AI & RAG
Auto-Draft Cited Compliance Replies to Inbound Email
Watches a compliance inbox, answers each policy question from the frozen corpus with citations, and drafts a reply for human review.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email arrives in compliance Gmail labelGmail
- ActionEmbed question and retrieve passages from Supabase corpusSupabase
- LogicRoute grounded vs. unsupported questions
- ActionDraft cited reply with OpenAI as a Gmail draftGmail
- OutputEscalate unsupported questions to Slack reviewerSlack
What it does
Turns a shared compliance mailbox into a grounded responder. For each inbound question it retrieves supporting policy passages, drafts a reply with citations, and leaves it as a Gmail draft for a reviewer to send. Questions with no supporting source never get an auto-draft; they are escalated to the team instead.
When to use it
Use it when external partners or internal staff email policy questions and your compliance team wants a fast, sourced first draft without risking an unsourced answer going out under the company name.
How it works
- 1A new message in the compliance Gmail label triggers the flow.
- 2The question text is embedded and matched against the frozen Supabase corpus.
- 3A logic gate splits grounded questions from unsupported ones.
- 4For grounded questions, OpenAI writes a cited reply saved as a Gmail draft for human send-off.
- 5Unsupported questions post to a Slack channel tagging the on-call compliance reviewer.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect SupabaseTables, auth, storage, edge functions.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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 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.
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