🔄 Module 3.1: Introduction to Process Automation

🔄 AI HR Dojo Recap – Nov 3, 2025

Welcome to the Process Automation phase of AI HR Dojo! 🚀

You’ve now transitioned from building chatbots that respond to building systems that act — automating HR workflows end-to-end.

What We Covered:

⚙️ What is Process Automation?

•⁠ ⁠Defined automation as making repetitive, multi-step HR tasks run automatically — ideally without human intervention.

•⁠ ⁠Explored how AI enhances automation by analyzing triggers and improving decisions.

•⁠ ⁠Learned the TAO Framework — every automation has:

1️⃣ Trigger: What starts the process

2️⃣ Action: What happens automatically

3️⃣ Output: What is produced or delivered

💼 Real HR Examples

•⁠ ⁠Walked through the onboarding process — from offer acceptance to IT, payroll, and manager notifications.

•⁠ ⁠Discussed PTO requests, offboarding, and benefits enrollment as high-value automation opportunities.

•⁠ ⁠Understood how automating repetitive work saves time, reduces errors, and increases consistency across the org.

🧠 Why It Matters:

Automation shifts HR from task doers to system designers — you’re no longer pushing data, you’re building scalable systems that support strategic work and organizational growth.

🧩 Tool Landscape:

We explored key automation platforms:

Make.com (formerly Integromat) – visual, free-tier, and perfect for HR portfolios

Zapier – long-standing and widely compatible

Microsoft Power Automate – ideal for organizations using Microsoft 365

Google Opal (Beta) – a new AI-based automation platform still in testing

💡 Key Insight: The logic remains the same across all tools — learn one, and you can apply the framework to all.

🧭 Process Mapping:

Before building — map your process first.

•⁠ ⁠A bad process automated is still a bad process.

•⁠ ⁠Use tools like PowerPoint SmartArt or a whiteboard to visualize every step.

•⁠ ⁠Follow the 5Ws framework:

- Who triggers it?

- What information is needed?

- When does it happen?

- How does it happen?

- What gets created or sent?

💡 Key Takeaway:

Process automation is about freeing HR’s time for strategy — not replacing people, but amplifying their impact.

Every process follows the same rhythm: Trigger → Action → Output.

All resources are available in the Classroom under Module 3.1!

⏰ Office Hours:

Friday at 12 PM ET — bring your process maps for live feedback!

🚀 Next Session:

Thursday at 3 PM ET

Start mapping your HR workflows — your first live automation is next! ⚡

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