AI & RAG
Side-by-Side Plan Coverage Comparison Generator
On request, pulls two named plan documents from Confluence and Notion and produces a structured side-by-side comparison of premiums, deductibles, and coverage.
How it runs
The automated pipeline, trigger to output.
- TriggerComparison request received via webhookHTTP webhook
- ActionRetrieve both plan documents from ConfluenceConfluence
- ActionPull supplementary coverage notes from NotionNotion
- ActionExtract and normalize coverage fields with OpenAIOpenAI
- OutputPublish side-by-side comparison to NotionNotion
What it does
Takes a request to compare two benefits plans by name (for example "PPO vs. HDHP") and generates a clean, structured comparison covering premiums, deductibles, out-of-pocket maximums, network rules, and key exclusions, sourced only from the official plan documents.
When to use it
When employees keep asking "which plan is better for me?" and HR wants a reusable, document-grounded comparison instead of hand-built spreadsheets. Ideal when plan details are scattered across Confluence SPDs and Notion benefits pages and you want a publishable artifact.
How it works
- 1A request arrives via webhook naming the two plans to compare.
- 2The workflow retrieves each plan's full document set from Confluence.
- 3It pulls any supplementary coverage notes for those plans from Notion.
- 4OpenAI extracts matched coverage fields and builds a normalized side-by-side table, flagging any field missing from a source.
- 5The finished comparison is written back to a Notion page and the page link is returned in the webhook response.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect NotionPages, databases, comments.
- 4Connect OpenAIModels, embeddings, 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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