The Investigation Play
By Sara Rodgers Consulting. 19 years handling the hardest HR moments at Target, Cisco, and DataRobot, now built into 32 AI agents.
Run a workplace investigation the right way, from the first complaint to findings and close-out.
- 7 skills
- Every skill works in your AI app as-is
- Version 1.0.0, released Oct 1, 2026
- From $79/mo
When a complaint lands, the first 48 hours decide whether the business is protected or exposed. The Investigation Play walks you through every step so nothing gets missed and nothing gets promised that shouldn't be.
What's inside
- Intake Companion: triage the complaint and run the intake conversation
- Manager Escalation Gate: what a manager must report, and must not do
- Investigation Planner: scope, interview order, evidence, and timeline
- Interview Guide Builder: questions for the complainant, witnesses, and the accused
- Investigation Notes Companion: clean, defensible notes and an evidence log
- Red Flag Spotter: catch retaliation risk and blind spots before you act
- Findings and Closeout Builder: the findings report and both close-out conversations
Built from 19 years of HR and employee relations work at Target, Cisco, and DataRobot. Not legal advice. Bring in employment counsel when the Red Flag Spotter says to.
The skills in The Investigation Play
Findings and Closeout Builder
Use when evidence gathering is done. Writes the findings report allegation by allegation under the more-likely-than-not standard, the recommendation to management, and the close-out conversations with both parties.
works in your AI app as-isIntake Companion
Use when an employee concern or complaint just arrived, directly, through a manager, or from a hotline. Triages conduct vs. performance, spots words that create a duty to act, runs the intake, and handles "please keep this confidential."
works in your AI app as-isInterview Guide Builder
Use to prepare or run investigation interviews. Builds the guide for the complainant, witnesses, or the accused, with opening and closing admonitions and broad-to-specific questioning, and handles in-the-room moments.
works in your AI app as-isInvestigation Notes Companion
Use to document an investigation: turn a post-interview brain dump into a clean contemporaneous note, scrub conclusions out of notes, build the evidence log and chronology, and organize the case file.
works in your AI app as-isInvestigation Planner
Use after intake to plan the investigation: scope, allegations mapped to policy, interview order (complainant, witnesses, then the accused), evidence and preservation steps, and target dates.
works in your AI app as-isManager Escalation Gate
Use when a manager (not HR) has seen or been told about possible misconduct. Decides whether it must go to HR, how to report it, and what not to do: investigate it themselves, discipline anyone, or promise secrecy.
works in your AI app as-isRed Flag Spotter
Use to risk-check a case, intake, plan, or notes before acting. Flags retaliation exposure, protected-class blind spots, conflicts of interest, predetermined-outcome language, confidentiality promises, and when counsel must come in.
works in your AI app as-is
Per organization, on the seller's store
- Business$79/mo, or $790/yr
- Fractional HR Partner$199/mo, or $1,990/yr
v1.0.0 Oct 1, 2026
First release. Seven skills covering the full investigation: intake, manager escalation, the investigation plan, interview guides, contemporaneous notes, risk checks, and findings with close-out conversations.
Full history on the changelog.
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