HR & RECRUITING
Quarterly Compliance Readiness Report
Each quarter, an agent reviews the full certification and training register, writes a narrative compliance-readiness report flagging risk areas and upcoming lapses.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionRead cert and training data from AirtableAirtable
- LogicAgent analyzes posture and drafts reportOpenAI
- ActionEmail report to leadership distributionGmail
- OutputPost risk highlight to #hr-complianceSlack
What it does
This workflow produces a board-ready compliance picture every quarter. An agent reads the entire certification and training dataset, reasons about where the organization is exposed, and writes a clear narrative report — completion rates, looming expiries, and the units most at risk — then delivers it to leadership.
When to use it
Use it ahead of quarterly business reviews or audits when you need more than a spreadsheet dump: a written assessment that interprets the data, names the gaps, and recommends where to focus. Best when compliance posture must be communicated to non-HR executives.
How it works
- 1A quarterly schedule kicks off the run.
- 2The agent reads the certification register and training-completion records from Airtable.
- 3It analyzes the data — overall completion percentage, certifications expiring next quarter, departments trailing on mandatory courses, and repeat offenders.
- 4It drafts a structured narrative report with findings and prioritized recommendations.
- 5Gmail sends the report to the leadership distribution list.
- 6A short Slack note in #hr-compliance links the report and highlights the single biggest risk.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect GmailRead, draft, send, label.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
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Run this workflow in your colony.
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