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.

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerevent
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerNew email arrives in policy inboxGmailGmail
  • ActionRetrieve relevant passages from SupabaseSupabaseSupabase
  • ActionDraft cited answer + confidence score (OpenAI)OpenAI
  • LogicBranch on confidence threshold
  • OutputAuto-send reply or escalate draft to Slack reviewGmailGmail

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

  1. 1A new message in the monitored Gmail inbox triggers the run.
  2. 2The question is matched against the Supabase vector store of Confluence + Drive content.
  3. 3OpenAI drafts a grounded answer and emits a confidence score.
  4. 4A logic gate compares confidence to a threshold.
  5. 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.

  1. 1
    Connect GmailRead, draft, send, label.
  2. 2
    Connect ConfluenceSpaces, pages, blueprints.
  3. 3
    Connect Google DriveDocs, sheets, slides, files.
  4. 4
    Connect SupabaseTables, auth, storage, edge functions.
  5. 5
    Connect OpenAIModels, embeddings, files.
  6. 6
    Connect SlackChannels, DMs, threads, mentions.
  7. 7
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  8. 8
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  9. 9
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

Run this workflow in your colony.

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