AI & RAG
Escalate field-tech questions the SOP corpus can't confidently answer
Answers technician emails from the Dropbox SOP library when grounding is strong, and when retrieval confidence is low it escalates the question to the on-call subject-matter…
How it runs
The automated pipeline, trigger to output.
- TriggerNew technician email arrives in OutlookOutlook
- ActionRetrieve SOP passages and confidence scores from DropboxDropbox
- LogicBranch on retrieval confidence threshold
- ActionGenerate cited answer with OpenAI (high-confidence path)OpenAI
- OutputReply in Outlook, or escalate to the expert in TeamsMicrosoft Teams
What it does
Not every question has a documented answer. This workflow scores how well the Dropbox SOP corpus actually covers each incoming technician question. High-confidence questions get an immediate cited reply in Outlook. Low-confidence ones are routed to a human expert in Microsoft Teams with the original question and the closest partial matches attached, so nobody gets a confidently wrong answer.
When to use it
Use it for safety-sensitive or compliance-heavy field work where a hallucinated procedure is worse than a slower human answer. It keeps automation fast on the common path and humans in the loop on the gaps.
How it works
- 1A technician email arrives in Outlook and starts the run.
- 2The question is retrieved against the Dropbox SOP index, returning passages and similarity scores.
- 3A confidence check decides the path: strong coverage answers automatically, weak coverage escalates.
- 4On the strong path, OpenAI writes a cited answer and Outlook replies with source links.
- 5On the weak path, the question and nearest passages are posted to the on-call expert channel in Teams.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect DropboxFiles and folders.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Microsoft TeamsChannels, chats, files.
- 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.
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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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