HR & RECRUITING
Nudge managers in Slack before each 30/60/90 check-in with a phase agenda
Two days before each milestone check-in, DMs the manager in Slack with the hire's progress summary and a ready-to-run agenda for that phase.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule scans upcoming check-insGoogle Calendar
- LogicIdentify check-in phase and matching hire
- ActionSummarize phase progress from AsanaAsana
- LogicAgent drafts agenda and talking points
- OutputDM the manager in Slack with prepSlack
What it does
Makes sure managers walk into each check-in prepared. Two days before a scheduled 30, 60, or 90 day check-in, it pulls the hire's plan progress from Asana and sends the manager a Slack DM with a phase-specific agenda and the open items to discuss.
When to use it
Use it when check-ins are already on the calendar but managers tend to show up cold. It converts a calendar event into a prepared conversation.
How it works
- 1A daily schedule scans Google Calendar for milestone check-ins happening in two days.
- 2A logic step identifies which phase each check-in is — 30, 60, or 90 — and the associated hire.
- 3It reads the matching Asana project to summarize completed and outstanding tasks for that phase.
- 4An agent drafts a short, specific agenda and talking points for the manager.
- 5It sends the manager a Slack DM with the summary, agenda, and a link to the Asana project.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect AsanaTasks, projects, milestones — everywhere.
- 3Connect SlackChannels, DMs, threads, mentions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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