Nov 4 • General discussion
🔄 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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🔄 Module 3.1: Introduction to Process Automation
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