Check promotion decisions against policy and flag exceptions for HR

AI agents check promotion and termination decisions against company policy, then email HR when a case needs human review.

How the work actually flows

It branches. Exactly one path is taken; runs once per each promotion or termination case; a person is alerted when a step fails.

Pattern: Exclusive Choice (4) · Multiple Instances with a priori Design-Time Knowledge (13)

flowchart TD trig(["scheduled review time check"]):::trigtime s0[["pull performance and policy data"]]:::mi s1["AI checks policy compliance"]:::task trig --> s0 s0 --> s1 gx{"× compliant or exception"}:::gate s1 --> gx p00["log decision automatically"]:::task gx -->|"clear approval"| p00 p10["email HR for review"]:::task gx -->|"policy exception"| p10 p00 --> out p10 --> out out[/"approved decisions logged, exceptions flagged"/]:::out pay{{"policy compliant reviews without slowdown"}}:::pay out --> pay esc(("Alerts a person")):::human s1 -. "if it fails" .-> esc esc -.-> out classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA personOne path onlyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsEmail AutomationSecurity & Compliance
Connects
GmailGoogle Sheets

The problem it solves

Performance review season means combing through data to make sure every promotion or termination case follows policy, and it is easy for something to slip through when everyone is rushed. You do not want managers relying purely on gut calls, but you also do not want a machine making the final call on someone's career.

Who it fits

HR leaders and people managers who run quarterly or annual promotion and termination reviews.

How it works

  1. A scheduled check kicks off at review time
  2. The system pulls performance data and your policy rules
  3. AI agents check policy compliance, verify the numbers, and compare ratings across departments
  4. Clear-cut approvals are logged automatically
  5. Exceptions get flagged and emailed to HR for a final decision
What you get

Exception cases routed straight to HR's inbox

Promotion and termination decisions get checked against your policy automatically, with anything unclear routed to HR for a final call.

What you get

A logged record of approved promotion decisions plus an email alert to HR whenever a case needs manual review.

What you need

An AI API subscription, access to your performance data, and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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