AI & RAG
Policy Q&A Slack bot grounded in Confluence and Drive
Answers employee policy questions posted in Slack by retrieving the most relevant Confluence and Google Drive passages and generating a cited answer.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee asks a question in SlackSlack
- ActionRetrieve top passages from Supabase vector storeSupabase
- LogicFilter out low-similarity matches
- ActionGenerate grounded answer with citations (OpenAI)OpenAI
- OutputReply in Slack thread with answer + source linksSlack
What it does
Turns a Slack channel (or @mention) into a self-serve policy desk. When someone asks a question, the workflow searches your indexed Confluence pages and Google Drive docs, builds a grounded prompt, and replies in-thread with an answer plus links to the exact source sections.
When to use it
Use it when HR, IT, or Operations field the same questions repeatedly (PTO accrual, expense limits, security policy, travel rules) and you want a fast, sourced answer that never invents policy. Best once your handbook and SOPs live in Confluence/Drive.
How it works
- 1A message in the designated Slack channel (or an @mention of the bot) triggers the run.
- 2The question is embedded and matched against a Supabase vector store of Confluence + Drive chunks.
- 3A relevance filter drops low-similarity hits so the model only sees on-topic passages.
- 4OpenAI generates an answer constrained to the retrieved text, with citations.
- 5The bot posts the answer back in the Slack thread, linking each cited source.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect Google DriveDocs, sheets, slides, files.
- 4Connect SupabaseTables, auth, storage, edge functions.
- 5Connect OpenAIModels, embeddings, files.
- 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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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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