HR & RECRUITING
Quarterly Internal Talent Pool Rebalance Agent
Each quarter, an agent maps the whole skills inventory against open and forecast roles, identifies who to develop or move, and publishes a mobility plan with manager outreach.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly planning schedule
- ActionGather skills + tenure inventory from NotionNotion
- ActionRead open and forecast roles from Mondaymonday.com
- LogicCluster into move-now, develop, at-risk poolsOpenAI
- ActionPublish mobility plan to Notion pageNotion
- OutputSend managers tailored Slack move summariesSlack
What it does
Once a quarter, an org-aware agent reads the full employee skills inventory and tenure data, compares it to current open and forecast internal roles, and produces a mobility plan: who is ready to move now, who to develop, and which roles lack any viable internal pipeline. It then opens the loop with managers.
When to use it
Use this for workforce planning, not point matching. When leadership wants a defensible view of internal supply versus demand and a prioritized set of mobility moves across the org, this agent reasons across the whole picture rather than scoring one role at a time.
How it works
- 1A quarterly schedule launches the planning agent.
- 2The agent gathers the skills-and-tenure inventory from Notion and all open and forecast roles from the Monday board.
- 3It reasons across supply and demand to cluster employees into move-now, develop, and at-risk pools and to flag roles with no internal pipeline.
- 4It writes a structured mobility plan to a Notion page.
- 5The agent sends each people-manager a tailored Slack summary of recommended moves for their team and requests confirmation.
Set it up
What you configure once, before turning it on.
- 1Connect NotionPages, databases, comments.
- 2Connect monday.comVisual work management for teams.
- 3Connect OpenAIModels, embeddings, files.
- 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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Run this workflow in your colony.
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