AI & RAG
RAG Helpdesk Answers
Questions are answered from your own docs in Drive + Notion with a grounded, cited agent — and an honest 'I don't know'.
How it runs
The automated pipeline, trigger to output.
- TriggerQuestion
- ActionRetrieve + ground
- OutputCited answer
What it does
Grounds answers in your own knowledge (Google Drive + Notion), cites sources, and refuses to guess when the docs don't cover it.
When to use it
Internal helpdesks and support deflection where wrong answers are worse than none.
How it works
Question in → retrieve over docs → grounded answer.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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 AI & RAG workflows
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Coda-grounded sales answer bot with citations in Slack
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Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
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.