HR & People Operations Automation

HR and people operations teams manage some of the most process-heavy work in any organization. Onboarding checklists, offboarding steps, performance review cycles, and employee data updates are all highly structured and repeatable, making them ideal candidates for automation.

Employee Onboarding Automation

When a new employee record is created in your HRIS, trigger an onboarding automation. It creates accounts in each required system (email, Slack, project management, code repository) via the relevant MCP connections, assigns the employee to the correct Slack channels and distribution lists, creates an onboarding checklist in your task management tool, and sends a welcome email with their first week schedule. Each provisioning step is logged in Workflow History for IT audit purposes.

Offboarding and Access Revocation

Employee offboarding requires touching many systems in a short time window to revoke access and transfer responsibilities. A seek_human_approval_for_next_step step can require the HR manager to confirm the offboarding is authorized before any accounts are modified. Once approved, the automation revokes access across all connected systems, transfers file ownership, removes the employee from distribution lists, and creates a checklist of any physical assets or access cards that require manual collection.

Performance Review Cycle Management

Schedule a performance cycle automation to send review forms to employees and their managers at the start of the review window, send reminders to anyone who has not submitted by the halfway point, compile all submissions into a structured summary for HR when the window closes, and notify managers when their direct reports' reviews are ready. The entire cycle runs without manual tracking of who has or has not submitted.

Job Posting and Applicant Tracking

Connect your ATS (Applicant Tracking System) as an MCP connection. When a new application is submitted, trigger an automation that uses ai.generateText in a run_sandboxed_code step to score the application against the job requirements, draft a personalized acknowledgment email, and add the candidate to the correct pipeline stage in the ATS. High-scoring applicants can trigger an immediate Slack notification to the recruiter.

Employee Data Sync

Many organizations maintain employee data in multiple systems that need to stay in sync: the HRIS, the payroll system, the directory, and the access management system. Build a nightly automation that fetches employee records from your HRIS, identifies changes since the last sync using a run_sandboxed_code step, and propagates those changes to each downstream system. Title changes, department transfers, and start or end dates all flow automatically.

HR AI Agent for Policy Questions

Create an HR AI Agent with read-only access to your HR knowledge base and policy documents. Configure it to answer employee questions about vacation policy, benefits, and company procedures. Employees can ask questions conversationally and get accurate answers from official policy documents immediately, without waiting for an HR team member to respond. This reduces the volume of repetitive policy questions the HR team handles manually.

Headcount and Org Chart Reporting

Schedule a monthly automation that fetches headcount data from your HRIS, calculates headcount by department, location, and employment type, generates a formatted headcount report using generate_pdf, and delivers it to the leadership team. Use a run_sandboxed_code step to compute month-over-month changes and highlight departments that grew or shrank significantly. This eliminates manual headcount report assembly before monthly leadership meetings.