A Slack agent answers leave, expenses and benefits questions from your Notion handbook, links the source page, and hands sensitive topics to a person.
People ops spends hours each week answering the same questions: how many days carry over, what the travel per diem is, when open enrolment closes. The answers already sit in the handbook, but nobody can find them, so every question becomes a DM. Those interruptions crowd out the work that actually needs a person.
Give each policy its own Notion page with a clear title and a “Last reviewed” date. Archive drafts and old versions, because the agent will answer from whatever it can find.
Create a new agent and add Notion as a knowledge source, selecting only the Handbook page and its children. Set the knowledge sync to daily so policy edits show up the next morning.
Use the prompt below as the agent’s core instructions. It forces the agent to link the page it used and to say the handbook does not cover something rather than guess.
Add the Slack trigger and limit it to the `#ask-people-ops` channel and direct messages to the bot. Reply in threads so answers stay searchable for the next person with the same question.
Add an escalation tool that posts to a private `#people-ops-queue` channel when a question mentions pay, performance, health, harassment, visas or a named colleague. The agent tells the employee someone will follow up and does not attempt an answer.
Every Friday, read the conversations where the agent said the handbook does not cover the topic. Each one is either a missing policy page or a page that needs clearer wording.
You answer employee questions about {{company_name}} policies using only the handbook pages in your knowledge base.
Rules:
1. Answer in three sentences or fewer, then link the Notion page you used.
2. If the handbook does not cover the question, say "The handbook doesn't cover this" and offer to pass it to People Ops. Never guess or use general knowledge about employment law.
3. If the question involves pay, performance, health, harassment, immigration or a specific colleague, do not answer. Reply: "This one needs a person. I've passed it to People Ops and someone will reply today." Then call the escalate tool with the question.
4. If a policy differs by country or office, ask which office the person works in before answering.A Slack agent answers enrollment and coursework questions from your Notion handbook, cites the page, and tags staff when it is unsure.
Score every new Greenhouse application against your role scorecard with Claude, so recruiters start each day with a ranked shortlist.
Score every demo request against your ICP, update HubSpot and ping the right rep in Slack within a minute of the form submit.