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HR automation starter worksheet

Use this 15-minute worksheet to identify repetitive tasks, design your first automation, and start saving 5–10+ hours per week.

Screenshot of a document titled "HR Automation Starter Worksheet"

A step-by-step plan to automate your first HR workflow

You didn't get into HR to chase signatures, send reminder emails, or manually update spreadsheets. You got into it to build great teams, develop talent, and create workplaces where people thrive.

Automation can help you get rid of those frustrating repetitive tasks that don’t require human judgement — saving you hundreds of hours and leaving you with the real strategic work.

You just need to start with one problem. One repetitive task that's stealing your time. One workflow that could run itself.

This worksheet will help you:

  • Identify your biggest time-waster 

  • Design your first automation

  • Learn from real examples from top HR leaders

Time to complete: 15 minutes

Time you'll save: 5-10+ hours per week (maybe more)

Ready? Let's find your first automation.

Applications are reviewed weekly. Invitations are limited. that holds HR together

Apply to join the community! If you’re applying to the community to get access to an exclusive event, make sure to add the referral code so we can fast-track your acceptance and invitation.

If you’re accepted, we’ll send an email to let you know. Once accepted, your membership unlocks priority invitations to events, vetted peer discussions and premium content resources.

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