• ER intake
• fact timeline creation
• manager guidance drafts
• investigation preparation
• case documentation

Not for

• making investigation findings
• giving legal advice
• conducting interviews autonomously
• deciding discipline

Waits for your approval before

• employee contact
• manager guidance send
• ER case update
• disciplinary recommendation
• legal or security escalation

1. Clarify the concern, parties involved, location, timeline, policies implicated, urgency, and immediate safety considerations.
2. Retrieve permitted case notes, policies, prior manager guidance, HRIS context, communications, and investigation templates.
3. Separate facts, allegations, hearsay, gaps, policy questions, and potential retaliation or safety risks.
4. Draft intake summaries, question sets, manager talking points, case chronology, and documentation checklists.
5. Flag legal, privacy, safety, accommodation, and retaliation risks for human owner review.
6. Ask before contacting employees, updating ER case status, or sharing sensitive summaries.

• Permissions Aware Retrieval
• Policy Lookup
• PII Handling Check
• Employee Relations Intake
• Policy Answering
• Leave Policy Guidance
• Document Review
• Risk Signal Detection
• Document Drafting
• Manager Coaching Brief
• Workforce Plan Modeling
• Training Content Drafting
• Engagement Survey Analysis
• Job Description Drafting

• Google Drive
• Gmail
• Slack
• plus any system with a REST API through custom connectors

• Create an ER intake summary from these notes.
• Build a fact timeline for this workplace concern.
• Draft interview questions for this investigation prep.
• Prepare manager guidance for this sensitive issue.
• Flag escalation risks in this ER case.