ClayHR's AI agents Miles and Sage run succession planning
end to end, from identifying critical roles and matching
successors to closing skill gaps
Start with a simple conversation. Your AI agent guides you through a few questions, reviews your organizational structure, identifies critical roles, and automatically drafts succession plans. Review the recommendations and get started in minutes—no spreadsheets required.


Identify the roles that matter most and uncover leadership gaps before they become business risks. Gain a clear view of succession coverage, spot missing successors, and turn critical gaps into action—so your organization is always ready for what’s next.
Build a strong leadership pipeline by continuously identifying, shortlisting, and tracking high-potential successors for every critical role. Keep succession plans up to date and your talent bench ready for what’s next.
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Build talent pipelines with clearly marked successor pools — confirmed and potential candidates alike. Compare shortlisted successors side-by-side on readiness, skills, and performance using the CKR (Capabilities, Knowledge, Relationships) score, and track each one as Selected, In Consideration, Backup, or Rejected for every critical role.
Unlock the full potential of your workforce with AI-powered readiness insights. AI agent continuously evaluates successor readiness, identifies leadership potential, and recommends targeted development actions. Keep succession plans up to date and ensure every critical role has the right talent ready to step in.

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Empower employees to own their growth with self-assessments that uncover skill gaps early. Turn insights into action with personalized development plans, targeted learning, and expert connections—building a more engaged, future-ready workforce.
Ensure no expertise walks out the door. Prompt employees nearing retirement or transition to document and share their most valuable insights through Ask HR. Protect institutional knowledge, prepare successors for a confident start, and keep your organization resilient through every leadership change.
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Preview tomorrow's org chart, today. Model a promotion, an exit, or a reorg, and see the ripple effect across your entire leadership bench before you commit to a decision. Compare alternative succession paths side-by-side and choose with confidence, not guesswork. This scenario-planning capability is coming soon to ClayHR — join the waitlist to be the first to try it.