulse trend analyzed over 3 onboarding surveys | Employee, Manager, HR |
| Tenure Milestone | Every 90 days (3, 6, 9mo) & Yearly | Engagement Health Check | Auto 3-question pulse; If scores drop >10% trigger flag to HRBP; Response rate <50% escalate to Manager | Employee, Manager, HRBP |
| Yearly Anniversary | 1-Year Mark | Stay Conversation Pulse | Survey sent automatically; Manager prompted to schedule Stay Conversation; Optional AI-generated stay-risk prediction | Employee, Manager |
| Termination Logged | Final week or +1 day | Exit Survey | Survey auto-sent; Reminders at +3 & +7 days; If NPS <7 trigger follow-up interview; Trends sent to HR + Leader dashboard | Departing Employee, HRBP, Org Leader |
| Recurring Monthly | Monthly | Manager Check-In Pulse | 2-3 question survey (workload, clarity, morale); Escalate to skip-level leader if 2 low months; Auto-suggest action tips to manager | Employee, Manager, Skip-Level |
Rewards & Recognition Customizable Workflows
| Event Trigger | Timing | Survey Type | Workflow Actions | Owner / Recipients |
| Monthly Allowance Refresh | 1st of Each Month | Budget Reload | Auto-assign monthly points/budget to each employee wallet; Notify employee of balance; Nudge managers to distribute recognitions | HR/Platform Admin, All Employees |
| Peer Recognition Real-Time | On nomination | Spot Recognition | Employee sends recognition; Approver (optional) notified; Points auto-debited from sender wallet; Recipient notified instantly; Badge displayed in feed | Employee Sender, Recipient, Manager(optional) |
| Birthday Event | Employee Birthdate | Birthday Award | Automatic birthday message + preset points award; E-card posted in recognition feed; Peer social comments enabled | Employee, Team |
| Work Anniversary | N-Year Work Anniversary | Service Milestone Award | Auto-trigger award based on service year thresholds (1,3,5,10 etc); Schedule delivery at 9am local; Include certificate/gift options; Manager prompted to comment | Employee, Manager, HR |
| Achievement Trigger | Completion of Goal/OKR | Achievement Award | API triggers award when goal marked complete in system; Recognition posted publicly; Points issued; Congratulatory email to team | Employee, Team |
| Referral Event | Successful Employee Referral | Referral Bonus Award | Linked with ATS; When referred candidate hits milestone (e.g. 3 months), auto-award points/cash; Notify referring employee | Referring Employee, Recruiter |
| Quarterly Top Performer | Quarter End | Performance Award | Auto-identify top performers; Manager selects winner from shortlist; System sends recognition with high-point award | Employee Winner, Manager, Org Feed |
| Survey Respondent Incentive | Completion of Survey | Participation Award | If employee completes survey within window, auto-award micro-points (<$5) as thanks; Adds gamification to survey participation | Employee, HR |
Performance Management Customizable Workflows
| Event Trigger | Timing | Survey Type | Workflow Actions | Owner / Recipients |
| New Cycle Start | Quarterly or Annually | Goal Setting | Auto-launch goal-setting window; Notify employees & managers; Reminders at 7 & 3 days before deadline; Auto-lock goals post deadline | Employee, Manager, HR |
| Goal Approval | After Goal Submission | Goal Approval | Notify manager to review/approve goals; Reminders if pending after 3 days; Auto-escalate after 7 days | Manager, Employee |
| Mid-Cycle Check-In | Mid-quarter or Mid-year | Progress Review | Trigger 1-on-1 check-in survey; Auto-reminders for incomplete; Manager action plan suggestions if progress low | Employee, Manager |
| Continuous Feedback | Ongoing | Feedback Request & Delivery | Enable peer/manager feedback requests; Auto reminders to provide feedback; Summary reports to employee & manager monthly | Employee, Manager, Peers |
| Performance Review | End of Cycle (Quarter/Year) | Review Submission | Notify employees and managers to complete review forms; Escalate if overdue; Auto-save drafts | Employee, Manager |
| Calibration | Post-Review | Calibration Session | Aggregate scores; Notify calibration panel; Provide dashboards for discussion; Lock final ratings after calibration | HR, Calibration Panel |
| Development Plan | Post-Review | Development Plan Creation | Prompt managers to create/edit development plans; Auto reminders until completion; Notify employee of plan | Manager, Employee |
| Promotion Eligibility | On performance thresholds | Promotion Flag | Auto-identify high performers; Notify HR & Manager for talent review; Trigger nomination workflows | HR, Manager |
| Off-Cycle Review | As needed | Special Review | Trigger ad hoc review surveys; Notify stakeholders; Track outcomes separately | Employee, Manager, HR |
Benefits of Workflows & Automation
By implementing Workflows & Automation into your processes, your organization can unlock significant advantages, including:
- Increased Productivity: Automating routine tasks frees up time for high-impact work.
- Improved Resource Allocation: Focus efforts on strategic priorities rather than repetitive activities.
- Enhanced Process Management: Custom workflows ensure efficiency and alignment with organizational goals.
- Faster Innovation: Automated idea graduation accelerates the journey from concept to implementation.
Transform your Processes
By simplifying processes and ensuring accountability, these features empower your team to stay efficient, focused, and ahead of the curve.
- Customizable Workflow Stages help you design processes that fit your organization.
- Automated Idea Graduation ensures continuous innovation without delays.
- Automated Email Reminders keep projects on track and stakeholders informed.
Empower Your Team to Achieve More
Start leveraging Workflows & Automation today to unlock your organization’s full potential. From tailored workflows to automated reminders, these tools are the cornerstone of innovation management and productivity optimization.