# Answer HR policy and benefits questions with BambooHR: n8n workflow

> Started by someone opening a chat with it, and works across Supabase vectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents...

Source: https://millionrounds.com/workflow/answer-hr-policy-and-benefits-questions-with-bamboohr (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Customer support](https://millionrounds.com/workflows?category=Customer+support#library)

# Answer HR policy and benefits questions with BambooHR

Started by someone opening a chat with it, and works across Supabase vectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 39 steps: large, and worth reading before you trust it with anything live.

Large Calls a model: OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanswer-hr-policy-and-benefits-questions-with-bamboohr)

**39 steps** Large: read it before trusting it with anything live

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 3 Model 21 Logic 10 Service 5

The steps in the order they run, from what starts it.

- 1 **When clicking ‘Test workflow’** Manual trigger *Starts it*
- 2 **Embeddings OpenAI** Embeddings Open Ai *Model*
- 3 **Recursive Character Text Splitter** Text Splitter Recursive Character Text Splitter *Model*
- 4 **Window Buffer Memory** Memory Buffer Window *Model*
- 5 **OpenAI Chat Model** Lm Chat Open Ai *Model*
- 6 **OpenAI Chat Model1** Lm Chat Open Ai *Model*
- 7 **Embeddings OpenAI1** Embeddings Open Ai *Model*
- 8 **Employee Lookup Tool** Tool Workflow *Model*
- 9 **OpenAI Chat Model2** Lm Chat Open Ai *Model*
- 10 **OpenAI Chat Model3** Lm Chat Open Ai *Model*
- 11 **OpenAI Chat Model4** Lm Chat Open Ai *Model*
- 12 **OpenAI Chat Model5** Lm Chat Open Ai *Model*
- 13 **Structured Output Parser** Output Parser Structured *Model*
- 14 **Employee initiates a conversation** Chat trigger *Starts it*
- 15 **AI-Powered HR Benefits and Company Policies Chatbot** Execute Workflow trigger *Starts it*
- 16 **GET all files** Bamboo Hr *Service*
- 17 **Supabase Vector Store** Vector Store Supabase *Model*
- 18 **Default Data Loader** Document Default Data Loader *Model*
- 19 **HR AI Agent** Agent *Model*
- 20 **Vector Store Tool** Tool Vector Store *Model*
- 21 **Supabase Vector Store Retrieval** Vector Store Supabase *Model*
- 22 **Text Classifier** Text Classifier *Model*
- 23 **Extract department** Information Extractor *Model*
- 24 **Identify most senior employee** Chain Llm *Model*
- 25 **Auto-fixing Output Parser** Output Parser Autofixing *Model*
- 26 **Filter out files from undesired categories** Filter *Logic*
- 27 **GET all employees** Bamboo Hr *Service*
- 28 **GET all employees (second path)** Bamboo Hr *Service*
- 29 **Retrieve all employees** Bamboo Hr *Service*
- 30 **Format name for response** Set *Logic*
- 31 **Split out individual files** Split Out *Logic*
- 32 **Filter out other employees** Filter *Logic*
- 33 **Extract departments** Aggregate *Logic*
- 34 **Filter out other departments** Filter *Logic*
- 35 **Filter out non-pdf files** Filter *Logic*
- 36 **Stringify employee record for response** Set *Logic*
- 37 **Ensure uniqueness in department list** Set *Logic*
- 38 **Extract relevant employee fields** Aggregate *Logic*
- 39 **Download file from BambooHR** Bamboo Hr *Service*

## How it's built

- **Starts on:** Someone opening a chat with it
- **Steps:** 39
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Supabase vectors
- **Model:** OpenAI
- **Retrieval:** Answers are drawn from documents you supply, not from the model alone

## Questions

What does it need to run?

An n8n account, plus your own Supabase vectors account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Take your time. At 39 steps it is large: read it before trusting it with anything live.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 39 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanswer-hr-policy-and-benefits-questions-with-bamboohr)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Supabase vectors](https://millionrounds.com/workflows?service=Supabase+vectors#library)

## Workflows like it

Also customer support, with the same services where possible, closest in size first.

- [**Route WhatsApp support requests with Claude and Supabase** 37 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/route-whatsapp-support-requests-with-claude-and-supabase)
- [**Create a multi-modal Telegram support bot with OpenAI** 48 steps · calls a model · Google Drive, Supabase vectors](https://millionrounds.com/workflow/create-a-multi-modal-telegram-support-bot-with-openai)
- [**Auto-assign support tickets with Jira and Supabase** 28 steps · calls a model · Jira, Supabase vectors](https://millionrounds.com/workflow/auto-assign-support-tickets-with-jira-and-supabase)
- [**Create a WhatsApp customer support bot with OpenAI** 23 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/create-a-whatsapp-customer-support-bot-with-openai)
- [**AI WhatsApp support with Gemini and Twilio** 22 steps · calls a model · Airtable, Google Drive](https://millionrounds.com/workflow/ai-whatsapp-support-with-gemini-and-twilio)
- [**Automated Slack IT helpdesk with OpenAI and Supabase** 21 steps · calls a model · Slack, Supabase vectors](https://millionrounds.com/workflow/automated-slack-it-helpdesk-with-openai-and-supabase)
