# Answer onboarding questions in Slack with Anthropic: n8n workflow

> Started by an event in a connected app, and works across Google Sheets, Pinecone and Slack.

Source: https://millionrounds.com/workflow/answer-onboarding-questions-in-slack-with-anthropic (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 onboarding questions in Slack with Anthropic

Started by an event in a connected app, and works across Google Sheets, Pinecone and Slack. It puts Claude and OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 33 steps, 4 branches: large, and worth reading before you trust it with anything live.

Large Calls a model: Claude, OpenAI Retrieval

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanswer-onboarding-questions-in-slack-with-anthropic)

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

**4** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 2 Model 8 Logic 14 Service 9

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

- 1 **When Slack Mention Received** Slack trigger *Starts it*
- 2 **OpenAI Embeddings for Query** Embeddings Open Ai *Model*
- 3 **Claude Chat Model** Lm Chat Anthropic *Model*
- 4 **Trigger Manually** Manual trigger *Starts it*
- 5 **OpenAI Embeddings** Embeddings Open Ai *Model*
- 6 **Split Text Recursively by Char** Text Splitter Recursive Character Text Splitter *Model*
- 7 **Parse Slack Message Fields** Code *Logic*
- 8 **Pinecone Knowledge Base** Vector Store Pinecone *Model*
- 9 **AI Response Agent** Agent *Model*
- 10 **Fetch Pinecone Index Host** Http Request *Service*
- 11 **Pinecone Vector Storage** Vector Store Pinecone *Model*
- 12 **Load Default Document Data** Document Default Data Loader *Model*
- 13 **If Message Not Empty** If *Logic*
- 14 **Check If Escalation Needed** If *Logic*
- 15 **Clear Pinecone Namespace** Http Request *Service*
- 16 **Read Sender from Roster Sheets** Google Sheets *Service*
- 17 **Read Escalation Manager Sheets** Google Sheets *Service*
- 18 **Check If No Match Found** If *Logic*
- 19 **Download Policy Document** Http Request *Service*
- 20 **Prepare Company & CEO Info** Code *Logic*
- 21 **Prepare Team Roster Info** Code *Logic*
- 22 **If Sender Found in Roster** If *Logic*
- 23 **Construct Escalation Message** Code *Logic*
- 24 **Read Fallback Manager from Sheets** Google Sheets *Service*
- 25 **Construct Answer Message** Code *Logic*
- 26 **Extract Policy Document Sections** Code *Logic*
- 27 **Merge Source Data** Merge *Logic*
- 28 **Set Identified Sender Details** Set *Logic*
- 29 **Notify Sender Not in Roster** Slack *Service*
- 30 **Post Reply to Slack** Slack *Service*
- 31 **Construct Fallback Message** Code *Logic*
- 32 **Fetch Thread Replies from Slack** Http Request *Service*
- 33 **Prepare Thread Context Data** Code *Logic*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 33, with 4 branches
- **Size:** Large: read it before trusting it with anything live
- **Connects to:** Google Sheets, Pinecone, Slack
- **Model:** Claude, 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 Google Sheets, Pinecone and Slack accounts, and a key for Claude and OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls Claude and 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 33 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 33 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-onboarding-questions-in-slack-with-anthropic)
- **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.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Pinecone](https://millionrounds.com/workflows?service=Pinecone#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

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

- [**Crawl websites & answer questions with OpenAI** 33 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/crawl-websites-and-answer-questions-with-openai)
- [**AI-powered WhatsApp support bot with OpenAI and Gmail** 32 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-powered-whatsapp-support-bot-with-openai-and-gmail)
- [**Answer internal policy questions from Google Drive with OpenAI** 31 steps · calls a model · Google Drive, Qdrant](https://millionrounds.com/workflow/answer-internal-policy-questions-from-google-drive-with-open)
- [**Automated customer support system with Gmail** 31 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automated-customer-support-system-with-gmail)
- [**Triage and draft support replies with Anthropic** 31 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/triage-and-draft-support-replies-with-anthropic)
- [**Use OCR and vector search to answer questions with WhatsApp** 35 steps · calls a model · Google Drive, Pinecone](https://millionrounds.com/workflow/use-ocr-and-vector-search-to-answer-questions-with-whatsapp)
