A cross-functional internal help desk where employees submit HR, IT, facilities, and finance questions and the AI triage agent routes each to the right department in Taskade.
What's Included
- Single Intake Form: Employees submit one ticket — the agent decides where it goes
- Department Queues: Board view per department (HR, IT, Facilities, Finance) with shared SLA targets
- AI Triage Agent: Custom agent classifies by topic and routes — handles 70% of FAQs without a handoff
- Knowledge Base: Internal policies, benefits, expense rules — the agent answers from this first
- Employee Database: Table view with employee, department, manager, and ticket history
- Slack Integration: Bidirectional sync — employees ask in Slack, the agent replies there
Why This Template Wins
- One door for every employee question: No more wondering who to email — submit once, the agent routes
- FAQs answered instantly: Common HR and IT questions get a knowledge-base reply in seconds, not days
- A separate queue per department: keep HR and IT cases in separate projects, and share each one with that department using role-based permissions
How to Use
- Clone this template into your Taskade workspace
- Customize department list, FAQs, and SLA targets
- Connect Slack and your HRIS
- Train the AI Triage Agent on past tickets and policy docs
- Set up automation triggers for SLA breaches and weekly summary reports
FAQ
Can the agent answer HR questions privately?
Yes. Sensitive HR cases are routed to HR-only queues with restricted permissions — the agent only drafts; HR sends.
Does it work for fully remote companies?
Yes. The Slack integration is the most-used surface for remote teams — employees never leave Slack to file a ticket.
What plan fits a 200-person company?
Pro ($10/mo annual) handles 200 employees. Business ($25/mo) adds department-level audit logs and advanced reporting.
CTA
Try this template free in Taskade. For HRIS setup, see /learn/automation/automations-execution. Pair with an HR SOP Template. Browse HR apps in the Community Gallery.