Connect the Recognize employee recognition software to Google Sheets to automatically recognize employees or download data from Recognize to Sheets
Add an employee’s information to a new row in Google Sheets to automatically give official employee recognition. It doesn’t get much easier than that. It is super useful for managers. Any manager can create a Zapier connection and create their own Google Sheet of recognitions.
You’ll need the following rows:
If you want to recognize multiple people, you can add their names comma-separated.
You can optionally add a column for Privacy.
Go to https://zapier.com/app/editor/ and create a new Zap. Find Google Sheets.
Google Sheet has a few awesome choices for ‘Trigger Events’. The one we are focusing on in this Use Case is the New Spreadsheet Row. Select that and click Continue.
Add a row to your spreadsheet to test the recognition with a colleague. Follow the steps in Zapier.
Click the + icon to add Recognize. Search and find Recognize. Choose the event Create Recognition and click continue.
Next, you will need to choose your Recognize account and possibly login or authenticate with Recognize for usage on Zapier.
Here is the magical part. Choose which fields in the Google Sheet will correspond with the employee who is being recognized.
Note: If you are an admin, you can impersonate other employees and recognize from someone other than yourself.
If you are not an admin of Recognize, make sure the From field is you or just put in your email into the Customize Recognition section.
As you can tell, you can add a column Private to your spreadsheet as well.
Test the recognition with the details in your spreadsheet. If you are confident it can work, you can Skip Test. That’s it.
Pro tip: Since the event is triggered when a new row is added, add the information for the whole row in a second worksheet, then paste over the rows information into the main worksheet to avoid sending incomplete information.
If your company is a customer of Recognize, we'd love to help you get started.Contact us