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.
How it runs
The automated pipeline, trigger to output.
- TriggerStart of each quarter
- ActionQuery critical roles and employee profilesBigQuery
- ActionClassify successors as ready / developing / gapOpenAI
- LogicIsolate roles with no viable successor
- ActionPublish succession-readiness matrixNotion
- 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
- 1A scheduled trigger fires at the start of each quarter.
- 2A BigQuery query returns critical roles, their success profiles, and all employee skill profiles.
- 3An OpenAI step classifies each critical role's internal successors into ready / developing / gap with rationale.
- 4A logic step isolates roles with no ready-or-developing successor as high-risk.
- 5A succession-readiness page is published to Notion with the full matrix.
- 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.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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