AI AGENTS
Onboarding Inbound-Upload Reconciler
Watches for customer reply emails with attachments, identifies which onboarding artifact was just provided, files the attachment to Drive, marks the checklist item received.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound labeled email arrivesGmail
- ActionMatch sender + attachment to artifactOpenAI
- LogicConfirm attachment satisfies requested item
- ActionUpload file to Drive onboarding folderGoogle Drive
- ActionMark artifact received in AirtableAirtable
- OutputEmail confirmation + remaining itemsGmail
What it does
Turns inbound customer emails into automatic checklist updates. When an owner replies with the document you were chasing, the agent figures out which requested artifact it satisfies, stores the file, flips the checklist status to received, and sends a confirmation so no one chases an item that already arrived.
When to use it
Use it when customers email artifacts back as attachments and your team has to manually match each file to a checklist row and update status. It stops redundant follow-ups and keeps your onboarding tracker honest in near-real time.
How it works
- 1A new email matching your onboarding label triggers the flow.
- 2The agent reads the message and any attachments, then matches the sender and content to the right onboarding record and artifact in Airtable.
- 3A check confirms the attachment plausibly satisfies the requested artifact type before acting.
- 4The attachment is uploaded to the customer's Google Drive onboarding folder.
- 5The matching Airtable artifact is marked 'received' with a link to the file.
- 6Gmail sends the customer a short confirmation and notes what's still outstanding.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect Google DriveDocs, sheets, slides, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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