CHATBOTS
Slack Shortcut: Personal PTO Balance & Policy Lookup
Gives employees a Slack slash command that returns their current PTO balance from your HR system plus the relevant accrual policy from the handbook, in a private ephemeral reply.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee runs /pto slash commandSlack
- ActionLook up employee balance in Airtable HR baseAirtable
- LogicMatch leave type to accrual rule
- ActionCompose personalized balance + policy summaryOpenAI
- OutputSend ephemeral Slack reply to requesterSlack
What it does
Employees run a `/pto` slash command in Slack and get a private answer combining two things: their live PTO balance pulled from the HR records table and the matching accrual or carryover policy from the Notion handbook. The reply is ephemeral, so balances stay private to the person who asked.
When to use it
Use this when employees keep DMing People Ops to ask how much leave they have left, or when balance questions and policy questions arrive together and you want a single answer to both.
How it works
- 1An employee invokes the `/pto` slash command, firing the trigger with their Slack user ID.
- 2The flow looks up that employee's record and current balance in the Airtable HR base.
- 3A logic step matches their leave type to the correct accrual rule.
- 4An LLM step composes a clear, personalized summary of balance plus the applicable policy text.
- 5The bot sends an ephemeral Slack reply visible only to the requesting employee, with a link to the full policy.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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