Automated Slack IT helpdesk with GPT, Supabase vector search, and JIRA ticketing
This workflow contains community nodes that are only compatible with the self-hosted version of n8n.
Who is this for?
IT teams and support organizations looking to automate Level 1 support with AI-powered assistance while maintaining proper ticket management workflows.
What problem does this solve?
Eliminates repetitive manual support tasks by providing instant, context-aware assistance that references organizational knowledge and creates structured tickets when needed.
What this workflow does
- RAG Pipeline: Processes PDF/CSV documents into searchable vector database
- Intelligent Slack Bot: This AI-helpdesk assistant handles support requests with thread-aware conversations
- Vector Knowledge Search: Searches embedded knowledge base articles and historical case data
- JIRA Integration: Creates, searches, and manages support tickets automatically
- Emoji Reactions: Users can trigger actions (create tickets, escalate) via emoji reactions
Requirements
Required Accounts:
- n8n Cloud or self-hosted instance
- Slack workspace with admin access
- Supabase account (vector database)
- JIRA Cloud instance
- OpenAI API key
Technical Prerequisites:
- Basic n8n workflow knowledge
- Slack app creation experience
- Understanding of vector databases
Setup Steps
1. Slack App Configuration
- Create new Slack app with Bot Token Scopes:
app_mentions:read,channels:history,channels:read,groups:history,groups:read,im:history,im:read,mpim:history,mpim:read,users:read - Configure Event Subscriptions:
app_mention,message.channels,message.groups,reaction_added - Set Request URL to your n8n Slack Trigger webhook
2. Supabase Vector Database Setup
- Create new Supabase project
- Enable pgvector extension
- Create
documentstable with vector column (1536 dimensions for OpenAI embeddings) - Configure RLS policies for secure access
3. JIRA Configuration
- Generate API token from JIRA Cloud
- Create helpdesk project with appropriate issue types
- Note project ID and issue type IDs for workflow configuration
4. n8n Workflow Configuration
- Import workflow and configure credentials
- Update Slack channel IDs in trigger nodes
- Set OpenAI API key in all OpenAI nodes
- Configure Supabase connection in vector store nodes
- Update JIRA project settings in MCP server nodes
5. Knowledge Base Data Format
Supported file formats: PDF, CSV CSV Structure: Structure your data with columns, but not limited to, Ticket#, Issue Description, Issue Summary, Resolution Provided, Case Status, Contact User PDF Content: Technical documentation, troubleshooting guides, policy documents
Upload documents via the form trigger to automatically embed in vector database.
Customization Options
AI Agent Behavior
- Modify system prompt in AIHelpdesk Agent node
- Adjust conversation memory window (default: 20 messages)
- Change AI model (GPT-4o, GPT-3.5-turbo, etc.)
Reaction Mappings
- Customize emoji-to-action mappings in Reaction Handler code
- Add new reaction types for department-specific workflows
- Configure escalation rules and priority levels
JIRA Integration
- Customize ticket templates and fields
- Add auto-assignment rules based on issue type
- Configure SLA and priority mappings
Vector Search
- Adjust similarity thresholds for knowledge retrieval
- Modify search result limits and relevance scoring
- Add metadata filtering for departmental knowledge bases
Advanced Features
- Thread-aware conversation memory
- Automatic bot loop prevention
- Context-preserving ticket creation
- Multi-modal file processing (PDF + CSV)
- Scalable MCP architecture for tool integration
Use Cases
- Level 1 IT Support: Automate common troubleshooting workflows
- Employee Onboarding: Answer policy and procedure questions
- Internal Help Desk: Route and track internal service requests
- Knowledge Management: Make organizational knowledge searchable and actionable
Template includes
- Complete Slack integration with thread support
- RAG pipeline for document processing
- Vector similarity search implementation
- JIRA ticket lifecycle management
- Emoji reaction-based user interactions
- Comprehensive error handling and validation
n8n AI Agent Workflow for Slack and MCP
This n8n workflow demonstrates a basic AI agent setup using Langchain components, triggered by either a Slack message or an n8n form submission, or a Model Context Protocol (MCP) server trigger. It processes incoming data, potentially applies transformations, and then leverages an AI agent.
What it does
This workflow showcases the following capabilities:
- Listens for Events: It can be triggered by:
- A new message in a configured Slack channel (using the "Slack Trigger" node).
- A submission to an n8n form (using the "n8n Form Trigger" node).
- An incoming request to an MCP Server (using the "MCP Server Trigger" node).
- Conditional Logic: An "If" node allows for branching logic, though its specific condition is not defined in the provided JSON.
- Data Transformation: An "Edit Fields (Set)" node is available for modifying or setting data fields within the workflow.
- AI Agent Processing: An "AI Agent" node (Langchain Agent) is the core of the AI processing, which can utilize various tools and models.
- AI Components: It includes sub-nodes for:
- OpenAI Chat Model: For conversational AI capabilities.
- Embeddings OpenAI: To generate vector embeddings for text.
- Supabase Vector Store: To store and retrieve vector embeddings, likely for RAG (Retrieval Augmented Generation) or knowledge base lookups.
- Default Data Loader: A generic document loader for AI processing.
- Simple Memory: To maintain conversational context for the AI agent.
- MCP Client Tool: An "MCP Client" node suggests interaction with another Model Context Protocol server.
- Slack Notification: A "Slack" node can be used to send messages or notifications to Slack channels.
Prerequisites/Requirements
To use this workflow, you will need:
- n8n instance: A running n8n instance.
- Slack Account: With a Slack App configured for the "Slack Trigger" and "Slack" nodes (API token/credential).
- OpenAI API Key: For the "OpenAI Chat Model" and "Embeddings OpenAI" nodes.
- Supabase Account: Configured for the "Supabase Vector Store" node (API URL, API Key, and potentially a table name).
- Langchain Nodes: Ensure the
@n8n/n8n-nodes-langchainpackage is installed in your n8n instance.
Setup/Usage
- Import the workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- Set up your Slack API credentials for both the "Slack Trigger" and "Slack" nodes.
- Configure your OpenAI API Key credentials for the "OpenAI Chat Model" and "Embeddings OpenAI" nodes.
- Provide your Supabase credentials (Project URL and
anonkey) for the "Supabase Vector Store" node.
- Configure Trigger Nodes:
- Slack Trigger: Specify the Slack channel(s) or events you want to listen to.
- n8n Form Trigger: Activate the form and note its URL if you intend to use it.
- MCP Server Trigger: This node acts as an endpoint for other MCP clients.
- Configure AI Agent and Tools:
- Review the "AI Agent" node and its connected sub-nodes ("OpenAI Chat Model", "Embeddings OpenAI", "Supabase Vector Store", "Default Data Loader", "Simple Memory", "MCP Client") to ensure they are configured according to your specific use case. This includes setting models, prompts, memory parameters, and vector store details.
- Activate the Workflow: Once all configurations are complete, activate the workflow.
This workflow provides a flexible foundation for building AI-powered automations, especially for integrating with Slack and leveraging vector search capabilities.
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Track personal finances in Google Sheets with AI agent via Slack
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How it works Scheduled Daily Check-in (11 PM) Fetches current balances from Google Sheets Retrieves all active debts Formats and sends a Slack message with balance summary Prompts you to share the day's transactions AI Agent Transaction Processing When you mention the bot in Slack: Phase 1: Parse & Analyze Extracts amount, payment type (cash/online), category (food, travel, etc.) Identifies transaction type (expense, income, borrowed, lent, repaid) Stores conversation context in PostgreSQL memory Phase 2: Calculate & Preview Reads current balances from Google Sheets Calculates new balances based on transactions Shows formatted preview with projected changes Waits for your approval ("yes"/"no") Phase 3: Update Database (only after approval) Logs transactions with unique IDs and timestamps Updates debt records with person names and status Recalculates and stores new balances Handles debt lifecycle (Active → Settled) Phase 4: Confirmation Sends success message with updated balances Shows active debts summary Includes logging timestamp Requirements Essential Services: n8n instance (self-hosted or cloud) Slack workspace with admin access Google account Google Gemini API key PostgreSQL database Recommended: Claude AI model (mentioned in workflow notes as better alternative to Gemini) How to set up Google Sheets Setup Create a new Google Sheet with three tabs named exactly: Balances Tab: | Date | CashBalance | OnlineBalance | Total_Balance | |------|--------------|----------------|---------------| Transactions Tab: | TransactionID | Date | Time | Amount | PaymentType | Category | TransactionType | PersonName | Description | Added_At | |----------------|------|------|--------|--------------|----------|------------------|-------------|-------------|----------| Debts Tab: | PersonName | Amount | Type | Datecreated | Status | Notes | |-------------|--------|------|--------------|--------|-------| Add header rows and one initial balance row in the Balances tab with today's date and starting amounts. Slack App Setup Go to api.slack.com/apps and create a new app Under OAuth & Permissions, add these Bot Token Scopes: app_mentions:read chat:write channels:read Install the app to your workspace Copy the Bot User OAuth Token Create a dedicated channel (e.g., personal-finance-tracker) Invite your bot to the channel Google Gemini API Visit ai.google.dev Create an API key Save it for n8n credentials setup PostgreSQL Database Set up a PostgreSQL database (you can use Supabase free tier): Create a new project Note down connection details (host, port, database name, user, password) The workflow will auto-create the required table n8n Workflow Configuration Import the workflow and configure: A. Credentials Google Sheets OAuth2: Connect your Google account Slack API: Add your Bot User OAuth Token Google Gemini API: Add your API key PostgreSQL: Add database connection details B. Update Node Parameters All Google Sheets nodes: Select your finance spreadsheet Slack nodes: Select your finance channel Schedule Trigger: Adjust time if you prefer a different check-in hour (default: 11 PM) Postgres Chat Memory: Change sessionKey to something unique (e.g., financetrackeryour_name) Keep tableName as n8nchathistory_finance or rename consistently C. Slack Trigger Setup Activate the "Bot Mention trigger" node Copy the webhook URL from n8n In Slack App settings, go to Event Subscriptions Enable events and paste the webhook URL Subscribe to bot event: app_mention Save changes Test the Workflow Activate both workflow branches (scheduled and agent) In your Slack channel, mention the bot: @YourBot ₹100 cash snacks Bot should respond with a preview Reply "yes" to approve Verify Google Sheets are updated How to customize Change Transaction Categories Edit the AI Agent's system message to add/remove categories. Current categories: travel, food, entertainment, utilities, shopping, health, education, other Modify Daily Check-in Time Change the Schedule Trigger's triggerAtHour value (0-23 in 24-hour format). Add Currency Support Replace ₹ with your currency symbol in: Format Daily Message code node AI Agent system prompt examples Switch AI Models The workflow uses Google Gemini, but notes recommend Claude. To switch: Replace "Google Gemini Chat Model" node Add Claude credentials Connect to AI Agent node Customize Debt Types Modify AI Agent's system prompt to change debt handling logic: Currently: IOwe and TheyOwe_Me You can add more types or change naming Add More Payment Methods Current: cash, online To add more (e.g., credit card): Update AI Agent prompt Modify Balances sheet structure Update balance calculation logic Change Approval Keywords Edit AI Agent's Phase 2 approval logic to recognize different approval phrases. Add Spending Analytics Extend the daily check-in to calculate: Weekly/monthly spending summaries Category-wise breakdowns Use additional Code nodes to process transaction history Important Notes ⚠️ Never trigger with normal messages - Only use app mentions (@botname) to avoid infinite loops where the bot replies to its own messages. 💡 Context Awareness - The bot remembers conversation history, so you can reference "yesterday", "last week", or previous transactions naturally. 🔒 Data Privacy - All your financial data stays in your Google Sheets and PostgreSQL database. The AI only processes transaction text temporarily. 📊 Backup Regularly - Export your Google Sheets periodically as backup. --- Pro Tips: Start with small test transactions to ensure everything works Use consistent person names for debt tracking The bot understands various formats: "₹500 cash food" = "paid 500 rupees in cash for food" You can batch transactions in one message: "₹100 travel, ₹200 food, ₹50 snacks"