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Automate the busywork

Employee reviews filed automatically to Drive & Trello

  • Cognito Forms
  • Google Drive
  • Make.com
  • Trello

Performance review paperwork was scattered — submitted forms sat in inboxes with no single place to track them. Boxplot built a Make (Integromat) automation: when a review is submitted in Cognito Forms, it retrieves the attached document, files it in Google Drive, routes by review type (self-review vs. manager review), locates the matching employee card in Trello, and posts the review as a comment. Every review now lands on the employee’s card automatically — filed, findable, and visible the moment it’s submitted.

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