WORKFLOW TEMPLATES
HR & Recruiting workflows
Hiring, onboarding, and people ops automation.
408 workflows
Knockout-screen application form submissions and route by outcome
Receives application form submissions via webhook, applies hard knockout rules and an AI fit assessment, then auto-rejects, flags for review.
Reference Check Collector at Offer Stage
When a candidate reaches the offer stage, it emails their listed references a structured questionnaire, collects responses via webhook, summarizes them with an LLM.
Near-Match Skills-Gap and Upskilling Plan Generator
For tenured employees who are a near-miss on an aspirational internal role, it identifies the exact missing skills and generates a personalized upskilling plan.
Localized Voice Greeting With Language Confidence Routing
Generates a new hire's voice welcome but routes by language support: confidently-supported languages get an ElevenLabs greeting auto-saved.
Agentic Offboarding Access Discovery
An agent investigates a named departing employee across connected systems, builds the full inventory of accounts and permissions they hold.
Agent-Built Localized Onboarding Voice Pack Across Systems
A CEO-directed agent assembles a complete onboarding voice pack for a new hire: it gathers role context, writes and synthesizes a localized welcome plus a team-intro clip.
De-Identify Candidate GitHub Take-Home Repos
When a candidate's code take-home repo is submitted, clones it, rewrites the git author identity and README to a blind code.
Loom intake agent: full req orchestration
An agent that takes a hiring manager's Loom intake, drafts the structured req in Notion, schedules a kickoff with the recruiter, and posts a summary to the hiring channel.
On-Demand Role Recommender from Employee Interest Form
When an employee submits an interest form, it reads their skills and stated goals, matches them against open internal roles, and emails them a ranked set of recommendations.
Personalized Candidate Prep Packet Generator
When a loop is booked, generates a tailored prep packet for the candidate by pulling each interviewer's role and focus area, drafts a friendly briefing with an LLM.
Route Probation Decisions When Feedback Is Submitted
When a manager submits probation feedback via webhook, routes the case by recommendation — pass, extend, or fail — and notifies the right people.
End-of-Week-One Onboarding Pulse and Buddy Follow-Up
Seven days after a new hire starts, this emails a short onboarding pulse survey, logs the response.
Interviewer Slot Recovery on Candidate No-Show
When a candidate misses a Zoom panel, immediately frees the interviewers' calendar holds, notifies the panel that their block is open.
Agent-Driven Panel Coordinator Across Mixed Calendars
An agent that handles a panel-scheduling request end to end across mixed Google and Outlook calendars: it reasons over availability and timezone fairness, negotiates a slot.
Indeed Intake to Phone-Screen Booking Agent
An agent that handles a new Indeed applicant end to end — reads the resume, scores against the rubric.
Internal Role Interest Capture and Hiring-Manager Routing
When an employee submits interest in an internal role, an agent verifies eligibility, builds a candidate brief.
Weekly Attrition-Driver Digest from Tagged Exit Interviews
Every Monday, rolls up the past week's tagged exit-interview records from Airtable into a ranked attrition-driver summary, publishes it as a Notion page.
Tenure-Milestone Flight-Risk Nudge with Manager Alert
When an employee crosses a tenure milestone with no recent role change, it flags potential flight risk, suggests matching internal moves.
Generate a candidate decision packet on demand from Slack
A recruiter types a Slack command with a candidate name; the workflow pulls every scorecard, drafts a hire-decision packet, emails it to the panel.
Quarterly Compliance Readiness Report
Each quarter, an agent reviews the full certification and training register, writes a narrative compliance-readiness report flagging risk areas and upcoming lapses.
Quarterly succession and bench-strength review
Each quarter, analyzes critical roles and current-employee skill profiles from BigQuery to identify internal successors and skill gaps.
Match internal candidates the moment a req opens
When a new requisition is created in Notion, parses its required skills and ranks current employees from a BigQuery skills warehouse.
Gate external job postings until the bench is checked
When a req is moved to a 'ready to post externally' status in Notion, runs an internal-match check against BigQuery and either blocks the posting with a shortlist for review…
Escalate Sensitive or Legal-Risk Exit Comments to HR and Legal
Scans each new exit-interview submission for indicators of harassment, discrimination, or other legal risk, and when detected.
Suggest Roles When an Employee Updates Their Growth Goals
When an employee edits their development goals in Notion, finds the open internal roles that best fit their new direction and the skills they still need.
Match Open Internal Roles to Employees' Growth Goals
When a new internal role opens in your HRIS, scores every employee against the role's required skills and stated career-growth goals.
Compile interview scorecards into a hire-decision packet
When every interviewer has submitted their scorecard in Notion, automatically aggregates the scores, builds a one-page decision packet in Google Drive.
Day-One Voice Welcome Delivered to the New Hire in Slack
On a scheduled morning run, this finds employees starting today, generates a localized ElevenLabs voice greeting from their manager.
Anonymize Take-Home Submissions on Dropbox Upload
Watches a Dropbox intake folder for new candidate take-home files, strips names and identifying metadata, assigns a blind code, and files the clean copy into a reviewer folder.
Orchestrate End-to-End Blind Take-Home Intake (Agent)
An agent that picks up each new Dropbox submission, decides the right anonymization steps for the file type, files the blind copy, assigns a reviewer.
PTO Request Pre-Approval Conflict Check
When an employee submits a leave request via a form webhook, checks it against the team's existing Outlook leave and posts an approve/deny recommendation to the manager…
Offer-Accepted Onboarding Kickoff via Webhook
Receives an offer-accepted webhook from your ATS, creates the new-hire record in Airtable, opens a private Slack onboarding channel.
Offboarding Manager Handoff Collector
A webhook-triggered intake that takes a manager's offboarding submission, opens reassignment tickets for the departing employee's work.
Weekly Hiring Calibration Review Agent
Each week an agent reviews all candidates in the decision stage, compiles their scorecards into a calibrated cohort report comparing them against the role bar.
Redact PII from Emailed Take-Home Attachments
Monitors a recruiting inbox for take-home submissions, extracts the attachment, redacts the candidate's name and contact details from the document.
Quarterly Internal Talent Pool Rebalance Agent
Each quarter, an agent maps the whole skills inventory against open and forecast roles, identifies who to develop or move, and publishes a mobility plan with manager outreach.
Alert Eligible Employees When a New Internal Req Opens
When a new role is posted to the Monday hiring board, it finds employees whose skills and tenure qualify and DMs each one in Slack with a tailored heads-up.
Loom intake to req-tracker row in Airtable
Transcribes a hiring manager's Loom intake, scores the brief for completeness, and either logs a ready req in Airtable or routes incomplete intakes to a follow-up Slack ping.
AI-Authored 30-60-90 Plan from Role Brief
Given a role brief and the hire's level, an agent drafts a tailored 30-60-90 day plan with measurable goals.
AI Onboarding Plan Builder from Offer Details
When an offer is accepted, an AI agent reads the role, level, and team details, drafts a tailored onboarding checklist.
New Req Internal-First Broadcast to Qualified Tenured Staff
The moment a new internal role is opened, it identifies tenured employees who fit and sends them a targeted heads-up before the role is posted externally.
Screen and route new ATS applications via webhook
Receives a new-application webhook from your ATS, scores the candidate against the role.
Build a Notion onboarding board and send the welcome email on offer-accepted
On an offer-accepted webhook, generates a structured 30-60-90 onboarding board in Notion and emails the new hire a personalized welcome with their plan link and first-week…
Agentic Below-Band Pay Equity Investigation
When a market-data refresh signals new midpoints, an agent investigates below-midpoint employees, cross-checks tenure, performance, and demographic-blind cohorts.
Route an internal application by fit score and alert the manager
When an employee applies internally via the ATS webhook, scores their fit, routes strong matches to the hiring manager with a drafted intro and weak ones to a coaching queue.
New-Req Trigger: Draft Manager Heads-Up for Top Internal Match
When a new requisition is created, finds the single best-fit internal employee from BigQuery and emails the hiring manager a drafted heads-up introducing the candidate…
Weekly Compensation Band Drift Audit
On a weekly schedule, this scans the entire workforce against current comp bands, surfaces everyone who has drifted below band minimum or above maximum.
Offboarding Checklist Verification Sweep
On a daily schedule, re-checks every recently offboarded employee against live system state and flags any account that is still active so revocations never silently fail.
Offboarding Access-Revocation Orchestrator
When HR marks an employee as departing in Airtable, fan out revocation tasks across every connected system and write back a per-system status so nothing is left enabled.
Consolidate Interview Feedback into a Hiring Decision Brief
When all interviewers submit their feedback for a candidate, this workflow merges every scorecard into a single decision brief, flags biased language.
Promotion Uplift Band Validator
When a promotion request is submitted, this checks whether the proposed new salary lands inside the target level's comp band and is a reasonable uplift over current pay.
Weekly Internal Redeployment Opportunities Digest
Every Monday, cross-references all currently open internal roles against employees whose growth goals signal readiness to move.
Create a Trello onboarding board and post a Slack kickoff to the team
On a start-date webhook, builds a Trello 30-60-90 onboarding board with phase lists and cards.
Flag Scorecard Disagreement and Bias Signals for Committee
When a candidate's scorecards are all in, this analyzes them for wide rating splits, vague justifications, and language that may signal bias.
PTO Conflict to Monday Coverage Board
On a daily scan of upcoming Outlook leave, finds days where a team is understaffed and creates Monday.com items assigning backup owners for each uncovered responsibility.
Split-Decision Hiring Escalation Router
When aggregated scorecards show the panel is divided, this routes the candidate to a calibration review with a structured disagreement brief instead of letting a borderline hire…
CEO-Drafted Offer Equity Recommendation
When an offer enters review, an agent gathers the band, internal peers, and market range, reasons about parity and budget.
Route Panel Debriefs to a Hire/No-Hire Recommendation
When all Zoom panel feedback is in, score consensus against your hiring bar and route the candidate to an advance, hold, or reject path with a justified recommendation posted…
Day-One Account Provisioning from New-Hire Roster
When a new hire's start date is added to the Airtable roster, this workflow creates their Slack account invite, schedules a Day 1 calendar onboarding block.
First-Week Onboarding Calendar Builder
On a new hire's start date, generates a structured first-week calendar of intro meetings, training sessions, and team syncs, and notifies each meeting host in Slack.

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