AI & RAG
Flag stale or low-confidence sales collateral weekly
On a weekly schedule, scans the Dropbox collateral index for files not updated in too long or that score poorly against current messaging.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionRead file metadata from Postgres indexPostgres
- LogicFlag files past freshness threshold
- ActionScore messaging alignment with OpenAIOpenAI
- LogicRank and group by owner
- OutputPost cleanup report to SlackSlack
What it does
Runs a recurring quality audit on your indexed collateral. It finds files that have gone stale (no update past a freshness threshold) and uses OpenAI to score each document against your current positioning, then compiles a prioritized list of what to refresh or retire.
When to use it
Use it when collateral drifts out of date and reps unknowingly send old pricing or deprecated messaging. Enablement teams get a standing weekly nudge instead of discovering rot during a deal.
How it works
- 1A weekly schedule triggers the audit.
- 2The flow reads file metadata and last-modified dates from the Postgres index.
- 3A logic step flags any file older than the freshness threshold.
- 4OpenAI scores flagged files against the current messaging guidelines and writes a short reason per file.
- 5A logic step sorts findings by severity and groups them by owning team.
- 6The ranked cleanup report is posted to the enablement Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 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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