HR Automation Playbook
A step-by-step guide to automating your entire HR lifecycle - from sourcing and screening candidates to onboarding, performance check-ins, and offboarding - using AI employees that run 24/7 without manual intervention.
AI operates via
How It Works
- 01
Define Your HR Workflow Map
Identify every manual touchpoint in your hire-to-retire cycle - job posting, screening calls, offer dispatch, document collection, probation reviews, and exit interviews.
- 02
Deploy AI Recruiter (James)
Configure James to call shortlisted candidates, ask qualifying questions, score responses, and schedule interviews directly into your team's calendar - all without human intervention.
- 03
Automate Onboarding Communications
Trigger WhatsApp and email sequences the moment an offer is accepted. Collect documents, share policy packs, and remind the new hire of day-one logistics automatically.
- 04
Run Automated Check-ins
Schedule 30-, 60-, and 90-day voice or WhatsApp check-ins to gauge satisfaction, surface blockers, and log responses in your HR system - no calendar juggling required.
- 05
Measure and Optimize
Review dashboards showing candidate drop-off rates, onboarding completion, and satisfaction scores. Tune scripts and triggers based on real data to continuously improve.
70%
Faster Hiring
3×
Screening Throughput
90%
Onboarding Completion
40%
HR Cost Saving
Step-by-Step Breakdown
Define Your HR Workflow Map
Identify every manual touchpoint in your hire-to-retire cycle - job posting, screening calls, offer dispatch, document collection, probation reviews, and exit interviews.
Deploy AI Recruiter (James)
Configure James to call shortlisted candidates, ask qualifying questions, score responses, and schedule interviews directly into your team's calendar - all without human intervention.
Automate Onboarding Communications
Trigger WhatsApp and email sequences the moment an offer is accepted. Collect documents, share policy packs, and remind the new hire of day-one logistics automatically.
Run Automated Check-ins
Schedule 30-, 60-, and 90-day voice or WhatsApp check-ins to gauge satisfaction, surface blockers, and log responses in your HR system - no calendar juggling required.
Measure and Optimize
Review dashboards showing candidate drop-off rates, onboarding completion, and satisfaction scores. Tune scripts and triggers based on real data to continuously improve.
Frequently Asked Questions
Can this integrate with our existing ATS?
Yes. UnleashX connects with major ATS platforms including Workday, Greenhouse, Lever, and BambooHR via API, syncing candidate status and notes in real time.
How does James handle candidates who are unavailable?
James automatically retries up to three times at different hours, then sends a WhatsApp or email follow-up, and logs the attempt in your ATS.
Is the onboarding flow customisable per role?
Absolutely. You can create separate onboarding tracks for different departments, seniority levels, or locations - each with its own document checklist and messaging sequence.
What languages are supported?
UnleashX supports 12+ languages including English, Hindi, Spanish, French, and Arabic for both voice and messaging channels.
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Ready to run this playbook?
Our team will configure everything to your stack, compliance rules, and brand voice. Live in under 7 days.