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📊 Module 4.1: Data Analysis & Portfolio Preview
🔄 AI HR Dojo Recap – Nov 24, 2025 Today’s session connected everything we’ve learned — automation, analysis, and strategy — into one unified flow. You discovered how to use AI-assisted data tools to turn raw HR data into clear insights and board-ready visuals, then previewed how to showcase it all in your AI portfolio. What We Covered: 📈 AI-Powered Data Cleaning & Analysis •⁠ ⁠Explored how to use Gemini (Google Sheets) and Copilot (Excel) for data cleaning and visualization. •⁠ ⁠Learned to identify missing values, inconsistent formats, and case-sensitive data using natural-language prompts. •⁠ ⁠Used AI to instantly clean, format, and standardize datasets (department names, termination dates, exit reasons). •⁠ ⁠Discovered the power of prompting: “Identify before you modify.” 🧮 Hands-On Demo: Turnover Analysis Case Study Scenario: Your Chief People Officer requests a one-page turnover summary for a board meeting. You learned to: 1️⃣ Clean HR data (removing blanks, fixing inconsistencies). 2️⃣ Use AI to analyze turnover trends, tenure patterns, and exit reasons. 3️⃣ Auto-generate visuals like Turnover by Department and Tenure at Termination. 4️⃣ Extract key takeaways directly from Gemini or Copilot. 💬 Participant Insights: Jessica: Learned the importance of testing one dataset at a time and using the “answer text,” not values. Tiara: Built HR forms for onboarding, feedback, and offboarding; now finalizing routing connections. Jess: Connected automation and coaching workflows — applying HR automation to client onboarding. Marcus: Shared how data cleaning can be satisfying when combined with AI validation. 💡 Key Takeaway: AI doesn’t replace HR analytics — it accelerates it. With tools like Gemini or Copilot, you can clean, analyze, and visualize HR data in minutes, freeing time to focus on the story behind the data. 🧠 Portfolio Preview: Bringing It All Together •⁠ ⁠Introduced Gamma.app, the AI presentation and web builder tool. •⁠ ⁠Next week, you’ll create your AI HR Portfolio Page — showcasing your chatbots, automations, and analytics dashboards.
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🔄 Module 3.4: Wrapping Up Process Automation and Participant Guide
🔄 AI HR Dojo Recap – Nov 20, 2025 Today’s session was short but powerful — a moment to pause, reflect, and lock in everything you’ve learned about process automation before we move on to the next phase: data analysis & portfolio building. What We Covered: 🧠 Process Automation Recap •⁠ ⁠Reviewed your HR automation workflows and celebrated progress across the group. •⁠ ⁠Revisited how to use routers, triggers, and email modules inside Make.com. •⁠ ⁠Reinforced the value of starting with process mapping before building automation. ⚙️ Make.com in Action •⁠ ⁠Clarified how the router works — splitting data into multiple routes to send different notifications (e.g., to IT, Security, or the Hiring Manager). •⁠ ⁠Highlighted real-world integrations like Greenhouse, Workday, ADP, and Microsoft 365 — showing how Make.com connects systems that usually require developers. •⁠ ⁠Explored secure enterprise options (Make.com Enterprise, Power Automate for Microsoft users). 💬 Live Discussion Highlights Jessica: Built notifications for hiring manager, IT, and security — success! ✅ Jess: Connected automation concepts to Power BI dashboards for data tracking. Eshween: Will continue testing her flow and finalize it by office hours. Tiara: Defined HR use cases for startups — automating after-hours processes to boost efficiency. Marcus: Plans to finalize his router and join office hours for guidance. 💡 Key Takeaway: You now understand how to automate HR workflows — from form submission to multiple notifications — and how to adapt these skills across tools like Power Automate, Workday, and ADP. Automation is no longer intimidating — it’s just bubbles with logic! ⚡ 📎 All resources are available in the Classroom under Module 3.4 ⏰ Office Hours: Friday, 12 PM ET — live troubleshooting and router demos. 🚀 Next Session: Monday, Nov 24 You’ve mastered HR automation foundations!
⚙️ Module 3.2: Building Your First Automation
🔄 AI HR Dojo Recap – Nov 7, 2025 This was a hands-on session — the moment your HR automations officially came to life! By the end, you built your first working automation that connects a Google Form to a Gmail notification using Make.com. What We Covered: 🧠 From Map to Build •⁠ ⁠Reviewed your process maps from last session and discussed how to turn them into real automations. •⁠ ⁠Highlighted how systems overlap — “workflows within workflows” — and why cross-team visibility is key before automating. ⚙️ The Automation We Built: Goal: Notify HR automatically when an employee submits feedback via Google Forms. Steps: 1️⃣ Trigger: Google Form submission (“Watch Responses” module in Make.com). 2️⃣ Action: Send an automated Gmail notification. 3️⃣ Output: Real-time HR inbox alert with details from the form. 💻 Live Demo Walkthrough: •⁠ ⁠Created a Google Form from scratch (department, engagement rating, resources, feedback). •⁠ ⁠Connected it to Make.com using the “Watch Responses” trigger. •⁠ ⁠Authorized Gmail as the action and configured an auto-email. •⁠ ⁠Used “Run Once” to test the workflow — green checks mean success! ✅ 💬 Key Learnings from Participants: Automating bad processes only amplifies the problem — always fix before automating. Form data must have at least one response for Make.com to detect it. Common troubleshooting: using the wrong Google account or “Search” instead of “Watch Responses.” Every automation follows the TAO model: Trigger → Action → Output. 💡 Key Takeaway: You now know how to take an HR process from form to function — turning employee submissions into real-time, trackable actions. 📎 All resources (recording, slides, and transcript) are in the Classroom under Module 3.2 – Building Your First Automation. ⏰ Office Hours: Friday at 12:30 PM ET 🚀 Next Session: Monday at 12 PM ET Your first automation is live — great job!
⚙️ Module 3.2: Building Your First Automation
🔄 Module 3.3: From Process Mapping to Process Building
🔄 AI HR Dojo Recap – Nov 10, 2025 Great work today, everyone! 🎉 This session was all about connecting the dots — turning your onboarding process map into a working HR automation inside Make.com. You took the first real step toward building an end-to-end onboarding workflow powered by AI automation. What We Covered: 🧩 Review & Feedback •⁠ ⁠Discussed feedback from last class — automation can feel complex at first, but repetition builds mastery. •⁠ ⁠Explored why mapping before building prevents confusion (“a bad process automated is still a bad process”). 🗺️ Process Mapping: HR Onboarding Flow Together, we built an onboarding process map in PowerPoint using SmartArt: 1️⃣ Background check + drug test cleared 2️⃣ Signed offer letter triggers workflow 3️⃣ Data flows from ATS → HRIS/payroll system 4️⃣ Candidate & internal communications go out 5️⃣ IT and security notified for equipment setup 6️⃣ Benefits shared, start date confirmed, and orientation scheduled 7️⃣ Automation ends on the employee’s first day — the official start of onboarding 💡 Key insight: Process maps make invisible work visible. Even documenting a messy process adds massive value. ⚙️ Building the Automation in Make.com •⁠ ⁠Recreated the onboarding flow live inside Make.com using placeholders and modules. •⁠ ⁠Configured mock integrations between Greenhouse (ATS) → BambooHR (HRIS). •⁠ ⁠Added Gmail modules for: 📧 Employee welcome email 📧 Hiring manager notification 📧 IT/Security setup alert •⁠ ⁠Introduced the Router tool to send data in multiple directions simultaneously. •⁠ ⁠Demonstrated data mapping — connecting applicant fields (name, email, department) between systems. 🧠 Advanced Discussion Topics: •⁠ ⁠Handling missing data fields with required form entries or conditional logic (“if field empty, send follow-up email”). •⁠ ⁠Using OpenAI within Make.com for smart workflows (e.g., detect missing info, auto-generate follow-up emails).
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🔄 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?
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