CHATBOTS
Answer PTO and benefits questions in Slack from your HR docs
A Slack bot that answers employee questions about PTO, leave, and benefits by grounding its replies in your actual HR policy documents.
How it runs
The automated pipeline, trigger to output.
- TriggerEmployee asks a question in SlackSlack
- ActionFetch current HR policy pages from CodaCoda
- ActionRetrieve passages relevant to the question
- LogicBranch on whether docs confidently answer
- OutputPost cited answer or escalate to People channelSlack
What it does
Employees ask plain-English questions like "How many sick days do I have left?" or "Does our dental plan cover orthodontics?" in Slack. The assistant retrieves the relevant passages from your HR handbook and benefits files, drafts a grounded answer, and posts it back in-thread with a citation to the source doc. When the documents don't clearly contain an answer, it hands the question off to your People team instead of guessing.
When to use it
Use this when your People team is drowning in repetitive policy DMs and you want a single, always-on first responder that only speaks from approved sources. Best for companies whose benefits and leave policies already live in Coda or Drive docs.
How it works
- 1An employee mentions the bot or posts in a designated Slack channel.
- 2The assistant pulls the latest HR policy pages from Coda.
- 3It searches those pages for passages relevant to the question.
- 4A logic step checks whether the retrieved context actually answers the question with enough confidence.
- 5If confident, it posts a cited answer in the Slack thread; if not, it routes the question to the People-team channel for a human.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect CodaDocs, packs, automations.
- 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.
More Chatbots workflows
Discord FAQ Free-Text Answer Grader
When a member submits a free-text answer in their onboarding thread, an agent grades it against the canonical FAQ knowledge base, replies with targeted feedback.
Discord intro-gated role granting concierge
Watches your #introductions channel, uses AI to confirm a new member's intro is genuine and complete, then auto-assigns the verified Member role and welcomes them.
Intercom-to-HubSpot Sync When an Activation Call Is Booked
When a Zoom activation call gets booked from an Intercom chat, enriches the lead in HubSpot, logs the meeting, and posts an AI-written prep brief to the assigned rep in Slack.
Discord FAQ-Gated Role Concierge
Greets each new Discord member in a private onboarding thread, walks them through required FAQ steps one at a time.
Discord verify-button onboarding via web form webhook
Receives a completed external verification form by webhook, matches it to the Discord account, grants the verified role, and confirms back to the member in Discord.
Discord Onboarding Completion to CRM Sync
The moment a member finishes Discord onboarding, captures their submitted profile answers, creates or updates a contact in HubSpot.
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.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.