CHATBOTS
Weekly Low-PTO-Balance Nudge
On a weekly schedule, scans the HRIS for employees carrying high unused PTO balances and DMs each one a personalized Slack nudge encouraging them to book time off.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionQuery HRIS for high unused-PTO balancesPostgres
- ActionDraft personalized nudge per employeeOpenAI
- OutputSend Slack DM nudge to each employeeSlack
- OutputEmail nudge digest to HRGmail
What it does
Every Monday it finds employees who are sitting on large unused PTO balances (a burnout and liability risk), sends each a friendly personalized Slack DM suggesting they plan time off, and emails HR a roll-up of who was nudged.
When to use it
Use this when accrued-but-unused PTO is piling up and you want to encourage healthier usage without manual chasing. It's proactive rather than reactive — it reaches out before balances cap out or year-end forfeiture hits.
How it works
- 1A weekly schedule triggers the flow.
- 2The flow queries the HRIS Postgres for employees whose unused PTO exceeds a configured threshold.
- 3For each match, OpenAI drafts a short, warm, personalized nudge referencing their balance.
- 4The bot sends each nudge as a private Slack DM to the employee.
- 5A summary digest of everyone contacted is emailed to the HR distribution list via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Connect GmailRead, draft, send, label.
- 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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