AI & RAG
Answer field-tech email questions from the Dropbox SOP library
When a field technician emails a how-do-I question, this finds the answer in your Dropbox SOP corpus and replies in Outlook with a grounded answer plus links back to the exact…
How it runs
The automated pipeline, trigger to output.
- TriggerNew email arrives in the Outlook support inboxOutlook
- ActionRetrieve relevant SOP passages from the Dropbox corpusDropbox
- ActionGenerate a grounded answer with OpenAIOpenAI
- OutputReply in Outlook with answer plus citation linksOutlook
What it does
Field techs in the truck don't have time to dig through a shared drive. This workflow watches a support inbox, understands the technician's question, searches your Dropbox folder of standard operating procedures, and sends back a concise answer in Outlook. Every reply ends with citation links to the specific SOP files it drew from, so the tech can open the source and trust the answer.
When to use it
Use it when your authoritative procedures live as PDFs and docs in Dropbox and your techs reach you over email. It removes the human bottleneck for routine procedural questions while keeping answers auditable.
How it works
- 1A new email lands in the monitored Outlook inbox and triggers the run.
- 2The question is embedded and matched against the indexed SOP corpus stored in Dropbox.
- 3The top passages are retrieved with their file paths and section anchors.
- 4OpenAI composes an answer grounded strictly in those passages, refusing to guess when coverage is thin.
- 5A reply is sent from Outlook with the answer and a citation block linking each Dropbox source file.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect DropboxFiles and folders.
- 3Connect OpenAIModels, embeddings, files.
- 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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