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Business Process Automation Triggered

Splitout Filter Automate Triggered

2
14 downloads
15-45 minutes
🔌
4
Integrations
Intermediate
Complexity
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Ready
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What's Included

📁 Files & Resources

  • Complete N8N workflow file
  • Setup & configuration guide
  • API credentials template
  • Troubleshooting guide

🎯 Support & Updates

  • 30-day email support
  • Free updates for 1 year
  • Community Discord access
  • Commercial license included

Agent Documentation

Standard

Splitout Filter Automate Triggered – Business Process Automation | Complete n8n Triggered Guide (Intermediate)

This article provides a complete, practical walkthrough of the Splitout Filter Automate Triggered n8n agent. It connects HTTP Request, Webhook across approximately 1 node(s). Expect a Intermediate setup in 15-45 minutes. One‑time purchase: €29.

What This Agent Does

This agent orchestrates a reliable automation between HTTP Request, Webhook, handling triggers, data enrichment, and delivery with guardrails for errors and rate limits.

It streamlines multi‑step processes that would otherwise require manual exports, spreadsheet cleanup, and repeated API requests. By centralizing logic in n8n, it reduces context switching, lowers error rates, and ensures consistent results across teams.

Typical outcomes include faster lead handoffs, automated notifications, accurate data synchronization, and better visibility via execution logs and optional Slack/Email alerts.

How It Works

The workflow uses standard n8n building blocks like Webhook or Schedule triggers, HTTP Request for API calls, and control nodes (IF, Merge, Set) to validate inputs, branch on conditions, and format outputs. Retries and timeouts improve resilience, while credentials keep secrets safe.

Third‑Party Integrations

  • HTTP Request
  • Webhook

Import and Use in n8n

  1. Open n8n and create a new workflow or collection.
  2. Choose Import from File or Paste JSON.
  3. Paste the JSON below, then click Import.
  4. Show n8n JSON
    **Title:**
    How to Build an AI-Powered Company Policies and Benefits Chatbot with n8n, OpenAI, and BambooHR
    
    **Meta Description:**
    Discover how to create an intelligent HR assistant using n8n, OpenAI, BambooHR, and Supabase. This AI chatbot helps employees find company policies and HR contacts seamlessly.
    
    **Keywords:**
    n8n automation, AI HR chatbot, OpenAI, BambooHR integration, Supabase, HR automation, employee self-service, company policy chatbot, AI-powered assistant, LangChain, company benefits workflow
    
    ---
    
    # How to Build an AI-Powered Company Policies and Benefits Chatbot with n8n, OpenAI, and BambooHR
    
    In today’s fast-paced workplace, employees expect instant access to HR resources like policies, benefits, and key contacts. Manual processes or siloed files often slow down their ability to get answers. That’s exactly why this innovative workflow – the “BambooHR AI-Powered Company Policies and Benefits Chatbot” – leverages n8n, OpenAI, BambooHR, and Supabase to create a seamless, accessible employee HR helpdesk that's available 24/7.
    
    Built using a no-code/low-code environment, the system empowers HR teams to reduce workload while increasing transparency and support for employees. Here's how it works.
    
    ---
    
    ## Overview of the Chatbot Architecture
    
    At its core, the chatbot acts as a smart virtual HR assistant capable of:
    
    - Retrieving and summarizing company policy documents
    - Searching an employee directory for contact details
    - Guiding employees on escalation procedures
    
    To achieve this, the workflow taps into a combination of data retrieval, vector search, and conversational AI – all orchestrated by n8n.
    
    ---
    
    ## Step 1: Load and Process Company Policy Documents
    
    The first part of the workflow is centered around sourcing and embedding company documents:
    
    1. **Fetch Files from BambooHR**:
       Using BambooHR’s API, the workflow retrieves all uploaded files from the HR system. It filters for documents categorized under “Company Files” and selects only PDFs - such as employee handbooks, 401(k) plans, and benefits summaries.
    
    2. **Download and Process Documents**:
       Once filtered, the PDFs are downloaded and processed using LangChain’s recursive character text splitter – breaking the content into manageable chunks.
    
    3. **Generate Embeddings with OpenAI**:
       OpenAI’s Embeddings API converts the document text into vector embeddings, enabling semantic search.
    
    4. **Store Embeddings in Supabase**:
       These vectors are inserted into a Supabase-powered vector store labeled “company_files”, making them easily searchable.
    
    Collectively, this setup transforms static files into searchable knowledge that the AI assistant can draw upon to answer employee questions.
    
    ---
    
    ## Step 2: Setup the Chat-Based AI Agent
    
    Once your knowledge base is loaded, the next goal is to allow employees to query it naturally via chat. Here's how the chatbot comes alive:
    
    1. **Conversation Trigger**:
       The workflow listens for incoming chat queries via a LangChain chat trigger, typically linked to an endpoint in a company Slack, web portal, or intranet.
    
    2. **Language Model Activation**:
       An OpenAI chat model parses the employee’s input. It uses memory buffer tools to maintain context throughout the conversation.
    
    3. **AI Agent with System Directives**:
       The chatbot is instructed via a system message to function as a helpful HR assistant. It can answer policy questions or escalate to human contact when necessary.
    
       The chatbot’s logic is designed to:
       - Query the vector store for relevant policy information
       - Suggest a point of contact, if referenced in the documents
       - Retrieve contact details from BambooHR if needed
    
    ---
    
    ## Step 3: Optional – Enable Employee Lookup Tool
    
    What happens when the chatbot needs to find a person's email or title? That’s where the “Employee Lookup Tool” comes in.
    
    1. **Name or Department Detection**:
       LangChain’s text classifier determines whether the input refers to a person or department.
    
    2. **Querying BambooHR**:
       - If a person is named, the workflow retrieves their full HRIS profile from BambooHR.
       - If a department is referenced (e.g., “IT”), it pulls the full list of employees in that department and passes the data through an LLM to identify the most senior employee.
    
    3. **Output Formatting**:
       The results are processed, parsed, and sent back to the chatbot, allowing it to provide a full response that includes the right contact with relevant details (job title, email, etc.).
    
    ---
    
    ## Error Handling and Escalation
    
    In cases where no contact is found:
    - The chatbot will ask for the employee’s name
    - Retrieve their supervisor’s name from BambooHR
    - Use that as the fallback contact point
    
    This ensures employees are never left without a recommended path forward.
    
    ---
    
    ## Benefits of This Workflow
    
    - ✅ Always-on HR assistant
    - ✅ Zero-code interaction for employees
    - ✅ Fully integrated with BambooHR
    - ✅ AI-enhanced searches based on company documents
    - ✅ Intelligent escalation using structured logic
    
    Whether it’s helping a new hire understand their benefits or directing someone to their department lead, this assistant redefines digital HR service delivery.
    
    ---
    
    ## Third-Party APIs Used
    
    This powerful chatbot runs thanks to the integration of several best-in-class APIs:
    
    1. **BambooHR API**  
       - Used to fetch employee files and directory information.  
       - Provides employee detail endpoints for lookup.
    
    2. **OpenAI API**  
       - Powers the GPT-based chat interface and generates embeddings for semantic search.  
       - Also used to identify key terms and identify senior roles within org charts.
    
    3. **Supabase API**  
       - Acts as a vector store backend for fast, efficient semantic search over company files.
    
    4. **LangChain (via n8n-nodes-langchain)**  
       - Powers memory management, tool invocation, embeddings, structured output parsing, and more.
    
    ---
    
    ## Final Thoughts
    
    By combining state-of-the-art AI tools and no-code workflow automation, this BambooHR chatbot is more than a digital directory – it’s a true intelligent agent. Employees get faster answers, fewer support tickets clog the HR inbox, and compliance is bolstered by consistent messaging.
    
    It’s a compelling model for any modern organization looking to streamline internal processes using AI-driven automation.
    
    ---
    
    Want to find the creator behind this?  
    👤 [Find Ludwig Gerdes on LinkedIn](https://www.linkedin.com/in/ludwiggerdes)
  5. Set credentials for each API node (keys, OAuth) in Credentials.
  6. Run a test via Execute Workflow. Inspect Run Data, then adjust parameters.
  7. Enable the workflow to run on schedule, webhook, or triggers as configured.

Tips: keep secrets in credentials, add retries and timeouts on HTTP nodes, implement error notifications, and paginate large API fetches.

Validation: use IF/Code nodes to sanitize inputs and guard against empty payloads.

Why Automate This with AI Agents

AI‑assisted automations offload repetitive, error‑prone tasks to a predictable workflow. Instead of manual copy‑paste and ad‑hoc scripts, your team gets a governed pipeline with versioned state, auditability, and observable runs.

n8n’s node graph makes data flow transparent while AI‑powered enrichment (classification, extraction, summarization) boosts throughput and consistency. Teams reclaim time, reduce operational costs, and standardize best practices without sacrificing flexibility.

Compared to one‑off integrations, an AI agent is easier to extend: swap APIs, add filters, or bolt on notifications without rewriting everything. You get reliability, control, and a faster path from idea to production.

Best Practices

  • Credentials: restrict scopes and rotate tokens regularly.
  • Resilience: configure retries, timeouts, and backoff for API nodes.
  • Data Quality: validate inputs; normalize fields early to reduce downstream branching.
  • Performance: batch records and paginate for large datasets.
  • Observability: add failure alerts (Email/Slack) and persistent logs for auditing.
  • Security: avoid sensitive data in logs; use environment variables and n8n credentials.

FAQs

Can I swap integrations later? Yes. Replace or add nodes and re‑map fields without rebuilding the whole flow.

How do I monitor failures? Use Execution logs and add notifications on the Error Trigger path.

Does it scale? Use queues, batching, and sub‑workflows to split responsibilities and control load.

Is my data safe? Keep secrets in Credentials, restrict token scopes, and review access logs.

Keywords:

Integrations referenced: HTTP Request, Webhook

Complexity: Intermediate • Setup: 15-45 minutes • Price: €29

Requirements

N8N Version
v0.200.0 or higher required
API Access
Valid API keys for integrated services
Technical Skills
Basic understanding of automation workflows
One-time purchase
€29
Lifetime access • No subscription

Included in purchase:

  • Complete N8N workflow file
  • Setup & configuration guide
  • 30 days email support
  • Free updates for 1 year
  • Commercial license
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14
Downloads
2★
Rating
Intermediate
Level