CHATBOTS
Outlook HR Helpdesk: Answer Benefits Questions from Confluence
Watches a shared HR inbox in Outlook, drafts a grounded answer to each benefits or policy question using your Confluence HR space.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in HR shared mailboxOutlook
- LogicClassify: benefits/policy vs. route to human
- ActionSearch Confluence HR space for matching pagesConfluence
- ActionDraft cited answer with confidence score
- LogicConfidence gate: auto-send vs. hold for review
- OutputSend reply from HR mailboxOutlook
What it does
This bot turns your HR shared mailbox into a self-serve helpdesk. When an employee emails a benefits or policy question, it retrieves the relevant HR pages from Confluence, writes a cited answer, and sends the reply from the same mailbox — without an HR coordinator touching it.
When to use it
Run this when your HR team is buried in repetitive questions like "how many PTO days carry over?" or "what's the dental copay?" and the answers already live in your Confluence HR space. It clears the easy 70% so staff focus on real cases.
How it works
- 1A new message lands in the monitored Outlook HR mailbox and fires the trigger.
- 2A classifier confirms it is a benefits/policy question (not payroll dispute, legal, or personal HR matter) and routes others to a human.
- 3The agent searches the Confluence HR space for matching pages and pulls the source text.
- 4It composes a grounded answer with page citations and a self-rated confidence score.
- 5A confidence gate sends high-confidence replies automatically; low-confidence drafts are flagged for HR review.
- 6The reply is sent from the HR mailbox via Outlook, threaded to the original message.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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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