AI & RAG
Onboarding Research Agent for New Engineers
An agent that takes a new hire's onboarding question, autonomously searches Confluence RFCs and GitHub code, follows citation trails across linked sources.
How it runs
The automated pipeline, trigger to output.
- TriggerNew hire submits onboarding question
- ActionQuery Confluence RFC spaceConfluence
- ActionPull referenced GitHub source, follow citationsGitHub
- LogicLoop: coverage sufficient or retrieve again?
- OutputWrite traceable Notion onboarding noteNotion
What it does
Gives new engineers a research agent instead of a single-shot bot. Given a broad onboarding prompt like "explain how billing credits flow end to end," the agent plans a search, queries Confluence and GitHub, follows references between RFCs and the code they cite, and assembles a structured Notion note with every claim traced to its source.
When to use it
When onboarding requires synthesizing across many documents and repos rather than answering one narrow question, and you want the result saved as durable, citable onboarding material.
How it works
- 1A new hire submits an onboarding question (chat trigger).
- 2The agent plans which areas to investigate and queries the Confluence RFC space.
- 3It pulls referenced GitHub source files and follows citation links between sources to fill gaps.
- 4The agent decides whether coverage is sufficient or another retrieval pass is needed, looping until grounded.
- 5It writes a structured Notion onboarding note with sectioned findings and per-claim source links.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect GitHubRepos, issues, pull requests, actions.
- 3Connect NotionPages, databases, comments.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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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