AI & RAG
Benefits Plan Q&A Assistant in Slack
Answers employee benefits questions in Slack by retrieving plan-document passages from Confluence and Notion, then replying with a grounded answer and source links.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee asks a benefits question in SlackSlack
- ActionRetrieve relevant plan passages from ConfluenceConfluence
- ActionRetrieve matching benefits FAQ pages from NotionNotion
- ActionCompose grounded answer with OpenAIOpenAI
- OutputReply in-thread with answer and source linksSlack
What it does
Gives employees a self-serve way to ask benefits questions ("Is my spouse covered under the PPO?", "What's the HSA contribution limit this year?") directly in Slack and get an accurate, cited answer drawn only from your official plan documents in Confluence and Notion.
When to use it
During open enrollment or any time HR is buried in repetitive coverage questions. Best when your summary plan descriptions and benefits FAQs live across Confluence (SPDs, carrier docs) and Notion (internal HR pages) and you want one answer surface that never invents coverage details.
How it works
- 1An employee mentions the assistant or posts in a dedicated Slack channel.
- 2The question is embedded and used to retrieve the most relevant passages from indexed Confluence plan pages.
- 3The same query retrieves matching Notion benefits-FAQ pages.
- 4OpenAI composes an answer grounded strictly in the retrieved passages, refusing when coverage isn't documented.
- 5The assistant replies in-thread with the answer plus links to each source page so the employee can verify.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 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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Run this workflow in your colony.
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