CHATBOTS
Slack PTO Balance Concierge
Answers employees' PTO and vacation-balance questions in Slack by looking up their accrual record in the HRIS Postgres.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee asks a PTO question in SlackSlack
- LogicClassify intent and extract time frameOpenAI
- ActionLook up PTO accrual record in HRIS PostgresPostgres
- ActionCompose balance summary from returned dataOpenAI
- OutputReply privately in Slack with balanceSlack
What it does
Employees ask things like "how much PTO do I have left?" in a dedicated Slack channel or via DM, and the bot replies in seconds with their exact balance, accrued, used, and pending days — no HR ticket required.
When to use it
Run this when your HR team is buried in repetitive balance-check pings and your PTO data already lives in an HRIS-backed Postgres table. It deflects the most common, lowest-value HR questions while keeping each answer private to the person who asked.
How it works
- 1A message in the `#hr-help` channel (or a DM) triggers the flow with the Slack user ID and question text.
- 2An OpenAI classification step confirms the intent is a PTO-balance question and extracts the time frame requested.
- 3The flow resolves the Slack user ID to an employee record and queries the HRIS Postgres for accrued, used, and pending PTO.
- 4OpenAI composes a clear, friendly summary using only the returned numbers, never inventing values.
- 5The bot posts the answer back as an ephemeral Slack reply visible only to the asker.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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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