AI & RAG
Build a cited contract brief on demand from a webhook question
Accepts a question via webhook, runs a multi-clause retrieval across the versioned corpus.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook with question + filtersHTTP webhook
- ActionPlan sub-queries and retrieve clausesSupabase
- LogicDedupe clauses, compute per-point confidence
- ActionAssemble structured cited briefOpenAI
- OutputReturn JSON brief over webhook responseHTTP webhook
What it does
Exposes the clause store as a programmatic endpoint. A calling system (a CRM workflow, a deal-desk tool, an RFP responder) posts a contract question and gets back a structured brief: the answer broken into points, each backed by the specific clauses and versions that support it, with a confidence signal so the caller can decide whether to trust or escalate.
When to use it
When another application needs grounded contract answers without a human in the loop — for example auto-filling security questionnaires or deal-desk approvals from your actual signed terms. It is the API-shaped sibling of the Slack assistant.
How it works
- 1An inbound HTTP webhook delivers the question and any scope filters.
- 2OpenAI plans sub-queries and Supabase retrieves clauses for each across the corpus.
- 3A logic step deduplicates clauses and computes per-point confidence from match scores.
- 4OpenAI assembles a structured brief, attaching clause and version citations to each point.
- 5The JSON brief is returned to the caller over the webhook response.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SupabaseTables, auth, storage, edge functions.
- 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.