Module 5 · Playbook
Develop a working HR automation
Goal. Build a working HR automation in Zapier that reduces administrative effort, with appropriate human-in-the-loop guardrails.
Steps.
- Choose a task. The new-hire kickoff is a good default and connects to your Module 1 map and Module 2 content.
- Map the current process and estimate the time it takes.
- Write the specification.
- Build it with fictional data and your own email addresses. Use the full version if you have access to multi-step Zaps, or the two-step variant on the free plan.
- Run the test plan and record results.
- Write the runbook.
- Estimate the annual time saved.
Deliverables. Process map; specification; evidence that it works (screenshots of the Zap and of a successful run in Zap history); completed test log; runbook including guardrails and off switch; time- saving estimate.
Check your work. Does anything reach a person outside HR without a human seeing it first? What happens when a field is blank? Who is alerted on failure? Could someone else switch it off?
Draft your answer here. It saves automatically and appears in My playbook.