Wrkflow for AI agent to take messages and direct them via Slack

david

There is a Wrkflow in Wrk Production that handles Wrk's incoming emails from info@wrk.com.

Sometimes people can request to connect with someone in the company. We do not want the AI to share contact information but we would like the AI to take the message and pass the message via Slack.

The AI agent Wrkflow already exists:
https://account.wrk.com/designer/?wrkflow_id=49783&client_id=621

We would need 2 additional Wrkflows to improve the capabilities of the AI Agent and allow it to pass messages via Slack.

Wrkflow 1:
Given the name of a person or department - Allow to search a list to figure out whether there is a contact information or not. I've put together a small list here to test, it is in the table "Employee Directory" in the Wrk Production account. The Wrkflow should accept a name, and do a search on that table to find a matching record.

Wrkflow 2:
Given the Slack ID and a message - send the message to Slack.

Once we have these 2 Wrkflows - I will show you how to add those capabilities to the AI agent.

Dean

@Ashutosh @Nitish please on this wrkflow today. We will post new ones tomorrow. Thanks

Nitish

Hi @david , @Dean

We have created 2 wrkflows in Fullestop , which are now deployed in the production environment too.

david

Few recommendations:

If you mark the inputs as required like this:

Then you don't need to verify whether it is empty or not in the wrkflow.

For a search field like this, a short text would be better suited than a long text

david

@Nitish

Can you update the contact search wrkflow to handle some more complex situations
https://account.wrk.com/designer/?wrkflow_id=50950&client_id=621

I would like the wrkflow to handle search criterias such as the following:

John Doe (easy)
John (also easy)
Mr. John Doe
Mr Doe
J Doe
Doe John

It is ok to return multiple results, we don't need to get only one.

Some suggested approach:

Search each word in the search criteria, then combine the results together
Get all of the contacts and use AI to choose the closest contacts

Feel free to use other methods

Nitish

Hi @david

We have worked on the changes in wrkflow

Used 'Generate a response with ChatGPT 5' to extract the clean name and produce an SQL search string that covers all possible search variations.
Used 'Query table in Datastore' to retrieve Name and Title from the datastore based on this search criteria (provided as output in Step 1) (sensitive data has been omitted for security as it cannot be shared with ChatGPT)
Used 'Generate a response with ChatGPT 5' again to refine and prioritize the results according to the input criteria

Please have a look and suggest : https://account.wrk.com/designer/?wrkflow_id=51004

david

Hi. Looking at the wrkflow, there seems to be a mistake that prevent this from working well.

You generated a partial SQL query in WA-7 but did not use it in WA-1, which still uses the search criteria:

I do get the logic overall and it makes sense. The first AI call is to limit the number of records that is returned, and the second one sorts the answers properly.

Something which will not affect the outcome of the Wrkflow but will improve cost - for simple query such as form a SQL query - it's better to use a smaller (and cheaper AI model) like ChatGPT Mini.

Nitish

Hi @david

We built and tested this wrkflow on the development server and then copied it step-by-step to production. However, during an update, we accidentally missed updating a condition on the live production server, We missed the “Confirm” button and hit “Save” first by mistake. even though it was correctly updated on the development side.

david

Nitish Hey I figured it was a simple mistake. No worries. We are good on these Wrkflows.

Ashutosh

Hi @david Noted your point regarding ChatGPT Mini. Thanks!