AI Automations turns the follow-up your managers do by hand into a tree that runs on its own. Pick what starts it, like a no-show, a missed clock-out, a time off request, a new hire, or a license about to lapse. Then add the steps: messages, tasks, courses, finding cover, waits, and If / else branches, with AI to write the note or make the call. Each run uses the access of whoever published it, and every step is written down. Ask AI is still here for the one-off jobs: say what needs doing, approve the plan, done.
Free for teams of up to 10 people
Triggers sit at the top, steps run down from them with a + between each, and an If / else splits into a column per branch, each ending on its own. What you see is the order it runs in.
A shift opens, someone clocks in late, time off is asked for, a course goes overdue, a checklist comes in flagged. Triggers across a dozen tools, each with filters, or a schedule you set.
A run can do what its publisher could do, at their locations, and nothing more. Steps that touch pay, hours, or the schedule wait for a person until an admin says otherwise, and every step lands in the logs.
Luis is sick, and his 6:30 at Riverside Plaza opens. The Find cover step asks the people who can take it, one at a time, and puts the first yes on the schedule. The manager gets one line: Dana is covering Luis's 6:30 at Riverside. It runs from any automation, from Ask AI, or on its own when sick time is approved over a shift.
The asking, the waiting, and the schedule change, done for you.
Your rules for who gets asked, and when it comes back to you.
Only people who could take the shift without breaking a rule.
Where people will see it, with the shift spelled out.
The manager gets the problem with everything needed to solve it.
For the jobs that do not come round on their own, Ask AI takes a request in plain words or a photo, shows the plan, and does it once you approve. Managers also get a Monday brief.
A change in the tools starts a run at once; things that happen by the clock are found every few minutes. Each trigger takes filters, so a late clock-in can mean more than 10 minutes late, at one location.
Add a step at any +. Messages fill in fields like {{person.firstName}} and {{shift.start}}. Branches test any field the run knows, and each branch ends on its own.
Hold the run, split it, or stop it.
From whoever published it, with fields filled in.
For the person, their manager, or someone you pick.
On the shift the run is about.
These ask first until an admin says otherwise.
Writing and planning from what the run knows.
Each becomes a draft to change before you publish it. Or describe what you want in a sentence, and AI draws the tree for you to check.
Message the person; if they still have not clocked in, tell their manager, open the shift, and find cover.
Ask the people who could take it, then tell the managers who said yes, or that nobody did.
Tell the manager when someone clocks in more than 10 minutes late.
Remind anyone still on the clock, then give their manager a task to fix the timecard.
Remind the manager when a request has waited two days.
Remind the manager the day before, then check-ins at one week and 30 days.
Welcome them in chat and tell their manager.
AI writes a short thank-you, posted as a recognition.
A note in the morning, and their manager knows.
Ask for the renewed one 30 days out, and tell the manager if it has not come in.
Nudge the person, then tell their manager three days later if it is still not done.
A high-priority task for the manager when a checklist comes in flagged.
Every Monday morning, after you approve the step.
Tell the admins when an applicant scores 8 or more.
Five more tools that take the slow parts of the week off your plate, each one leaving a person with the final say.
Tell AI Scheduling what the week needs and it fills every open shift from your team's availability, roles, time off, and hour limits. You review the draft, move what you want, and publish.
AI SchedulingPositions, locations, availability, approved time off, and weekly hour limits are already in Vantage. The schedule is built from them, not from a form you fill in first.
Hours are spread evenly, requested days off are kept, and nobody is scheduled past their weekly limit.
Nothing is published until a manager says so. Drag any shift to change it, then publish like any other week.
No. It builds a draft. A manager reviews it, changes anything they want, and publishes it.
The shift stays open and is flagged with the reason, such as nobody available with that position on that day. You can post it as an open shift for the team to claim.
Yes. Approved time off and requested days off from the Time Off tool are kept when the week is built.
Describe what you want people to learn and Course Creator builds the course: short modules, a quiz, and a time estimate. Edit anything, add your own videos and documents, and assign it by location or department.
Course CreatorPlain language, split into short modules that fit into a break. Paste your own procedure and the course is built from that.
Questions are written from the module content, with answers you can change before anyone takes it.
Change the wording, reorder modules, drop in your own video, then assign it like any other course.
Yes. Paste or attach a procedure, a policy, or a manufacturer's guide and the course is built from that instead of from general knowledge.
Only if you tell them. A course is published under your workspace like any other, after you have reviewed it.
No. It writes the first draft in a minute. Your people decide what is right for your company and correct the rest.
Type what you mean in a few rough lines and AI Writing turns it into a clear announcement with a title, the right tone, and nothing missing. Translate it for the people who read in another language, then send.
AI WritingHalf sentences become a finished update with a title, a clear ask, and the date.
Friendly, direct, or formal. Make it shorter or longer with one tap.
Translate an announcement or a chat message before you send it, so people read it in their own language.
No. It writes a draft in the editor. You read it, change what you like, and send it yourself.
Spanish, French, Portuguese, and most other languages your team reads. Ask us about a specific one.
No label is added. The announcement goes out from you, the same as any other.
Ask in plain language for hours, overtime, attendance, time off, or task completion and AI Reports builds the report: the numbers, a chart, and a breakdown by location, person, or week. Every figure comes from your own records, and you can open any number to see the entries behind it.
AI ReportsType the question the way you would ask a colleague. No filters to set up and no columns to pick.
Every report splits the figure by location, person, position, or week, and compares it with the period before.
Each figure links to the time entries, shifts, or submissions behind it, so a manager can check any number in one tap.
From your workspace's own records: the time clock, the schedule, forms, tasks, and time off. Nothing is estimated.
Only the roles you allow. Managers see their own team and locations; owners and admins see everything.
The figures are counted the same way a report builder would count them, so they match the records. The written summary is generated from those figures and shows them, so you can check every sentence against the numbers.
Describe the work in plain language and AI Boards drafts the items, puts them in the right group, and assigns each one to the right person based on the task, their department, their skills, and how full their week already is. Every assignment comes with the reason. You review, adjust, and publish.
AI BoardsEach item shows why that person: the department, a certification, or the lightest week. Change any assignment with one click.
It reads the groups, columns, and history you already have, so new items land in the right group with the columns your board uses.
The draft sits on the board until you publish. Automations and notifications wait until you do.
It matches each item to people by department, role, skills, and certifications on their profile, then by how full their week already is and where they work. The note on each item shows the reason, and you can change any assignment before publishing.
No. Items that need a certification only go to people who hold it. If nobody qualifies, the item stays unassigned with a note saying why.
Only when you ask it to. Building next week adds a draft. Rebalancing a week changes assignments and shows each change for you to accept or undo.
The details that make AI Automations work for your team.
Something else on your mind? Talk to us.
An automation runs on its own every time its trigger happens, like every no-show or every license about to lapse. Ask AI is for one job right now: you say what needs doing, it shows the plan, and it does it once you approve.
Things that happen in the tools: someone joins, a birthday or work anniversary, a shift opens, a no-show, a clock-in, a missed clock-out, time off asked for, approved, or declined, a new hire added or finished with onboarding, a course assigned, finished, or overdue, a document expiring, a task overdue or done, a form submitted, someone recognized, a support request, an application, or a hire. It can also run on a schedule, or for people you enroll by hand.
Those of whoever published it last. A run can only do what that person could do themselves, at their locations. Building and publishing automations is its own power in Roles and access.
Messages, tasks, and most steps run on their own. Steps that touch pay, hours, or the schedule, like approving timesheets or deciding time off, wait for someone to approve them first. An admin can change that for each kind of step, or turn a kind off.
Yes. Test walks the tree for a person you pick, shows each step it would take, skips the waits, and changes nothing. An automation also cannot be published until every step is finished.
Four things: it drafts a whole automation from a sentence, writes a message from what the run knows, answers a yes or no question that picks the branch, and plans a request across the tools. A person checks the draft before it is published.
AI Automations is its own add-on for the people who run the team: $10 per person a month, paid on top of any plan. It includes AI Scheduling, Course Creator, AI Writing, AI Reports, and AI Boards. AI Chat Bot, with Voice Forms, is its own add-on at $3 per person a month, for everyone.
AI Automations is part of the AI hub. These tools share the same team, locations, and records.
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