AI & RAG
Slack helpdesk that answers from your Loom SOP library
Employees ask a question by mentioning a Slack bot, and it answers from your indexed Loom walkthroughs with a grounded summary and a timestamped video link.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack mention in helpdesk channelSlack
- ActionRetrieve matching Loom passages from pgvectorPostgres
- LogicBranch on relevance threshold
- ActionSummarize matched steps with OpenAIOpenAI
- OutputReply in Slack thread with timestamped Loom linkSlack
What it does
Gives your team an internal helpdesk in Slack backed by your Loom walkthrough library. When someone mentions the bot or posts in a designated channel, it retrieves the most relevant SOP passages, summarizes the steps, and links to the exact spot in the Loom recording. If nothing in the library answers the question, it flags the gap so an SME can record a new walkthrough.
When to use it
Use it for internal ops, IT, or onboarding questions that are already documented in Loom but get re-asked constantly in chat. It keeps tribal knowledge searchable without anyone leaving Slack.
How it works
- 1A Slack app-mention or message in the helpdesk channel triggers the flow.
- 2The question is embedded and matched against the Loom transcript vectors in Postgres.
- 3A branch checks whether any passage clears the relevance threshold.
- 4If yes, OpenAI summarizes the matched steps into a short answer.
- 5The bot replies in-thread with the summary and a timestamped Loom link.
- 6If no passage qualifies, it posts a 'gap detected' note tagging the SOP owners.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 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.
More AI & RAG workflows
Publish a Grounded API FAQ Page to Confluence Weekly
Each week, clusters the top unanswered or repeated API questions, generates spec-grounded answers with citations.
Detect Breaking API Changes from Spec Diffs and Alert Owners
Compares the new OpenAPI spec against the previous version on each GitLab merge, uses retrieval over the changelog to classify whether changes are breaking.
Pre-meeting prep brief grounded in Coda and CRM
Before each booked sales meeting, builds a one-page prep brief by combining the account's HubSpot context with grounded talking points and objection responses pulled from your…
Coda-grounded sales answer bot with citations in Slack
Reps ask product, pricing, or competitive questions in Slack and get an answer drawn only from your Coda knowledge hub, with links to the exact docs and rows it pulled from.
Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.