HR & RECRUITING

Quarterly Attrition Driver to Retention Playbook

Each quarter, an agent reviews aggregated exit-interview drivers in BigQuery, researches mitigation tactics for the top causes.

CategoryHR & Recruiting
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerQuarterly schedule fires
  • ActionRank attrition drivers for the quarterGoogle BigQueryBigQuery
  • ActionResearch mitigation tactics for top driversPerplexityPerplexity
  • LogicSynthesize and prioritize playbook actions
  • ActionPublish retention playbook pageNotionNotion
  • OutputEmail playbook to HR leadersGmailGmail

What it does

This workflow turns a quarter of attrition data into action. An agent analyzes which drivers cost the most departures, researches proven mitigations for each, and assembles a prioritized retention playbook with owners and expected impact, then publishes and distributes it.

When to use it

Run it at quarter close when leadership expects not just a report but a concrete plan to reduce attrition tied to the actual drivers your exit data revealed.

How it works

  1. 1A quarterly schedule trigger starts the run.
  2. 2The agent queries BigQuery to rank attrition drivers by departure count and regrettable-loss weight for the quarter.
  3. 3For the top drivers, the agent researches mitigation tactics and benchmarks using web search.
  4. 4It synthesizes a prioritized playbook with recommended actions, suggested owners, and expected impact.
  5. 5The playbook is published as a Notion page and emailed to HR leaders via Gmail for review and sign-off.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect BigQueryDatasets, queries, schemas.
  2. 2
    Connect PerplexitySearch-grounded answers with citations.
  3. 3
    Connect NotionPages, databases, comments.
  4. 4
    Connect GmailRead, draft, send, label.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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