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🔄 Module 3.4: Wrapping Up Process Automation and Participant Guide
🔄 AI HR Dojo Recap – Nov 20, 2025 Today’s session was short but powerful — a moment to pause, reflect, and lock in everything you’ve learned about process automation before we move on to the next phase: data analysis & portfolio building. What We Covered: 🧠 Process Automation Recap •⁠ ⁠Reviewed your HR automation workflows and celebrated progress across the group. •⁠ ⁠Revisited how to use routers, triggers, and email modules inside Make.com. •⁠ ⁠Reinforced the value of starting with process mapping before building automation. ⚙️ Make.com in Action •⁠ ⁠Clarified how the router works — splitting data into multiple routes to send different notifications (e.g., to IT, Security, or the Hiring Manager). •⁠ ⁠Highlighted real-world integrations like Greenhouse, Workday, ADP, and Microsoft 365 — showing how Make.com connects systems that usually require developers. •⁠ ⁠Explored secure enterprise options (Make.com Enterprise, Power Automate for Microsoft users). 💬 Live Discussion Highlights Jessica: Built notifications for hiring manager, IT, and security — success! ✅ Jess: Connected automation concepts to Power BI dashboards for data tracking. Eshween: Will continue testing her flow and finalize it by office hours. Tiara: Defined HR use cases for startups — automating after-hours processes to boost efficiency. Marcus: Plans to finalize his router and join office hours for guidance. 💡 Key Takeaway: You now understand how to automate HR workflows — from form submission to multiple notifications — and how to adapt these skills across tools like Power Automate, Workday, and ADP. Automation is no longer intimidating — it’s just bubbles with logic! ⚡ 📎 All resources are available in the Classroom under Module 3.4 ⏰ Office Hours: Friday, 12 PM ET — live troubleshooting and router demos. 🚀 Next Session: Monday, Nov 24 You’ve mastered HR automation foundations!
Completed AI HR Dojo Mastery Program Portfolio
Hi Vic and Team! We did it! Here is the link to my site. I figured out how to link it to my Squarespace! https://www.jesscoaching.com/https/jessica-arellano-ai-hr-7571za4gammasite Thank you all for sharing this experience! Vic - give me through the weekend please to finish up the review/feedback for this program. I hope you all have a great weekend! -Jess
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📝 Homework:
Sign up for the free Gamma.app account! We’ll be using it next Monday to build your AI HR Portfolio.
📊 Module 4.1: Data Analysis & Portfolio Preview
🔄 AI HR Dojo Recap – Nov 24, 2025 Today’s session connected everything we’ve learned — automation, analysis, and strategy — into one unified flow. You discovered how to use AI-assisted data tools to turn raw HR data into clear insights and board-ready visuals, then previewed how to showcase it all in your AI portfolio. What We Covered: 📈 AI-Powered Data Cleaning & Analysis •⁠ ⁠Explored how to use Gemini (Google Sheets) and Copilot (Excel) for data cleaning and visualization. •⁠ ⁠Learned to identify missing values, inconsistent formats, and case-sensitive data using natural-language prompts. •⁠ ⁠Used AI to instantly clean, format, and standardize datasets (department names, termination dates, exit reasons). •⁠ ⁠Discovered the power of prompting: “Identify before you modify.” 🧮 Hands-On Demo: Turnover Analysis Case Study Scenario: Your Chief People Officer requests a one-page turnover summary for a board meeting. You learned to: 1️⃣ Clean HR data (removing blanks, fixing inconsistencies). 2️⃣ Use AI to analyze turnover trends, tenure patterns, and exit reasons. 3️⃣ Auto-generate visuals like Turnover by Department and Tenure at Termination. 4️⃣ Extract key takeaways directly from Gemini or Copilot. 💬 Participant Insights: Jessica: Learned the importance of testing one dataset at a time and using the “answer text,” not values. Tiara: Built HR forms for onboarding, feedback, and offboarding; now finalizing routing connections. Jess: Connected automation and coaching workflows — applying HR automation to client onboarding. Marcus: Shared how data cleaning can be satisfying when combined with AI validation. 💡 Key Takeaway: AI doesn’t replace HR analytics — it accelerates it. With tools like Gemini or Copilot, you can clean, analyze, and visualize HR data in minutes, freeing time to focus on the story behind the data. 🧠 Portfolio Preview: Bringing It All Together •⁠ ⁠Introduced Gamma.app, the AI presentation and web builder tool. •⁠ ⁠Next week, you’ll create your AI HR Portfolio Page — showcasing your chatbots, automations, and analytics dashboards.
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📝 Assignment: (Post Homework Here)
1️⃣ Finalize your automation flow in Make.com (Form → Router → 3 Emails). 2️⃣ Test each route and confirm emails are received successfully. 3️⃣ Take screenshots of your flow and test results. 4️⃣ Post your screenshots below 👇 💡 Bonus: Try integrating Excel or Power Automate for Microsoft users.
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