AI & RAG
Find collateral coverage gaps from unanswered rep questions
An agent reviews logged rep questions that the retrieval bot answered poorly, clusters the misses against the Dropbox collateral index.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull low-confidence questions from PostgresPostgres
- ActionCluster questions and check existing coverageOpenAI
- LogicKeep only real gaps above volume threshold
- ActionCreate Linear content-request ticketsLinear
- OutputPost gap summary to SlackSlack
What it does
Closes the loop between what reps ask and what collateral exists. It reads the log of low-confidence or unanswered questions from the Slack Q&A bot, clusters them into themes, checks each theme against the existing Postgres index to confirm the gap is real, and opens Linear tickets for the content marketing team to fill.
When to use it
Use it when you want collateral roadmapping driven by real field demand instead of guesswork. It turns the bot's failures into a prioritized backlog of assets worth creating.
How it works
- 1A weekly schedule starts the agent.
- 2It pulls logged low-confidence questions from Postgres.
- 3The agent clusters questions into topics and, for each, retrieves whatever collateral does exist to confirm the gap.
- 4A logic step keeps only clusters with genuine coverage gaps above a volume threshold.
- 5The agent drafts a content request per gap with example questions and suggested asset type.
- 6It creates a Linear ticket for each request and posts a summary to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect LinearIssues, projects, cycles, triage.
- 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.
More AI & RAG workflows
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.
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.
Grounded reply suggestions for inbound sales email
Reads inbound prospect emails, retrieves the matching answers from your Coda hub.
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.
On-Call Spec Answerer from Dropbox Engineering Corpus
Answers on-call questions posted in a Slack channel by retrieving the most relevant Dropbox engineering specs and replying with a grounded, source-cited answer in the thread.
Agentic Deep-Dive API Researcher for Hard Spec Questions
An agent fielded via webhook that answers multi-part API questions by iteratively searching OpenAPI specs, changelogs, and Confluence runbooks.
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.
