AI & RAG
Weekly audit of stale battlecards and unanswered rep questions
On a weekly schedule, an agent reviews Dropbox battlecard recency against the Postgres log of unanswered rep questions.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires the audit
- ActionList Dropbox battlecards with last-modified datesDropbox
- ActionQuery Postgres for question volume and unanswered topicsPostgres
- LogicRank by staleness, demand, and answer-failure rate
- ActionWrite prioritized digest via OpenAIOpenAI
- OutputPost freshness-and-gaps digest to FrontFront
What it does
Produces a weekly enablement health report. An agent cross-references how recently each Dropbox battlecard was updated with the topics reps actually asked about (including the ones the RAG couldn't answer), and delivers a ranked digest of which content is stale, which is missing, and which is heavily used and worth keeping current.
When to use it
Use it when you own a sales content library and need a recurring, evidence-based view of what to update or create next, rather than guessing. It turns scattered usage signals into a single Monday-morning action list.
How it works
- 1A weekly schedule triggers the agent run.
- 2The agent lists Dropbox battlecard files with their last-modified dates.
- 3It queries Postgres for question volume per topic and the logged unanswered questions from the past week.
- 4Reasoning logic ranks items by staleness, demand, and answer-failure rate.
- 5OpenAI writes a concise prioritized digest with specific recommendations.
- 6The digest is posted to the enablement team's Front inbox.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect FrontShared inbox, conversations.
- 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 this workflow in your colony.
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