AI & RAG
Slack Evidence Lookup with Citations for Compliance Teams
Lets staff ask compliance evidence questions from a Slack slash command or mention and replies in-thread with a grounded answer plus clickable links to the exact source clauses.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack slash command or mention with a questionSlack
- ActionEmbed question and retrieve clauses from pgvectorPostgres
- LogicBranch on retrieval confidence: answer vs evidence-gap
- ActionGenerate grounded answer with citation markersOpenAI
- OutputReply in-thread with citations or post gap alert to GRC channelSlack
What it does
Turns the compliance evidence corpus into a self-serve Slack tool. A team member asks a question in Slack; the bot retrieves the supporting clauses, drafts an answer constrained to that evidence, and posts it back in-thread with citation links to the source documents. When no clause clears the confidence bar, it flags the gap to a GRC review channel so an owner can fill it.
When to use it
When sales engineers, security reviewers, or new hires repeatedly ask 'do we have a control for X?' and you want answered-with-receipts responses in Slack instead of pinging the compliance lead.
How it works
- 1A Slack slash command or app mention triggers the flow with the user's question.
- 2The question is embedded and matched against corpus clauses in pgvector.
- 3A confidence branch decides: answer if supported, else route to the gap path.
- 4OpenAI drafts a grounded answer with inline citation markers.
- 5The answer with source-clause links posts back to the originating Slack thread; unsupported questions post an evidence-gap alert to the GRC channel.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, files.
- 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.
