HR & RECRUITING
Weekly Attrition-Driver Rollup to Monday Board
Each week, scans the prior seven days of exit-interview Zoom recordings, tallies the dominant attrition themes anonymously.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule
- ActionList and transcribe last 7 days of exit recordingsZoom
- ActionClassify interviews into attrition themes (counts only)OpenAI
- LogicCompute week-over-week theme deltas
- OutputCreate or update weekly Monday board itemmonday.com
What it does
On a weekly schedule this workflow gathers every exit-interview Zoom recording from the past seven days, transcribes them, classifies each into attrition-driver themes, and posts a fully anonymized weekly tally to a Monday board. It computes the change versus the prior week so leaders see momentum, not just totals.
When to use it
Use this when leadership wants a steady weekly pulse on why people are leaving, tracked in the same Monday workspace they already use for people-ops planning. It avoids per-interview noise by reporting only aggregate counts and trends.
How it works
- 1A weekly schedule triggers the rollup.
- 2Zoom is queried for exit-interview recordings in the trailing week, and each transcript is retrieved.
- 3An LLM assigns each interview to one or more attrition themes and produces only counts, never quotes or identities.
- 4A logic step compares this week's theme counts to the previous run and flags any theme that jumped.
- 5The board item for the week is created or updated in Monday with counts, deltas, and a short anonymized summary line.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect monday.comVisual work management for teams.
- 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 this workflow in your colony.
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