AI & RAG

Slack Contract Q&A Bot Grounded in Dropbox MSAs

Lets anyone ask a contract question with a Slack slash command or mention and replies in-thread with the answer and the exact clauses it came.

CategoryAI & RAG
Enginesim
Difficultybeginner
Triggerchat
Steps5
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerSlack slash command or mentionSlack
  • ActionVector search clauses in PostgresPostgreSQLPostgres
  • LogicGate on retrieval confidence
  • ActionGenerate cited answer with OpenAIOpenAI
  • OutputReply in Slack thread with Dropbox linksSlack

What it does

Turns your contract knowledge base into a self-serve Slack bot. Ask 'what's the liability cap in the Acme MSA?' and it answers in the thread with quoted clauses and a link to the source document in Dropbox.

When to use it

Use it when sales reps, CSMs, and finance keep pinging legal with the same contract lookups. It deflects routine questions while keeping every answer traceable to the signed agreement.

How it works

  1. 1A user invokes the bot via slash command or @-mention in Slack, triggering the flow with their question.
  2. 2The workflow embeds the question and runs a vector search against the Postgres clause store.
  3. 3A logic step checks retrieval confidence: if no clause clears the relevance threshold, it returns a 'not found in our agreements' message instead of guessing.
  4. 4OpenAI writes a concise, citation-backed answer using only the retrieved clauses.
  5. 5The bot replies in the originating Slack thread with the answer plus a Dropbox link to each cited document.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SlackChannels, DMs, threads, mentions.
  2. 2
    Connect PostgresAny Postgres URL — query, write, migrate.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect DropboxFiles and folders.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

14-day trial. No DevOps. No Sales call. Provisioned in under a minute.