Playbooks / Team + HR
Team + HR — 8 workflows.
The people-operations layer for a small team: hiring that treats candidates well, onboarding that works on day one, and the operating rhythm that keeps a remote or hybrid team aligned.
What ships
- 8 workflows, installed at setup.
- 2 categories, each with its own operating rules.
- Approval gates on anything client-facing or money-touching.
See it run in the live demo.
Hiring
Role Scoping + Job Posts
Scope the role by 90-day outcomes before writing a word. Posts targets outcomes, not years-of-experience bingo.
See the workflow →Applicant Triage
Screen applications against the scorecard: strong-fit, maybe, no (with the reason). Every applicant gets a timely, respectful status.
See the workflow →Interview Kits
Per role: the structured questions, what good answers sound like, and each interviewer's focus. No two interviewers asking the same question.
See the workflow →Offer + Onboarding Prep
Drafts the offer package for owner review, then prepare day one: accounts, equipment list, buddy, first-week schedule, and the 30/60/90 outline.
See the workflow →Team Operations
1:1 Agendas
Running 1:1 docs per person: their topics, our topics, commitments from last time carried forward. Nothing silently dropped.
See the workflow →Performance Note Drafts
Drafts review inputs from the actual record: wins, misses, growth areas. Factual, kind, no surprises at review time.
See the workflow →Policy + Handbook Drafts
Drafts the handbook and policies in plain language for owner and counsel review. Flags the items that vary by jurisdiction rather than guessing.
See the workflow →Offboarding Checklists
When someone leaves: access revocation, handover capture, final-pay items flagged for payroll, and a graceful goodbye that protects everyone.
See the workflow →Want this track running, not just listed?
Every workflow here is already installed in the Team + HR agent. Walk the live box and put one of them to work.