Automation · Operations and reporting
Answer on WhatsApp how many vacation days each employee has left with BambooHR
An AI agent answers on WhatsApp each employee's vacation balance with BambooHR, checks who is out and submits the request.
How do I tell my team how many vacation days they have left without opening BambooHR every time?
A Met connected to BambooHR answers the employees who write to it on WhatsApp. It identifies the person in BambooHR, checks their time off balance by type and the policies assigned to them, and tells them how many days they have left. If they want to request vacation, the Met checks who else is out and which holidays fall on those dates, counts the days and submits the request in BambooHR, where it follows the approval flow you already have. Your team still approves.
What starts it
When the customer writes
It starts when an employee writes to the Met on WhatsApp to ask about their vacation or to request it. There is no trigger to configure: the Met assigned to that line answers the conversation, even though the person writing is an employee and not a customer.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Internal service Met for the team
This is not a named, seeded Met. It is a Met assigned to a WhatsApp line for your team, with BambooHR connected. The person writing to it is an employee, not a customer, and its work ends when the person knows their balance or their request is recorded in BambooHR.
Run by the customer support Met
Channels: WhatsApp
What you need connected
- BambooHR Collect and manage
5 steps · 8 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Identify the employee
The Met looks the person up in the BambooHR directory and employee list with the details your team set in its instructions, and does not go on if it cannot find them with certainty.
- 2
Check their balance
The Met checks the employee's time off balance by category as of today or the date they ask about, and names it with your company's time off types.
- 3
Check the policies that apply
If the person asks why they have that balance, the Met checks the time off policies assigned to them in BambooHR and tells them which one applies.
- 4
Check the dates they want to request
Before recording anything, the Met checks who else is out and which holidays fall on those dates, and counts the days in the range so the person knows how many they are requesting.
- 5
Submit the request
With the dates and the type of time off confirmed in the conversation, the Met submits the request in BambooHR. Approval follows the flow you already have set up.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
-
BambooHR connected in Met with your app
The admin creates an app in the BambooHR developer portal and registers the return URL Met shows. In Met, open Connections, then BambooHR, then Connect, type the subdomain and paste the client ID.
-
An account with time off permissions
The account that connects BambooHR needs permission to view employees' time off; without it, BambooHR returns empty or partial results without warning.
-
Instructions on who can ask what
Your team sets in the Met's instructions how it identifies each employee and that it only answers each person about their own balance.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
-
It does not approve or deny vacation in this recipe. The request is recorded and approval stays in BambooHR with your team.
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It does not verify the identity of whoever writes beyond what your team sets in the instructions; lookups run with the permissions of the account that connected BambooHR.
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It does not change time off policies or balances. Those are set up in BambooHR.
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It does not ask for confirmation in the chat before submitting the request. The control is which actions the workspace admin keeps on.
FAQ
Questions about this automation
It answers the balance with the categories and units BambooHR returns for your company; the Met does not recalculate your policies.
The Met checks who else is out on those dates and tells the person before submitting. Whether it is approved is still your team's call.
It is better to assign this Met to a line for your team, so employee data does not mix with customer service.
Your company, under its BambooHR plan. Meteor does not resell the service and Met does not charge Energy for these calls.
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Want this automation running on your own data?
We will show it to you with your accounts connected, not with a canned demo.