CHATBOTS
Benefits Enrollment Assistant with HRIS Task Handoff
Answers enrollment questions in Teams and, when an employee needs to actually change coverage, creates a tracked enrollment task in monday so HR completes the HRIS update without…
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee messages assistant in TeamsMicrosoft Teams
- ActionClassify intent and extract change detailsOpenAI
- LogicBranch: question vs actionable change
- ActionCreate enrollment task in mondaymonday.com
- OutputConfirm handoff to HR in TeamsMicrosoft Teams
What it does
Extends the Teams benefits assistant from answering questions to driving action. When an employee says they want to add a dependent, switch plans, or enroll, the assistant confirms the request, then opens a structured enrollment task in monday with the employee, the requested change, and a due date so the HR/HRIS team completes the system update and closes the loop.
When to use it
When self-serve answers aren't enough and you need a reliable handoff for the changes that require a human to touch the HRIS. Ideal for life-event changes and open-enrollment elections that must be tracked to completion with an SLA.
How it works
- 1An employee messages the assistant in Teams describing an enrollment or coverage change.
- 2OpenAI classifies the message as either an informational question or an actionable change request and extracts the structured details.
- 3A branch routes informational questions to a documented answer; actionable requests continue to handoff.
- 4A new enrollment task is created in monday with the employee, change type, requested effective date, and due date.
- 5The assistant confirms in the Teams thread that HR has been assigned the task and shares the tracking reference.
Set it up
What you configure once, before turning it on.
- 1Connect Microsoft TeamsChannels, chats, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect monday.comVisual work management for teams.
- 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 it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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