HR Agent

Employee Leave Balance

This deep dive use case demonstrates how AIW can fully automate employee leave balance inquiries. It covers each step—from capturing the user’s chat request and extracting their profile, to invoking the BambooHR API through an Integration Hub Recipe, orchestrating the response in Agentic AI Studio, and delivering real time leave balances instantly.

This example highlights how Integration Hub and Agentic AI Studio components work together to replace manual HR queries with a seamless, self service interface.

 Goal

To automate the process of retrieving and displaying employees leave balances through a self-service, Agentic AI Interface eliminating manual queries and enabling users to access accurate, real-time leave information instantly.

 Scenario

The HR team at NovaTech wants to implement an AI-powered, self-service solution that allows employees to instantly check their leave balance without sending emails or logging into HR systems. This ensures quicker access to accurate leave data and reduces repetitive queries to HR.

The goal is to streamline routine leave inquiries, improve employee experience, and allow HR to focus on higher-value tasks.

   User Persona: Administrator

 Solution

1. Create a Recipe flow (Bamboo HR: Get Leave Balance) using Integration Hub component.

2. Create an Agentic AI flow (Bamboo HR: Get Leave Balance) to get leave balance using Agentic AI studio component.

Steps

Create a Recipe using Integration Hub Component

To create Recipe, perform the following steps:

1. Select the Project.

2. Click the Create arrow, then select Recipe.

   The My New Recipe page is displayed.

3. Enter Name, select Location (The project or folder where you want to store your recipe) and Pick a starting point to create a Recipe.

   Select Trigger from the actions.

4. Click Start building to open your new Recipe in the Recipe editor.

5. For the Trigger, Select API platform that specifies the conditions to start the workflow from App.

6. Under Action, select New API Request which is used to create an API request handler.

7. Under set up, for the New API request, configure the following fields.

   a. Under the Request section, set the Content type to JSON.

   b. Click Add header to define one or more Request headers.

   c. Under Path parameters, click Use JSON or add fields manually to Describe Path Parameters.

   d. In the Request schema section, click Use JSON to enter the expected input schema.

8. Under Actions, select HTTP Connection from app.

9. Select Action in App and Return API response.

10. Select End the Recipe.

    

    Figure: Leave Balance - Recipe

Create Agentic AI Flow using Agentic AI Studio Component.

To create a new flow, perform the following steps:

1. Navigate to Agentic AI Studio.

2. Click New Flow. The Get Started pop-up is displayed.

3. Click Blank Flow.

4. Navigate to left side Components sidebar.

5. Drag and drop the Chat Input component.

6. Drag and drop the User Profile Extraction component. Connect the edges of Chat Input component and User Profile Extraction component.

7. Drag and drop the Agent Instruction component. Connect the edges of User Profile Extraction component and Agent Instruction component.

8. Drag and drop the Recipe Agent from the left side bar to the canvas.

   

   Figure: Recipe

9. Click Recipe dropdown. It displays the list of runbooks available for your Workspace.

10. Select the bambooHR: Get Leave Balance Recipe from the displayed list. It will trigger the selected Recipe (Workflow) from Automation to access the leave balance.  

11. Drag and drop the Orchestration Agent component.

12. Connect the edges of Agent Instruction component and Orchestration Agent (Agent Instructions connection edge).

13. Connect the Tool edge of Recipe Agent and with Tools edge of Orchestration Agent component.

14. Connect the Message edge of Chat Input Agent and with Input edge of Orchestration Agent component.

15. Drag and drop the Output component. Connect the Response edge of Orchestration Agent component with Output component.
    The following diagram illustrates the complete view after connecting the edges.

    

    Figure: Agentic AI Flow

16. Once the workflow is connected, click the Playground button to view the output.

    

    Figure: Output from Playground

This use case demonstrates how to build a self‑service leave‑balance checker using AI Workflows. By combining an Agentic AI flow (BambooHR: Get Leave Balance) with an Integration Hub Recipe, employees can:

• Submit a chat request and have their identity extracted automatically

• Trigger the BambooHR API to fetch real‑time leave balances

• Orchestrate the response through Agentic AI Studio

See their current leave balance instantly in the Playground interface. The result is a fully automated, user‑friendly solution that eliminates manual HR inquiries, speeds up routine requests, and frees HR to focus on strategic tasks.