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Training Enrollment and Progress Report for HR

Every month, reconcile your LMS against BambooHR and email HR managers a sourced compliance-training progress report.

Best forAgencyB2BSaaSServices
Agents10 required
Duration4-7 minutes

At month-end this recipe reads enrollment and completion rates from the connected learning-management system, joins them to the active employee roster in BambooHR on work email or employee ID, and surfaces exactly who is completed, in progress, not enrolled, and overdue — by department and manager. It assembles a formatted, fully-sourced progress report and per-manager emails, held at a human approval gate so nothing sends or publishes until an HR owner approves.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull the BambooHR roster + resolve HR-manager recipients; run the consent/suppression gate and idempotency check before anyone is staged.

crm scanner
01

Classify the run — which compliance course(s) and reporting period are in scope.

triage router
02

Pull per-course enrollment and completion status, dates, and due dates from the connected LMS, each with a source ID.

web researcher
02

Normalize varied LMS export columns into one canonical schema and collapse duplicate enrollments to the latest attempt.

document summarizer
03

Join roster to LMS on email or employee ID; bucket into completed / in-progress / not-enrolled / overdue and flag ambiguous matches.

data analyst
03

Score completion rate per course, department, and manager with denominators and a sourced month-over-month delta.

okr tracker
04

Assemble the compliance-training progress report from the buckets and scores.

report generator
04

Render the report into the deliverable structure plus a stable-header CSV export block.

report formatter
04

Draft the per-manager cover emails in the company voice, carrying the sourced figures verbatim.

internal comms writer
04

Write idempotency keys, stage emails/doc/Slack, and hold everything at the approval gate — nothing sends until the user approves.

distributor

Required Agents

10
  • crm-scanner
  • triage-router
  • web-researcher
  • document-summarizer
  • data-analyst
  • okr-tracker
  • report-generator
  • report-formatter
  • internal-comms-writer
  • distributor

Connections

Required

bamboohrdocebogmailgoogle-calendargoogle-docsslack

Optional

resendsendgridgoogle-docsnotionslackgoogle-calendar

What it does

  • Pulls LMS enrollment + completion rates per compliance course
  • Reconciles against the live BambooHR roster on email or employee ID
  • Flags not-enrolled, overdue, and orphaned enrollments
  • Per-department and per-manager completion breakdowns with denominators
  • Consent/suppression gate excludes opted-out recipients before staging
  • Idempotency key skips already-sent recipients on re-runs
  • Nothing sends or publishes until you approve the staged report
  • Month-over-month completion deltas from a sourced prior period

Example prompt

It's the end of the month — pull our compliance training completion from the LMS, check it against everyone in BambooHR, and get me a report to send to the HR managers showing who's still not done.

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