CHATBOTS
Slack Onboarding Buddy: Conversational FAQ Agent with Live Checklist
A Slack agent answers new hires' free-text onboarding questions using your Notion knowledge base and infers which checklist tasks they've completed from the conversation.
How it runs
The automated pipeline, trigger to output.
- TriggerHire messages the bot in SlackSlack
- ActionRetrieve answer from Notion knowledge baseNotion
- ActionDraft conversational reply with OpenAIOpenAI
- LogicInfer which checklist items are now done
- OutputPost reply and update progress in SlackSlack
What it does
Lets new hires just talk to their onboarding buddy instead of clicking buttons. When a hire DMs the bot a question like how do I get VPN access, the agent retrieves the answer from your Notion knowledge base and replies conversationally. As the conversation unfolds, the agent infers which onboarding tasks the hire has actually completed (for example, once they confirm VPN works) and quietly checks those items off, keeping the progress tracker current without ever interrupting the chat.
When to use it
Use this when a rigid checklist feels robotic and your onboarding questions are too varied to script. Best for teams with a rich Notion knowledge base who want a natural, chat-first onboarding assistant that still tracks completion.
How it works
- 1A new hire sends any message to the bot, firing the chat trigger.
- 2The agent retrieves relevant answers from the Notion knowledge base.
- 3An OpenAI reasoning step drafts a helpful, on-brand reply.
- 4A logic step infers from the exchange which checklist items are now satisfied.
- 5The agent updates the hire's progress and posts the answer back in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect NotionPages, databases, comments.
- 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.
More Chatbots workflows
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.
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 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 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 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.
Daily Discord Digest of Repeated WAF False-Positive Reports
Each morning, scans logged Discord WAF reports in Postgres, groups them by the Cloudflare rule that keeps firing.
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.
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