How do I run company data analytics with a workflow?

Harriet offers two ways to review how well your documents cover the topics you care about:

• Built-in Company data analytics — a batch report in the portal, aligned to your Harriet taxonomy with consistent scoring.
• Workflow agent — a flexible, iterative review you design yourself. You paste the topic list into the agent prompt (the agent cannot open Company settings or read your taxonomy for you).

Use the built-in report when you want a standard, repeatable snapshot tied to your configured taxonomy. Use a workflow when you need a bespoke review, a custom cadence, or to combine document coverage with other steps (for example opening tickets for HR review).

Recommended workflow shape

1. Add a single configurable agent step (see How does the AI agent step work in a workflow?).
2. Optionally add a scheduled trigger for monthly or quarterly runs (see How do I run a workflow on a recurring schedule?).
3. Optionally add a ticket creation step so findings land in an inbox for human review.

Skills to enable on the agent step

Skill	Why
Knowledge base	Search and read policy, best-practice, and template documents in scope.
Ticketing (optional)	Open a ticket with findings for HR review.

Do not enable unrelated skills (HRIS, expenses, document generation, and so on) unless your prompt explicitly needs them. Document generation is for filling document templates (for example letters or forms), not for producing analytics reports.

Sample agent prompt

Use this as a starting point. Replace the placeholders in the table below, and paste your topic list into the {{TAXONOMY}} section (or use the default starter list).

## Goal
Run a company data analytics (policy coverage) review for our organisation.

Scope:
- Country: {{COUNTRY}} (use "Global" if this run should include all countries)
- Document tag: {{TAG}} (leave blank to include all tagged documents; e.g. "Operations", "UK HR")

## Topics to assess
Paste your topic list below. Group topics under headings (domain → category → topic). The agent uses this list only—it cannot read taxonomy from Company settings.

{{TAXONOMY}}

## How
1. Work through each topic in the list above.
2. For each topic, search company policy and best-practice documents in scope.
3. For each topic, classify coverage as:
   - **Found** — clearly documented with supporting excerpt
   - **Partial** — mentioned but incomplete or ambiguous
   - **Not found** — no relevant content in scope
4. Flag **contradictions** where two in-scope documents disagree on the same topic.
5. Produce a structured summary: domain → category → topic → coverage → excerpt → suggested improvement.

## When to stop
Stop when every topic in the pasted list has an assessment row in the output.

## On error
Create an internal ticket note describing what failed and which document searches returned no results.

Default starter taxonomy

If you do not have a list ready, start with this and edit to match your organisation:

**Leave**
- Annual leave entitlement and booking
- Sick leave and pay
- Parental and family leave

**Conduct and grievance**
- Disciplinary procedure
- Grievance procedure
- Bullying and harassment

**Recruitment and onboarding**
- Right to work checks
- Probation periods
- Background checks (if applicable)

**Working time and pay**
- Working hours and overtime
- Pay dates and deductions
- Expenses and reimbursement

Copy the built-in report taxonomy from Company settings → Taxonomy (when Company data analytics is enabled) if you want workflow runs to mirror portal reports.

Customization placeholders

Placeholder	Replace with	Example
{{COUNTRY}}	ISO country code or Global	GB, US, Global
{{TAG}}	Tag name from Knowledge Base tags, or leave blank for all	UK HR, (all)
{{TAXONOMY}}	Your pasted topic list (required for workflow runs)	See default starter above

Guardrails

• Only users with owner or manage workflows permissions should set up or change these workflows.
• Pilot on one country and tag before rolling out to the whole organisation.
• Agent output is advisory — validate contradictions with HR and legal before acting on them.
• Align document tags and country metadata on your knowledge base documents before running (see How do I organise policies by country and team?).
• Prefer the built-in Company data analytics report when you need scoring aligned to your Harriet taxonomy without maintaining a pasted topic list in the workflow prompt.

Related help

• Built-in reports: open Company data analytics from the Harriet portal (account owners can start a new report from that page).
• Workflow basics: Workflows beginner's guide.