Leave tracking
Turns a leave request into a decision, a corrected balance, and cover the team can see, so an absence is never discovered at payroll or on the Monday it happens.
When a leave start date changes, recalculate the accrual and flag any balance that no longer matches the written policy.
The job, and what good looks like.
Leave is the absence record most likely to be wrong and the hardest to put right afterwards. An agreement made in a corridor is never written down, a request sits in an inbox for a fortnight, and by the time the balance looks wrong the person has already been paid from it. This workflow holds every request in one place with the policy that applies to that person, the dates requested, and the balance before approval. A request that breaks the policy comes back with the rule that blocked it and the route to appeal, rather than a silent refusal to decode. The manager is asked to confirm cover, and a confirmed absence is put on the team calendar so the gap is visible early. When somebody returns, the date is recorded, the balance is recalculated against the policy, and a long absence opens a conversation about a phased return. A human still approves or declines, applies discretion where the written policy is unfair, and handles anything involving a long-term condition. The workflow keeps the record and the calendar honest; it does not decide who deserves time off.
When it is handled
- Every request answered within a day
- Balances match the written policy
- Cover arranged before anyone goes off
- No unpaid leave discovered at payroll
Works with tools like
- UKG
- BambooHR
- HiBob
- Google Calendar
Ready-made automations. Pick the one that fits.
Each one is a plain-language document. Run it as it is, or change the timing, the rules and the tools to match your team.
You stay in charge.
At every step.
It reads and ranks. People decide about people.
- It never rejects anyone
It ranks and summarizes against your written criteria, with a reason for each. Every decision stays with you.
- Undo what you don't want
Every step is recorded, and a file it changed can be put back.
- Candidate data stays contained
Each automation reaches only the inbox and folders you connect for it.
PTO accrual recheck
Approve before it posts in Slack?
Before you download.
- Where does it run?
- On your Mac or Windows computer, in the background. It keeps working after you close its window, and only reaches the folders and apps you connect for each automation.
- How does it connect to our CRM and other tools?
- Through each app's own connection where it offers one, signed in once by you, or by using the app in a browser the way you would. Each automation gets only the connections you give it, and the tools a page names are examples you can swap for your own.
- Does it run when my computer is asleep?
- It keeps your computer awake while a job runs and just before a scheduled one. While the computer is closed or off, nothing runs; when it wakes, it checks the inbox, calendar and other sources it watches for anything that arrived meanwhile.
- How does my team use it?
- Each person who runs automations installs the app. Keep a project in a shared folder, such as Google Drive or a network drive, and teammates can open it and follow every run, while one person owns it and runs it.
- Do I need anyone technical to set it up?
- No. Download the app, add an automation in plain words, and connect only what that job needs. Nothing runs until you switch it on.
Already have tools for this? Here is the difference.
Your applicant tracking system's automations
Moving candidates between stages and sending template emails.
They can't read a CV against your real criteria or explain why someone made the shortlist.
Flowchart automation tools
Copying records between HR apps.
Every exception becomes another branch someone has to build and maintain.
AI chat assistants
Summarizing a CV when you paste it in.
Applications keep arriving while nobody is asking, and the criteria live in a chat.
AUTOMATE.md
Your routine, written in plain words. It runs on its own, follows your rules, handles the exceptions a flowchart can't, and asks you when it matters. The file stays yours, whichever AI model runs it.
Start with one job.
Make it your own.
macOS — coming soon- 1
Get the app
It runs on your computer, next to your files.
- 2
Add the automation
Paste the instructions into the app, or save them as a file next to your work.
- 3
Try it, then turn it on
Run it once and check the result. It only runs on its own once you switch it on.