AI AGENTS
Onboarding Escalating Reminder Ladder
Tracks how many times each onboarding owner has already been reminded and escalates the channel — gentle email first, then a direct Slack DM, then a manager loop-in.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionRead overdue artifacts + reminder countAirtable
- LogicBranch by escalation tier
- ActionTier 1 soft email reminderGmail
- ActionTier 2 direct Slack DM to ownerSlack
- OutputTier 3 Slack post tagging manager + log tierSlack
What it does
Applies a tiered escalation ladder to overdue onboarding artifacts. Instead of sending the same email forever, it raises the pressure step by step based on the existing nudge count, switching from email to Slack and finally pulling in a manager.
When to use it
Use it when polite single-channel reminders aren't landing and onboarding routinely stalls on the same unresponsive owners. It's ideal once you already track a reminder count per artifact and want a humane but firm cadence that ends in escalation.
How it works
- 1A daily schedule starts the run.
- 2The agent reads overdue, still-missing artifacts and their current reminder count from Airtable.
- 3A branch routes each item by count: 0-1 reminders, 2-3 reminders, or 4+.
- 4Tier 1 sends a soft email via Gmail; Tier 2 sends a direct Slack DM to the owner; Tier 3 posts in a Slack channel that tags the owner's manager.
- 5The agent increments the reminder count and records which tier and channel were used back in Airtable for an audit trail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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