AI AGENTS
Slack-Uploaded Questionnaire Triage and Draft Reply
When a sales rep uploads a CAIQ or custom security spreadsheet to a Slack channel, drafts answers from the Confluence knowledge base and replies in-thread with the draft…
How it runs
The automated pipeline, trigger to output.
- TriggerFile uploaded to Slack questionnaire channelSlack
- ActionDownload and split spreadsheet into questionsSlack
- ActionMatch and draft answers from ConfluenceConfluence
- LogicSeparate confident answers from gaps
- ActionUpload drafted file to original threadSlack
- OutputReply in-thread with unanswered question listSlack
What it does
Lets reps kick off a questionnaire draft without leaving Slack. Drop the file in a channel, and the workflow returns a drafted spreadsheet in the same thread along with a plain bullet list of every question that had no confident source match.
When to use it
Ideal when questionnaires arrive ad hoc over email or chat and your team lives in Slack. It removes the folder-watching step so reps get an answer the moment they paste a file.
How it works
- 1A file uploaded to a designated Slack channel triggers the workflow.
- 2The spreadsheet is downloaded and split into questions.
- 3The agent matches each question against Confluence trust-center pages and drafts an answer with a citation.
- 4A logic step separates confident answers from unmatched questions.
- 5The drafted file is uploaded back into the original Slack thread.
- 6A threaded reply lists the unanswered questions so a human can fill the gaps.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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