HR & RECRUITING
Monthly Compliance Audit Readiness Pack
Once a month, an agent reviews the certification roster against required-role rules, drafts a narrative gap analysis, files it to Google Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerMonthly schedule
- ActionRead roster and role-requirement rules from AirtableAirtable
- LogicAgent reasons over per-role gaps and risk
- ActionSave narrative readiness report to Google DriveGoogle Drive
- OutputEmail managers a personalized renewal punch listGmail
What it does
This agent-driven workflow prepares your organization for audits. It reads the certification roster and the role-requirement rules, reasons about which employees are missing or lapsing on credentials their role requires, and writes a narrative readiness report explaining the gaps and their risk. It saves the report to a dated Google Drive folder for the audit trail and emails each manager a tailored punch list of exactly which of their reports need which renewals.
When to use it
Use this ahead of recurring audits or certification cycles when you need more than a status table — a reasoned, written assessment of compliance gaps mapped to role requirements, plus actionable per-manager follow-ups.
How it works
- 1A monthly schedule starts the run.
- 2The agent reads the certification roster and role-based requirement rules from Airtable.
- 3It reasons over the data to identify per-employee gaps, weighting required-role credentials and imminent expiries.
- 4It drafts a narrative gap-analysis report and saves it to a dated folder in Google Drive.
- 5It emails each manager a personalized punch list of their team's outstanding renewals via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect Google DriveDocs, sheets, slides, files.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.