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Index / Workflow library / Frontier systems / Company brain: docs, data and tickets in Slack

Frontier system · Operations · 6 stages · updated 2026-10-23

Company brain: docs, data and tickets in Slack

A Slack agent that answers from docs and past threads with sources, answers data questions with SQL, files tickets from conversations, and reports gaps in your docs.

1Is this my problem?

The same questions get asked in Slack every week and answers are spread across Notion, Drive and old threads.

You'll recognise this if…

  • Senior people answer the same internal question repeatedly.
  • New hires take weeks to find things.
  • Simple data questions wait days for an analyst.
Cost of doing nothingExpert time is spent as a search engine and decisions wait on answers.
Companies affectedCompanies of 30-500 people with knowledge in several tools and a busy Slack, often with a data warehouse.

2Is this solution worth it?

Your ROI, with the assumptions shown

Prefilled with our illustrative assumptions for a typical team (20 h/week of manual work at $70/h, 30% automated). Change them to your numbers.

Build cost (estimate)$10k–$40k
Time to first version (estimate)6-12 weeks
AI agent stages3 of 6
Human checkpoints0

Limits and when not to build it

Not worth it if your docs are thin or out of date; fix the docs first.

Guardrails it needs

  • Respect document permissions.
  • Read-only database role.
  • Always cite sources.

3How does it work?

The agency builds you one internal tool, Company Brain, that runs the whole process. Watch it work on a sample case:

Company BrainIllustrative demo with sample data

Pick a sample on the left and press Run example to watch Company Brain work through a case step by step.

Your tool connects to

Slack / TeamsHelp deskData warehouseAI model

Most of it is ordinary automation. AI agents handle 3 of 6 steps, and people approve at no checkpoints.

Under the hood: stages, vendors and the learning loop

AI agent Automation Human checkpoint

  1. 1Ingest

    Index Notion, Drive, help centre and chosen channels with permissions.

    Vector DB
    Automation
  2. 2Retrieve

    Contextual retrieval and BM25 for fewer misses.

    Embeddings
    Automation
  3. 3Answer

    Answer with links; say "don't know" when unsure.

    AI SDKClaudeGPT
    AI agentDecides: Answer or say "don't know"
  4. 4Query data

    Text-to-SQL against a read-only warehouse role.

    BigQuerySnowflake
    AI agentDecides: Write the SQL
  5. 5Act

    Turn a thread into a Jira or Linear ticket on request.

    JiraLinear
    AI agent
  6. 6Gap report

    Weekly list of unanswered questions to doc owners.

    Slack
    Automation
Learning loop

Thumbs-down answers and unanswered questions become doc tasks and eval cases, so the bot is measured on real misses.

Example run

Illustrative sample data showing what moves between stages. Not taken from the sources.

  1. 1
    Ingest · inNotion + Drive
    out12,400 chunks indexed
  2. 2
    Retrieve · in"What is our refund policy for annual plans?"
    out3 passages
  3. 3
    Answer · inPassages
    outAnswer with 2 links
  4. 4
    Query data · in"How many trials converted last month?"
    outSELECT ... -> 212 (read-only)
  5. 5
    Act · inThread
    outLinear ticket ENG-881 created
  6. 6
    Gap report · inWeek
    out7 unanswered questions sent to owners

Vendors commonly used

Vector DBEmbeddingsAI SDKClaudeGPTBigQuerySnowflakeJiraLinearSlack

Where AI decides and where people do

AI agents decide
  • Answer: Answer or say "don't know"
  • Query data: Write the SQL
  • Act: Turn a thread into a Jira or Linear ticket on request.
Human checkpoints

    Maturity ladder

    What each level adds. Most teams start at level 1 or 2 and climb. Highlighted: where this build sits.

    1. Level 1Basic automation

      A wiki and a search box.

    2. Level 2AI-assisted

      An LLM answers questions from pasted docs.

    3. Level 3Autonomous agent

      A Slack agent retrieves with permissions, cites sources, runs read-only SQL and files tickets.

    4. Level 4Self-learning system

      Thumbs-down and unanswered questions become doc tasks and eval cases.

    Building blocks

    Start with one of these smaller workflows and add stages.

    Seen in the wild

    Links checked 2026-10-23. The pipeline combines patterns from these public builds; we are not affiliated with these companies.

    4Who can build it?

    Matched on the services, platforms and industries agencies list on their own sites, and on their published projects.

    flowio logoflowioGlasgow, United Kingdom

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Related project: AI Automation Case Study: Edinburgh Boiler Company — Discover how flowio used AI Voice and SMS agents to cut lead response times from 1 day to 5 minutes for The Edinburgh Boiler Company.

    Claude

    Published price: From £750

    THE TISA logoTHE TISAIndia

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Example project: AI & Software Development Case Studies — Explore THE TISA’s AI, SaaS, web, mobile, and custom software projects. See each project’s challenge, solution, and delivered product.

    Claude

    No published price

    Arcesso logoArcesso

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Related project: Sample 3PL (illustrative): Invoice processing time cut 62% with an extraction agent — A 120-person logistics company replaced manual invoice keying with an extraction agent that reads PDFs and emails, matches them to purchase …

    Claude

    Published price: From $11,500

    Crux Digits logoCrux DigitsNieuwegein, Netherlands

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Example project: AI Decision Support for Occupational Health — See how AI decision support speeds up and standardises occupational-health medical-fitness assessments at national scale, with clinicians in…

    Claude

    Published price: From €50,000

    Akveo logoAkveoUnited States

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Related project: Secure Financial Multi-Agent AI Platform WealthFluent — Discover how we built a secure AI financial assistant for WealthFluent using Amazon Bedrock, turning complex financial data into clear, comp…

    Claude

    No published price

    JPLoft logoJPLoftDenver, United States

    Why matched: RAG/knowledge base; Internal tools/admin panels; uses Claude.

    Example project: EightTenTwelve: Simplifying Nurses’ Lives — EightTenTwelve is a lifestyle app helping nurses manage their schedules and stay connected.

    Claude

    No published price

    Projects, tools and prices come from each agency's own website (crawled October 2026). Not paid placements.

    5What should I do next?

    Questions

    What is the company brain: docs, data and tickets in slack?

    A Slack agent that answers from docs and past threads with sources, answers data questions with SQL, files tickets from conversations, and reports gaps in your docs.

    Who is this for?

    Companies of 30-500 people with knowledge in several tools and a busy Slack, often with a data warehouse.

    When should we not build it?

    Not worth it if your docs are thin or out of date; fix the docs first.

    How does it improve over time?

    Thumbs-down answers and unanswered questions become doc tasks and eval cases, so the bot is measured on real misses.

    What keeps it safe?

    Respect document permissions. Read-only database role. Always cite sources.

    Who runs something like this?

    Seen in the wild: vercel-labs/ai-sdk-slackbot (GitHub); Vercel: what we learned building agents; Anthropic: Contextual Retrieval; Zapier: how Zapier uses AI internally.

    What does it cost to build?

    Our rough estimate for a first production version with an agency: $10k–$40k over 6-12 weeks, plus tool and model usage.

    Get matched with 3 vetted agencies

    Describe the project. We read every brief and introduce you to three agencies from this index that fit it, usually within 2 working days. Free for buyers; agencies can't pay to be picked.

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