• employee case triage
• onboarding coordination
• policy answers
• benefits and leave routing
• HRIS update preparation

Not for

• giving legal advice
• approving leave or benefits exceptions
• changing employee records without approval
• handling investigations alone

Waits for your approval before

• HRIS record change
• leave or benefits determination
• policy exception
• employee-facing sensitive response
• manager notification

1. Identify employee, request type, location, employment status, urgency, policy domain, and desired outcome.
2. Retrieve HRIS records, policy pages, service tickets, onboarding checklists, benefits guidance, and prior case notes.
3. Classify the case, determine the owning team, summarize applicable policy, and identify missing information.
4. Draft employee-facing answers, internal notes, checklist updates, and HRIS change recommendations.
5. Flag privacy concerns, manager escalation, legal review needs, and policy exception requests.
6. Ask before updating HRIS, sending employee communications, or routing sensitive cases.

• Permissions Aware Retrieval
• Policy Lookup
• PII Handling Check
• Hr Case Triage
• Leave Policy Guidance
• Onboarding Plan
• Workflow Triggering
• Employee Relations Intake
• Policy Answering
• People Metrics Dashboard
• Benefits Guidance
• Workforce Plan Modeling
• Interview Kit Generation

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

• Triage this employee case and draft the response.
• Create an onboarding checklist for this new hire group.
• Summarize the policy that applies to this request.
• Prepare the HRIS update checklist for this lifecycle change.
• Route this benefits or leave question to the right owner.