HR & RECRUITING

Generate a Quarterly Attrition-Driver Executive Brief

Each quarter, an agent reads the full quarter of exit-interview data from Airtable, synthesizes the attrition story with trends and recommended actions.

CategoryHR & Recruiting
Enginepaperclip
Difficultyadvanced
Triggerschedule
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerQuarterly schedule
  • ActionPull full quarter of exit-interview recordsAirtableAirtable
  • LogicReason across data: rank, segment, detect shifts
  • ActionDraft executive brief with recommended actions
  • OutputCreate the brief as a Notion pageNotionNotion

What it does

Produces the narrative executive brief HR leaders normally spend a day writing. An agent reviews every exit interview from the quarter, identifies the structural attrition drivers, quantifies them, compares them to the prior quarter, and proposes concrete retention actions tied to the evidence.

When to use it

Use it ahead of quarterly business reviews or board people-updates, when you need a defensible, written analysis rather than a raw chart. It does the reasoning and drafting, leaving you to edit rather than start from scratch.

How it works

  1. 1A quarterly schedule triggers the agent run.
  2. 2The agent pulls the full quarter of tagged exit-interview records from Airtable, including sentiment, themes, role, and tenure.
  3. 3It reasons across the dataset to rank drivers, segment them by tenure and department, and detect quarter-over-quarter shifts.
  4. 4It drafts an executive brief with an overview, ranked drivers with evidence, segment callouts, and recommended retention actions.
  5. 5The finished brief is created as a structured Notion page in the leadership space, ready for review.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect NotionPages, databases, comments.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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