HR & RECRUITING

Quarterly succession and bench-strength review

Each quarter, analyzes critical roles and current-employee skill profiles from BigQuery to identify internal successors and skill gaps.

CategoryHR & Recruiting
EngineSim + Paperclip
Difficultyadvanced
Triggerschedule
Steps6
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerStart of each quarter
  • ActionQuery critical roles and employee profilesGoogle BigQueryBigQuery
  • ActionClassify successors as ready / developing / gapOpenAI
  • LogicIsolate roles with no viable successor
  • ActionPublish succession-readiness matrixNotionNotion
  • OutputAlert HR leadership to high-risk rolesSlack

What it does

This builds a quarterly succession map without manual spreadsheet wrangling. It identifies who on the bench is ready, nearly ready, or a gap for each critical role, then publishes a living readiness page and flags the roles most exposed to a single point of failure.

When to use it

Use this for recurring talent-review and succession-planning cycles. It fits HR leadership that needs a defensible, repeatable view of internal bench strength against business-critical positions.

How it works

  1. 1A scheduled trigger fires at the start of each quarter.
  2. 2A BigQuery query returns critical roles, their success profiles, and all employee skill profiles.
  3. 3An OpenAI step classifies each critical role's internal successors into ready / developing / gap with rationale.
  4. 4A logic step isolates roles with no ready-or-developing successor as high-risk.
  5. 5A succession-readiness page is published to Notion with the full matrix.
  6. 6A Slack alert to HR leadership summarizes the high-risk roles needing attention this quarter.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect BigQueryDatasets, queries, schemas.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect NotionPages, databases, comments.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  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.

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