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.

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerScheduled scan of Airtable review queueAirtableAirtable
  • LogicBranch on confidence and citation freshness
  • ActionRe-check cited Confluence page versionConfluenceConfluence
  • 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

  1. 1A scheduled run scans the Airtable review queue for answers still in "Needs review".
  2. 2A logic step splits rows: high confidence with current citations pass straight through; low confidence or stale-citation rows escalate.
  3. 3The cited Confluence page version is re-checked to detect whether the source changed since drafting.
  4. 4For escalations, OpenAI summarizes what is uncertain and which policy is implicated.
  5. 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.

  1. 1
    Connect AirtableBases, tables, views, automations.
  2. 2
    Connect ConfluenceSpaces, pages, blueprints.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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