CharlieHR
HR platform for managing team members, time off, salaries, and company structure
Three ways to use CharlieHR
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with CharlieHR.
Create Team Member Note
Add a note to a team member's record
Create Team Member Note Type
Create a new note category for team member notes
Get Company
Get the authenticated company's metadata
Get Leave Request
Get a single leave request by ID
Get Leave Type
Get one leave type by ID
Get Office
Get a single office by ID
Get started automating CharlieHR
Ready-to-use workflows
Prompts using CharlieHR
Weekly probation review sweep from CharlieHR
Every Monday at 9am, find who's finishing probation next week, DM their manager a prep brief, and spin up a pre-filled review doc for each one.
Auto-welcome new hires each morning from CharlieHR
Every weekday at 7:30am, check CharlieHR for anyone starting today, post a warm intro in Slack, and book a Day 1 team intro and 2-week manager check-in.
Daily who's out digest in Slack from CharlieHR
Post a richer morning summary than CharlieHR's built-in digest, grouped by team with coverage callouts, every weekday at 8:30am.
Daily birthday and work anniversary shoutouts in Slack from CharlieHR
Every morning at 9am, post a warm, personalized shoutout in your celebrations channel for anyone with a birthday or work anniversary today, pulled straight from CharlieHR.
Monthly CharlieHR headcount snapshot in Google Sheets
On the first of every month, log every active employee's team, location, start date, and remaining holiday allowance to a Google Sheets tab.
