HR & RECRUITING
Offboarding Manager Handoff Collector
A webhook-triggered intake that takes a manager's offboarding submission, opens reassignment tickets for the departing employee's work.
How it runs
The automated pipeline, trigger to output.
- TriggerManager submits handoff form (webhook)HTTP webhook
- LogicValidate required handoff fields
- ActionCreate reassignment ticket per project in LinearLinear
- ActionRecord handoff plan linked to employeeAirtable
- OutputConfirm plan + ticket links to managerSlack
What it does
Captures the human side of offboarding that pure access-revocation misses: who inherits the departing person's projects, repos, and inboxes. A manager submits a short form and the flow turns each answer into a tracked reassignment task, so work doesn't vanish when access does.
When to use it
Run this in the days before someone's last day, when their manager needs to document handoffs. It pairs with an access-revocation flow — this one makes sure ownership is transferred before the accounts go dark.
How it works
- 1A manager submits the offboarding handoff form, hitting the webhook.
- 2A logic step validates required fields (successor, project list, last day).
- 3For each project named, it creates a reassignment ticket in Linear assigned to the successor.
- 4It records the full handoff plan as a row in Airtable linked to the employee.
- 5It posts a confirmation to the manager with the created ticket links and the scheduled access-cut date.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect LinearIssues, projects, cycles, triage.
- 3Connect AirtableBases, tables, views, automations.
- 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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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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