HR & RECRUITING
Generate Manager Prep Brief Before Each Probation Review
Three days before a scheduled 30/60/90 review, an agent assembles a prep brief from prior checkpoint notes and onboarding goals.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily check for reviews in 3 days
- ActionRead hire goals + prior checkpoint notesmonday.com
- ActionAgent drafts prep brief with talking pointsOpenAI
- ActionFetch matching calendar event + linkGoogle Calendar
- OutputEmail prep brief to managerGmail
What it does
Ahead of each upcoming probation checkpoint, an agent gathers the new hire's onboarding goals and any earlier checkpoint notes, drafts a concise prep brief with suggested talking points and open questions, and sends it to the manager so they walk into the review prepared.
When to use it
Use it when probation reviews tend to be unprepared or repetitive. The brief gives managers continuity across the 30, 60, and 90-day meetings and surfaces unresolved items from the last session.
How it works
- 1A schedule checks daily for reviews happening in three days.
- 2For each match, the agent reads the new hire's goals and prior notes from the Monday board.
- 3The agent synthesizes a prep brief: progress so far, talking points, and questions to resolve.
- 4It looks up the matching Google Calendar event to grab the meeting link and time.
- 5It emails the manager the brief with the meeting link attached as the final step.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect Google CalendarEvents, attendees, availability.
- 3Connect GmailRead, draft, send, label.
- 4Connect OpenAIModels, embeddings, files.
- 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.
More HR & Recruiting workflows
Assemble and send the debrief packet after the final interview
Triggered when a candidate's final interview ends on the calendar, it waits a short window for scorecards, compiles the aggregated packet to Google Drive.
New-Hire Credential Intake to Renewal Calendar Holds
When a new credential is added to the tracker, it validates the record, files the document.
Credential Renewal Evidence Verification Agent
When an employee replies with a renewed credential document, an agent reads the attachment, extracts the new expiry date and credential number.
Escalate Compliance-Blocking Credential Lapses to Managers
Each day it finds credentials that have already expired or expire within 48 hours and are flagged compliance-blocking.
Day-one readiness orchestrator across all onboarding owners
An agent-driven coordinator that, when a hire is launched, plans the full provisioning program across IT, Facilities, and Finance, opens the work in your tracker.
Loom intake to req-tracker row in Airtable
Transcribes a hiring manager's Loom intake, scores the brief for completeness, and either logs a ready req in Airtable or routes incomplete intakes to a follow-up Slack ping.
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.