AI & RAG
Announce newly published collateral to reps in Slack
When a new file lands in the Dropbox collateral folder, summarizes it with OpenAI and posts a short 'what this is and when to use it' announcement to the sales Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerNew file published to Dropbox folderDropbox
- ActionDownload and extract file textDropbox
- LogicFilter out drafts and non-collateral types
- ActionSummarize asset and use case with OpenAIOpenAI
- OutputPost announcement to SlackSlack
What it does
Makes sure reps actually notice new collateral. The moment a file is published to the Dropbox folder, it reads the content, generates a concise OpenAI summary covering the asset's purpose and ideal use case, and broadcasts it to the sales channel with a direct link.
When to use it
Use it when great collateral gets created but never gets adopted because no one knows it exists. This closes the gap between publishing and field awareness automatically.
How it works
- 1A new-file event in the Dropbox collateral folder triggers the run.
- 2The file is downloaded and its text extracted.
- 3A logic step ignores drafts and non-collateral file types based on naming and folder rules.
- 4OpenAI writes a two-line summary plus a 'best used when' note.
- 5The announcement, with the Dropbox link, is posted to the sales enablement Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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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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