HR & RECRUITING
Conversational copilot for fair panel planning
A chat agent that reads the Monday board and team calendars to recommend balanced panels on request.
How it runs
The automated pipeline, trigger to output.
- TriggerRecruiter chats: "staff the panel for this role"
- ActionPull candidate, competencies, eligible interviewersmonday.com
- ActionCheck loads + availability in OutlookOutlook
- LogicReason over fairness, coverage, timezone; propose slate
- ActionBook invites on approvalOutlook
- OutputWrite final panel to Monday itemmonday.com
What it does
Gives recruiters a conversational way to plan panels. Ask it to staff an upcoming loop and it reviews who is qualified, who is already heavily booked, and proposes a balanced slate with the reasoning shown. When you approve, it books everything and updates the board.
When to use it
When panel decisions need human judgment but you want the agent to do the load analysis and busywork. Best for complex onsite loops where constraints like seniority mix and timezone matter alongside fairness.
How it works
- 1The recruiter starts a chat asking to staff a specific role's panel.
- 2The agent pulls the candidate item, required competencies, and eligible interviewers from Monday.
- 3It checks each interviewer's current load and availability across Outlook calendars.
- 4It reasons over fairness, skill coverage, and timezone fit, then proposes a slate with an explanation.
- 5The recruiter refines or approves in the conversation.
- 6On approval the agent books the calendar invites and writes the final panel to the Monday item.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect OutlookMail, calendar, contacts.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.

Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.
