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HR · Workflow automation

Checklists that assign themselves.

Every HR process, from onboarding to exit, is an automated workflow you can change. A message and a button run the same steps, so every request follows your process.

Highlight

Ready-made workflows

Start with templates for onboarding, offboarding, leave approval, transfers and more. Change any step, or replace a template entirely.

What's inside

HR automation, in detail.

01

Assigned by role

Steps go to a role, like the manager, HR or IT. If someone leaves or changes teams, the step goes to whoever holds that role now.

02

Rules that branch

Steps can depend on the request. Leave over 5 days adds an HR approval, and US hires get an I-9 check.

03

A version per country

Keep separate India and US versions of a workflow. The right one is picked automatically from the employee's record.

04

Your own fields

Add, remove or rename fields on any HR form. Show a field only when it's needed, like a medical certificate for longer sick leave.

05

Forms drive the chat

When you make a field required, the AI agent asks for it. There is nothing else to set up.

In practice

Onboarding a new hire

1
The joiner uploads documents, and HR verifies them.
2
IT sets up the laptop and accounts while the manager shares a first-week plan.
3
US joiners get an extra I-9 step automatically.
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