AI & RAG
Build a role-based onboarding playlist from the Loom SOP library
When a new hire is added via webhook, retrieve the Loom walkthroughs relevant to their role from the indexed library, assemble an ordered playlist with timestamped links.
How it runs
The automated pipeline, trigger to output.
- TriggerNew hire webhook receivedHTTP webhook
- ActionRetrieve role-relevant Loom passages from pgvectorPostgres
- ActionOrder playlist and write rationale with OpenAIOpenAI
- ActionSave playlist document to DropboxDropbox
- OutputEmail playlist to hire and managerGmail
What it does
Gives every new hire a curated, role-specific path through your Loom SOP library on day one. From the hire's role and team, it retrieves the walkthroughs that matter, has an LLM order them into a sensible learning sequence with a one-line 'why this matters' for each, and ships the playlist as a welcome email plus a saved copy in Dropbox for the hiring manager.
When to use it
Use it when onboarding means 'go watch some Looms' but nobody curates which ones, in what order. It replaces ad-hoc link dumps with a tailored, ordered curriculum drawn straight from your existing recordings.
How it works
- 1An HR webhook fires with the new hire's name, role, and team.
- 2The role profile is embedded and matched against the Loom transcript vectors in Postgres to find relevant walkthroughs.
- 3OpenAI orders the matches into a learning sequence and writes a short rationale per video.
- 4The flow renders the ordered playlist with titles and timestamped Loom links.
- 5It saves the playlist document to Dropbox and emails it to the hire and manager via Gmail.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect DropboxFiles and folders.
- 5Connect GmailRead, draft, send, label.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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