AI & RAG
Freeze and Index Confluence Compliance Space into Cited Evidence Corpus
On a schedule, snapshots a Confluence compliance space into an immutable versioned corpus, splits pages into clause-level chunks with stable source anchors.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled corpus refresh
- ActionFetch pages from Confluence compliance spaceConfluence
- ActionSplit pages into clause-level chunks with stable source anchors
- ActionEmbed each chunkOpenAI
- ActionUpsert chunks and embeddings under a frozen corpus version in pgvectorPostgres
- OutputRecord snapshot summary (version, page and chunk counts)
What it does
Builds the frozen, versioned evidence corpus the answer-bots depend on. It pulls a Confluence compliance space, captures an immutable snapshot tagged with a corpus version, and breaks each page into clause-level chunks that retain a stable anchor (page ID, heading path, clause index) so downstream answers can cite an exact location. Embeddings and metadata land in pgvector.
When to use it
When you need a controlled, point-in-time evidence set per audit period rather than a live-changing knowledge base, so two reviewers asking the same question on different days get the same cited source.
How it works
- 1A scheduled run kicks off the indexing job (for example, nightly during an audit window).
- 2Pages are fetched from the target Confluence compliance space.
- 3Each page is split into clause-level chunks tagged with page ID, heading path, and clause index.
- 4OpenAI generates an embedding per chunk.
- 5Chunks, embeddings, and a frozen corpus version are upserted into pgvector.
- 6A snapshot summary (page count, chunk count, version) is recorded.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI & RAG workflows
Publish a Grounded API FAQ Page to Confluence Weekly
Each week, clusters the top unanswered or repeated API questions, generates spec-grounded answers with citations.
Detect Breaking API Changes from Spec Diffs and Alert Owners
Compares the new OpenAPI spec against the previous version on each GitLab merge, uses retrieval over the changelog to classify whether changes are breaking.
Pre-meeting prep brief grounded in Coda and CRM
Before each booked sales meeting, builds a one-page prep brief by combining the account's HubSpot context with grounded talking points and objection responses pulled from your…
Coda-grounded sales answer bot with citations in Slack
Reps ask product, pricing, or competitive questions in Slack and get an answer drawn only from your Coda knowledge hub, with links to the exact docs and rows it pulled from.
Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.
