Simple Round Robin

Basic sequential task distribution for straightforward team assignment rotation

What is Simple Round Robin?

Simple Round Robin is a straightforward task distribution method that cycles through your team members in order. When a new item arrives (ticket, lead, form submission), it’s automatically assigned to the next person in rotation.

Think of it like dealing cards - each person gets one, then the next person, and so on until you loop back to the first person.

When to Use Simple Round Robin

✅ Use when:

  • You need equal distribution across a team
  • All team members have similar skills/capacity
  • Assignment logic is straightforward
  • You want quick setup without complex rules
  • Team size is consistent

❌ Don’t use when:

  • Team members have different skill sets (use Advanced Round Robin)
  • You need time-based or weighted assignment
  • Priority affects who should receive tasks
  • You need approval workflows (use Human-in-the-Loop)

Key Features

Sequential Rotation

Simple, predictable assignment:

  • Person A → Person B → Person C → Person A…
  • Maintains state across assignments
  • No complex rules or conditions

Equal Distribution

Everyone gets the same share:

  • Fair workload across team
  • No bias in assignment
  • Transparent and predictable

Quick Setup

Get started in minutes:

  • Define your team list
  • Add to Zapier workflow
  • Start distributing

Common Use Cases

Support Ticket Distribution

  • Small support team (3-5 people)
  • Similar skill levels
  • Equal availability

Form Lead Assignment

  • Sales team of equal capacity
  • No territory or specialization
  • Simple fair distribution

Task Rotation

  • Team standups or duties
  • On-call rotation
  • Meeting note-taking assignments

Email Assignment

  • Shared inbox distribution
  • Customer inquiry routing
  • General request handling

How It Works

  1. Create your rotation - Define team members in order
  2. Add to Zapier - Include the extension in your workflow
  3. Items auto-assign - Each new item goes to the next person in line
  4. Loop and repeat - Rotation continues indefinitely

The extension tracks position in the rotation automatically, so you never have to manually manage who’s next.

Comparison: Simple vs Advanced

Choose Simple Round Robin if:

  • All team members are interchangeable
  • No special rules needed
  • Quick setup is priority

Choose Advanced Round Robin if:

  • Skills/expertise vary
  • Need time-based assignment
  • Require weighted distribution
  • Want priority-based routing

Getting Started

Ready to distribute tasks fairly across your team?