AI & RAG
Slack bot that answers security questionnaire items from Confluence
Lets reps ask a security or vendor-assessment question in Slack and replies in-thread with a grounded answer pulled from your Confluence security policy space.
How it runs
The automated pipeline, trigger to output.
- TriggerQuestion posted to Slack channelSlack
- ActionRetrieve matching Confluence security pagesConfluence
- LogicGate on retrieval confidence, else escalate
- ActionCompose grounded answer from sourcesOpenAI
- OutputReply in Slack thread with citationsSlack
What it does
Gives every rep a self-serve way to answer security and compliance questions without pinging the security team. Ask a question in a Slack channel and the bot retrieves the relevant sections from your Confluence security space, composes a concise answer, and posts it back in-thread with links to the exact pages it used.
When to use it
Use this for ad-hoc, one-off questions during deals — 'Do we encrypt data at rest?', 'What is our RTO?' — where opening a full questionnaire workflow is overkill. Ideal when your authoritative answers already live in Confluence.
How it works
- 1A rep mentions the bot or posts in a designated Slack channel, triggering the run.
- 2The question text is extracted and embedded.
- 3The relevant Confluence security/compliance pages are retrieved by semantic match.
- 4A guardrail check decides whether retrieved context is strong enough; weak matches return 'I don't have a sourced answer — routing to security'.
- 5An LLM writes a tight, sourced answer from the retrieved context only.
- 6The answer posts back in the Slack thread with citation links to each Confluence page.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, 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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