AI & RAG
Coda Knowledge Gap Filler with Source-Verified Research
When the answer bot can't find a grounded answer in Coda, an agent researches the question against approved web sources, drafts a citation-backed new knowledge row.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook: answer bot reports an unanswered questionHTTP webhook
- ActionResearch the question against approved sourcesPerplexity
- LogicReject findings lacking a verifiable citation
- ActionCompose draft knowledge row with inline citationsOpenAI
- ActionCreate pending-review row in CodaCoda
- OutputNotify requester in Slack that a draft awaits approvalSlack
What it does
Closes gaps in your knowledge hub instead of letting them recur. When a question has no supporting Coda row, this workflow dispatches an agent that researches the topic with Perplexity, verifies the findings carry real source citations, and drafts a new knowledge row in Coda marked pending review so a human approves before it becomes answerable.
When to use it
Use it when unanswered questions keep slipping through your grounded bot and you want the system to propose well-sourced additions rather than leaving gaps. Best for teams comfortable with agent-driven research under a review gate.
How it works
- 1A webhook from the answer bot fires whenever a question returns no grounded match, passing the question text.
- 2The agent researches the question using Perplexity and gathers candidate facts with their source URLs.
- 3A logic step rejects findings that lack a verifiable citation, preventing unsourced content from advancing.
- 4OpenAI composes a concise draft knowledge row written in your hub's voice, with citations inline.
- 5The draft row is created in Coda flagged pending review, and the requester is notified in Slack that a proposed answer is awaiting approval.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PerplexitySearch-grounded answers with citations.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect CodaDocs, packs, automations.
- 5Connect SlackChannels, DMs, threads, mentions.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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.

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