CHATBOTS
PII Lookup Bot for Postgres Columns
Lets staff ask in Slack whether a Postgres column holds sensitive data; classifies it against the governance registry and replies with the PII tier, masking policy, and approval…
How it runs
The automated pipeline, trigger to output.
- TriggerSlack question about a columnSlack
- ActionInspect live column type + comments in PostgresPostgres
- ActionLook up PII classification in Coda registryCoda
- LogicBranch: classified vs unclassified column
- OutputReply with PII tier, masking policy, approval pathSlack
What it does
Gives engineers and support agents a fast way to check whether a database column contains regulated data before they query, export, or log it. Ask about `users.ssn_last4` and the bot returns its PII tier, retention rule, and whether it must be masked.
When to use it
When teams are unsure which columns are safe to expose in dashboards, support tools, or third-party exports, and you need a consistent, auditable answer instead of guesswork.
How it works
- 1A Slack message triggers the bot with a table.column reference.
- 2The flow inspects the live column type and comments from the Postgres operational database.
- 3It looks up the governance classification (PII tier, masking policy, lawful basis) stored in Coda.
- 4A decision step branches: if the column is unclassified, it routes the question to the data-governance channel for triage; if classified, it formats the policy answer.
- 5The bot replies with the tier, required masking, and who to ask for export approval.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect CodaDocs, packs, automations.
- 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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