OFIA · CASE STUDY
Company Policy Agent
Slack bot backed by Claude with Notion policy access that answers employee questions with role-specific context, always citing the source document.
The problem
Employees Slacked HR for every policy question — PTO accrual, expense limits, remote work rules for international travel, parental leave entitlements. HR received the same 10 questions every week from different people. Each question required finding the right policy document, reading it, and composing a contextualized answer that factored in the employee's role, location, and tenure. This consumed 8+ hours per week of HR time on work that was entirely answerable from existing documentation.
Our approach
A Slack bot backed by Claude with read access to all company policies in Notion via MCP. Employees ask in plain English; the agent finds the relevant policy, reads the full document, and composes an answer specific to that employee's situation — factoring in their role, location, and any role-specific carve-outs. It always cites the source with a link. Questions it can't confidently answer are routed to HR with the conversation context attached.
How it works
- Reads the entire policy knowledge base in Notion via MCP.
- Runs semantic search against the question and reads the full matching documents.
- Calibrates the answer to the employee's role, location, tenure, and manager from the HR profile.
- Always includes a link to the source policy document.
- Monitors policy documents for staleness and prompts the document owner when content is 6+ months old.
- Routes low-confidence questions (e.g. nuanced legal situations) to HR with the full conversation context — HR doesn't have to ask the employee to repeat themselves.
What we shipped
- Notion policy knowledge-base MCP integration
- Role-aware answer composer
- Source-citing Slack bot
- Stale-document monitor with owner ping
- HR escalation with conversation context
Impact
- 70% of HR policy questions answered instantly without human involvement.
- HR reclaimed 8+ hours per week.
- Employees get answers in seconds. Policy freshness improved because the agent flags stale docs.
Frequently asked questions
Can an AI chatbot answer employee HR policy questions accurately?
Yes. An AI chatbot connected to company policies in Notion via MCP can answer 70% of employee HR policy questions accurately and instantly, contextualizing answers to the employee's role and location and always citing the source document.
How do you reduce the time HR spends answering repetitive policy questions?
Reduce HR policy question time by 8+ hours per week by deploying a Slack bot that reads policy documents from Notion, answers in seconds with role-specific context, and only escalates genuinely ambiguous questions to HR with full conversation context.
What happens when an AI policy agent cannot answer a question confidently?
When an AI policy agent cannot answer a question confidently, it routes the question to HR automatically, attaching the full conversation context so HR doesn't have to ask the employee to repeat themselves.
WANT THE SAME
Build this for your team in 4 weeks
Ofia is the AI build partner for mid-market knowledge orgs. We map your operating norms, ship the first agent in 2–4 weeks, and hand you the platform that runs them.
▶ contact@ofia.ai