HR & RECRUITING
PTO Balance Validation with Multi-Level Approval Chain
Validates a PTO request against the employee's accrued balance, then runs a tiered approval chain — short requests need only the manager, long ones also need a department head.
How it runs
The automated pipeline, trigger to output.
- TriggerHR portal posts PTO request via webhookHTTP webhook
- ActionLook up accrued balance, reject if insufficientAirtable
- LogicSelect 1 or 2 approvers based on leave length
- ActionRun sequential Slack approval for each approverSlack
- OutputRecord final decision and approver trail in AirtableAirtable
What it does
Handles PTO requests that need more than one yes. It first confirms the employee has enough accrued days, then routes through an approval chain whose length depends on request size: short absences stop at the direct manager, while longer leaves require an additional department-head sign-off before they're final.
When to use it
Use it when approval authority scales with leave length or when finance and HR want a paper trail of who approved what and when. Good for organizations with formal leave policies.
How it works
- 1An HTTP webhook from your HR portal submits the PTO request payload.
- 2The flow reads the employee's accrued balance from Airtable and rejects underwater requests immediately.
- 3A logic step picks the approval path by duration: one approver under the threshold, two above it.
- 4It posts a sequential approval request in Slack to each required approver, advancing only after each yes.
- 5The final decision, approver names, and timestamps are recorded back in Airtable as the system of record.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect AirtableBases, tables, views, automations.
- 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.
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.