CHATBOTS
Open Enrollment Deadline Nudge with Action Buttons
On a schedule during open enrollment, finds employees who haven't completed their elections in monday and sends each a personalized Teams reminder with the days remaining…
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule during enrollment window
- ActionQuery incomplete elections in mondaymonday.com
- LogicFilter unfinished and compute days left
- ActionPersonalize reminder text with OpenAIOpenAI
- OutputDM each employee in TeamsMicrosoft Teams
What it does
Keeps open enrollment on track by proactively nudging stragglers. On a daily schedule during the enrollment window, it reads the enrollment-tracking board in monday, finds employees whose election status is still incomplete, and sends each one a personalized direct message in Teams with the deadline, days remaining, and a direct link to complete their elections.
When to use it
During the annual open-enrollment period when completion rates lag and HR is manually chasing people. Use it to replace spreadsheet-driven reminder blasts with targeted, status-aware nudges that stop once someone enrolls.
How it works
- 1A daily schedule fires during the open-enrollment window.
- 2The enrollment-tracking board in monday is queried for employees with an incomplete or not-started election status.
- 3A filter removes anyone already completed and computes days remaining until the deadline.
- 4OpenAI personalizes each reminder with the employee's name, missing steps, and urgency tone based on time left.
- 5A direct Teams message is sent to each remaining employee with the personalized nudge and completion link.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Microsoft TeamsChannels, chats, files.
- 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.
More Chatbots workflows
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.