Triage Gmail, RAG over PDFs, and book calendar slots in one AI workflow
One AI workflow that triages your inbox, answers questions from your document library, and books meetings on your calendar. Less admin, faster responses, and knowledge that surfaces itself.
The flow
How the integrations connect.
HTTP RequestSlackGmailAI AgentRetrieval QAOpenAI EmbeddingsAnthropic ChatOpenAI ChatMemory BufferVector RetrieverText SplitterPineconeDocument LoaderText Classifier
Tools used
14 integrations
Built on n8n. Same pattern works on Make or Zapier for simpler runs, or on a custom Node or Python service when reliability and volume justify the build.
- HTTP Request
- Slack
- Gmail
- AI Agent
- Retrieval QA
- OpenAI Embeddings
- Anthropic Chat
- OpenAI Chat
- Memory Buffer
- Vector Retriever
- Text Splitter
- Pinecone
- Document Loader
- Text Classifier
Detail
What it actually does.
- Classifies incoming Gmail messages by intent and applies the right label automatically
- Routes priority enquiries into Slack so the team responds before SLAs slip
- Ingests PDFs into a Pinecone vector store with chunking and OpenAI embeddings
- Answers questions over your document library using retrieval augmented generation
- Checks live calendar availability and books appointments through an AI agent
- Holds conversation context across turns so follow up questions stay coherent
- Swaps between Anthropic and OpenAI models depending on the task at hand
Common questions
Before you book a call.
Answers to what most teams ask when they look at a workflow like this. If yours is not here, ask us on the call.
Can you build this document ops workflow for our team?
Yes. We design and ship workflows like this as part of our AI Chatbots practice. The fastest way to scope it is a 30-minute call — we share what we would build, what it would cost, and how fast it would ship.
What tools does this workflow use?
The default build connects HTTP Request, Slack, and Gmail, plus 11 other integrations. The same pattern works on n8n, Make, or Zapier for simpler runs, or as a custom Node or Python service when reliability and volume justify the build. See Workflow Automation for how we choose the right platform per use case.
What does a build like this typically cost?
Most workflows of this complexity sit inside a Discovery sprint or a small Build engagement rather than a fixed-price product. See our pricing model for how engagements are structured, or book a call and we will scope this specific workflow against your stack.
Have you shipped something like this for clients?
Yes. See our case studies for examples of automation and AI builds we have delivered, including a podcast platform we took from zero to 261K monthly Google impressions in six months on a content + automation engine.
What other Document Ops workflows can you build?
Plenty. Browse our other Document Ops workflow ideas for documented patterns, or tell us what you would like to automate — most clients arrive with a problem rather than a specific workflow in mind.
Want a workflow like this in your stack?
30-minute call. We share what we would build, what it would cost, and how fast it would ship.
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