HR & RECRUITING
Weekly Probation Status Digest for HR Leadership
Every Monday, compiles all active probation periods into a single digest showing who is on track, who is overdue for feedback, and who is approaching a 90-day decision.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly Monday schedule
- ActionPull all active probation recordsmonday.com
- LogicBucket by on-track / overdue / decision-due
- ActionFormat digest with counts + breakdown
- ActionPost digest to People Ops SlackSlack
- OutputEmail digest to HR leadershipGmail
What it does
Builds a once-a-week rollup of every employee currently in their probation window. It groups them by status — on track, feedback overdue, and decision due within 7 days — so HR sees the whole pipeline at a glance instead of clicking through individual records.
When to use it
Use it when HR or People Ops needs a recurring, low-effort snapshot of probation health across the whole company, especially to flag the upcoming 90-day decisions that need leadership attention.
How it works
- 1A weekly Monday-morning schedule starts the run.
- 2The flow pulls all active probation rows from the Monday board.
- 3Logic buckets each person into on-track, overdue, or decision-due-soon, and counts each group.
- 4It formats a readable digest with headline counts and a per-person breakdown.
- 5It posts the digest to the People Ops Slack channel.
- 6It emails the same digest to HR leadership for the record.
Set it up
What you configure once, before turning it on.
- 1Connect monday.comVisual work management for teams.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Connect GmailRead, draft, send, label.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.