AI & RAG
Role-based onboarding policy brief generator
On request, an agent assembles a personalized onboarding brief for a new hire's role by retrieving the relevant Confluence and Drive policies and writing a Notion page they can…
How it runs
The automated pipeline, trigger to output.
- TriggerOnboarding webhook with role + departmentHTTP webhook
- LogicAgent selects relevant policy categories
- ActionRetrieve role-specific passages from SupabaseSupabase
- ActionCompose tailored, cited brief (OpenAI)OpenAI
- OutputPublish brief as a Notion pageNotion
What it does
Generates a tailored "policies you need to know" brief per role. Given a job title and department, an agent decides which policy areas matter (security, expense, leave, code of conduct), retrieves the governing documents, and composes a clear, cited Notion page for the new hire.
When to use it
Use it whenever someone joins or changes roles and you want them grounded in the right subset of policy without dumping the entire handbook on them. Great for HR and people-ops teams scaling onboarding.
How it works
- 1A webhook (fired from your HRIS or an onboarding form) triggers the run with role and department.
- 2The agent reasons about which policy categories apply to that role.
- 3It retrieves the matching passages from Confluence and Drive via the Supabase index.
- 4OpenAI drafts a structured, cited brief tailored to the role.
- 5The brief is published as a Notion page and the link is returned to the requester.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SupabaseTables, auth, storage, edge functions.
- 5Connect OpenAIModels, embeddings, files.
- 6Connect NotionPages, databases, comments.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, 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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