AI & RAG
Escalate low-confidence questionnaire answers to the right SME in Slack
Reviews drafted RFP answers in Airtable, and for any answer below a confidence threshold or with stale citations.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled scan of Airtable review queueAirtable
- LogicBranch on confidence and citation freshness
- ActionRe-check cited Confluence page versionConfluence
- ActionSummarize the uncertainty for the SMEOpenAI
- OutputPost escalation thread to owning SMESlack
What it does
Adds a human-in-the-loop gate on top of auto-drafted security answers. It flags answers the model was unsure about, or that cite a policy page that has since changed, and pulls the correct expert into a Slack thread to confirm or correct before the response ships.
When to use it
Use it once you are auto-drafting questionnaire answers and need accountability on the risky ones. Ideal for teams where encryption, data-residency, or compliance questions must be owned by a named person rather than trusted to a model.
How it works
- 1A scheduled run scans the Airtable review queue for answers still in "Needs review".
- 2A logic step splits rows: high confidence with current citations pass straight through; low confidence or stale-citation rows escalate.
- 3The cited Confluence page version is re-checked to detect whether the source changed since drafting.
- 4For escalations, OpenAI summarizes what is uncertain and which policy is implicated.
- 5A Slack message is posted to the SME for that policy domain, linking the question and source, requesting approval.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More AI & RAG workflows
Publish a Grounded API FAQ Page to Confluence Weekly
Each week, clusters the top unanswered or repeated API questions, generates spec-grounded answers with citations.
Detect Breaking API Changes from Spec Diffs and Alert Owners
Compares the new OpenAPI spec against the previous version on each GitLab merge, uses retrieval over the changelog to classify whether changes are breaking.
Pre-meeting prep brief grounded in Coda and CRM
Before each booked sales meeting, builds a one-page prep brief by combining the account's HubSpot context with grounded talking points and objection responses pulled from your…
Coda-grounded sales answer bot with citations in Slack
Reps ask product, pricing, or competitive questions in Slack and get an answer drawn only from your Coda knowledge hub, with links to the exact docs and rows it pulled from.
Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
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.

Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.
