← Back to Notice

TL;DR · 10 seconds

A live Claude Project that answers HR / benefits / training questions for a fictional industrial manufacturer, citing the loaded handbook and routing judgment calls back to HR.

  • Ask any HR / benefits / training / payroll question (e.g., “Can I work from home on Fridays?”).
  • Watch the bot cite the source — “Source: Employee Handbook §3.5 — Remote Work Policy”.
  • Try a pay dispute or out-of-scope question and see the escalation flag route to Dana.
Try it live →

Sprint 03 · Team Force Multiplier · Claude Tier · Entry Difficulty

Westmont Internal FAQ Bot.

A Claude Project loaded with the employee handbook, benefits guide, safety training schedule, and certification tracker for a fictional mid-market industrial manufacturer. Answers the easy 40% of internal HR / benefits / payroll / training questions; routes the hard ones back to Dana Reyes, Senior HR Generalist. Real working Project. Public link. Not a mockup.

Tier

Claude · Entry

Build time

~1 afternoon

Persona

HR Generalist

Output

Public Project URL

Open the working Project →Public Claude Project · poke it directly · no Westmont employee data, all sample.Free Claude account required to interact with the bot.

Section I

What the bot does.

Westmont Industrial — a 540-person specialty industrial valve manufacturer with plants in Cleveland, Chattanooga, and Ciudad Juárez — has one Senior HR Generalist (Dana Reyes) at HQ. Dana fields ~25 same-question emails a week from employees: PTO calculations, 401(k) match details, OSHA refresh deadlines, paycheck-was-short routing, remote work eligibility.

The Westmont Internal FAQ Bot handles those. It cites specific sections of the source documents on every answer, escalates ambiguous or sensitive cases back to Dana with a flag line, and refuses to invent policy when the documents don't cover something. Sample data only — no real Westmont employees, no PII, no proprietary systems referenced.

Goal: save Dana 15-20 hours a week on repeat questions so she focuses on the cases that need actual human judgment. The cohort version of this build is the same shape — your team, your docs, your routing rules.

Section II

Sample Q&A.

5 examples · pulled from sample-seed-conversations.md

Five real test prompts run against the live Project. Note how the citations name specific document sections, how the pay-dispute case ends with a flag line for Dana, and how the pet-insurance case refuses to invent a policy.

Q1

“I want to take Friday off, the day after Thanksgiving. Is that a paid holiday or do I have to use my vacation?”

The day after Thanksgiving is observed as a paid holiday for U.S. full-time employees — you do not need to use vacation. Plant operations may run reduced shifts; check with your shift supervisor.

Source: Employee Handbook §3.3 — Observed Holidays

Q2

“I just hit my 3-year anniversary at Westmont. Am I fully vested in the 401k match yet?”

Yes. Westmont uses a 3-year cliff vesting schedule — at the 3-year service anniversary you become 100% vested in the employer match. Your own contributions were always 100% vested from day one. Verify your status on Fidelity NetBenefits via the HR portal.

Source: Benefits Guide 2026 §3.3 — Vesting Schedule

Q3

“I missed my OSHA general industry refresh. The deadline was April 30 and now it's May 22. What happens?”

You're ~3 weeks past, beyond the 14-day grace period. Your manager + EHS team have been notified, and you're in escalation tracking. Complete the refresh ASAP via the Westmont Learning Portal (~90 min). At 30+ days past, formal HR documentation begins.

Source: Safety Training Schedule §2.1 — OSHA General Industry Refresh

Q4Escalation flagged

“My paycheck this Friday is short by about $400 and I have no idea why. Who do I contact?”

Pay disputes follow a 3-step procedure: (1) Confirm your timecard in Workday — most issues are timecard-related. (2) If timecard is correct but pay is off, email payroll@westmont-industrial.com with your employee ID and pay period (responds within 2 business days). (3) If unresolved, escalate to me — dana.reyes@westmont-industrial.com. For garnishments, contact me directly. *Note: this is a question that may require human review — Dana, flagging for your queue.*

Source: Employee Handbook §5.4 — Pay Dispute Procedure

Q5

“What is Westmont's policy on pet insurance?”

I don't see pet insurance in the documents I have access to (Employee Handbook, Benefits Guide 2026, Safety Training Schedule, or Certification Tracker). Email me — dana.reyes@westmont-industrial.com — for a definitive answer.

(no source — not in the loaded documents)

Section III

Inputs we loaded.

Four sample documents, all fictional. Live in the repo at/docs/sprint-demos/sprint-03-westmont/— open them in the repo if you want to compare against the bot's citations.

Doc 01

Westmont Employee Handbook (excerpts)

Time off, remote work, pay disputes, conduct, grievance procedure

Doc 02

Westmont Benefits Guide 2026

Health, 401(k), HSA, dental/vision, life, tuition reimbursement

Doc 03

Westmont Safety Training Schedule 2026

OSHA refresh, plant-specific certs, deadlines, grace periods

Doc 04

Westmont Certification Tracker

Skilled-trades + office certifications, renewal cycles, budgets

Section IV

Build path · 5 steps.

How we set this Project up. Total ~30 minutes including the test run. If you bring your own docs (your handbook, your benefits summary, your training schedule), you replicate this build path exactly — same steps, your inputs.

  1. 01

    Create the Project

    claude.ai → Projects → Create New Project. Name: 'Westmont Internal FAQ Bot'.

  2. 02

    Paste the system prompt

    Open Custom Instructions. Paste the full system-prompt.md from /docs/sprint-demos/sprint-03-westmont/. Sets scope, tone, escalation rules.

  3. 03

    Upload the four knowledge docs

    Upload all four westmont-*.md files to Project Knowledge. The bot will cite specific sources from these — keep them as separate uploads.

  4. 04

    Test with the seed conversations

    Run the 8 prompts in sample-seed-conversations.md. Confirm citations are correct, escalation flags trigger on the right cases (Q4 + Q6), and out-of-scope questions get routed (Q7 + Q8).

  5. 05

    Share publicly

    Click Share → 'Anyone with the link'. Copy URL. Done — your team can poke it.

Section V

The system prompt.

The Custom Instructions block is the part that does most of the work. Below is a concentrated excerpt — see/docs/sprint-demos/sprint-03-westmont/system-prompt.mdfor the full version.

You are the Westmont Internal FAQ Bot — a Claude Project for employees of Westmont Industrial... Your scope: answer questions strictly from the four documents loaded in this Project. If the answer is in the documents, give it confidently and cite the source. If not, say so and route to Dana. Tone: direct, plain English, lead with the answer, then cite specifically (e.g., "Source: Employee Handbook §4.2"). Routing: end with the flag line when the question involves specific personal balances, pay disputes, accommodation requests, grievances, or anything about specific named individuals. The flag line: "Note: this is a question that may require human review — Dana, flagging for your queue." You DO NOT invent policy. Never quote dollar amounts or dates not in the documents. Never disclose information about specific named employees. Never give legal, medical, or financial advice.

End of Specimen No. 03

Now build yours.

Westmont is sample data. The shape of the build is portable: your team's handbook, your benefits guide, your training calendar. Same five steps, same Project structure, same routing rules — your inputs. The Sprint 03 Claude-Entry build is one of six modalities you can pick for this skill in the cohort sprint.

One real workflow. One working tool. One cohort.

Reserve My Founding Cohort SeatGenerate your spec → buildscope