Groups exit interview notes into themes and sends the summary to the managers who own the work.
Part of Offboarding and access revocation
Tools
Notion, Slack, Asana
Outcomes
Notes captured while fresh • Recurring themes logged
Documentation
Instruction-ready detail below
When an <in:documents>exit interview</in:documents> is logged, group the answers into themes and <slack>post the summary</slack> to the managers who own the affected work.
When an <in:documents>exit interview</in:documents> is logged, group the answers into themes and <slack>post the summary</slack> to the managers who own the affected work.Tools
Notion, Slack, Asana
Trigger
7 days after the last day
Setup time
10 minutes
Keeps one complete employee file from signed offer to exit, so an audit question or a reference request is answered from the record instead of a trail of emails.
Turns survey results into named follow-up conversations with the managers whose teams scored lowest.
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.
Download
Download the app and begin with drafts and checklists before you write anything back.