AI & RAG
Policy helpdesk auto-reply over email
Watches a policy@ inbox, drafts a cited answer from your Confluence and Drive knowledge base, and either auto-sends it or routes low-confidence questions to a human for review.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email arrives in policy inboxGmail
- ActionRetrieve relevant passages from SupabaseSupabase
- ActionDraft cited answer + confidence score (OpenAI)OpenAI
- LogicBranch on confidence threshold
- OutputAuto-send reply or escalate draft to Slack reviewGmail
What it does
Turns a shared policy mailbox into an AI-first helpdesk. Each inbound email is answered from your indexed documents with sources attached. High-confidence answers send automatically; anything uncertain or sensitive is flagged for a person instead of guessing.
When to use it
Use it when employees or contractors email questions to a central address (benefits, compliance, onboarding) and your team wants to clear the easy 70% automatically while never auto-replying with a shaky answer.
How it works
- 1A new message in the monitored Gmail inbox triggers the run.
- 2The question is matched against the Supabase vector store of Confluence + Drive content.
- 3OpenAI drafts a grounded answer and emits a confidence score.
- 4A logic gate compares confidence to a threshold.
- 5Above threshold, the reply is sent via Gmail with citations; below it, the draft is routed to a Slack review channel for a human to approve or rewrite.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SupabaseTables, auth, storage, edge functions.
- 5Connect OpenAIModels, embeddings, files.
- 6Connect SlackChannels, DMs, threads, mentions.
- 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 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.

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