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.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule fires
- ActionRank attrition drivers for the quarterBigQuery
- ActionResearch mitigation tactics for top driversPerplexity
- LogicSynthesize and prioritize playbook actions
- ActionPublish retention playbook pageNotion
- OutputEmail playbook to HR leadersGmail
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
- 1A quarterly schedule trigger starts the run.
- 2The agent queries BigQuery to rank attrition drivers by departure count and regrettable-loss weight for the quarter.
- 3For the top drivers, the agent researches mitigation tactics and benchmarks using web search.
- 4It synthesizes a prioritized playbook with recommended actions, suggested owners, and expected impact.
- 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.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect NotionPages, databases, comments.
- 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 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.

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