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AI & researchAgentAggregateBamboo HrChain LLMChat Trigger

BambooHR AI-Powered Company Policies and Benefits Chatbot

Configured with Agent, Aggregate, Bamboo Hr, Chain LLM, and additional nodes. Review the connections and setup before adapting this template.

Workflow preview
TriggerWhen clicking ‘Testworkflow’Manual TriggerFiles / mediaDefault Data LoaderDocument Default Data Lo…AI & modelsEmbeddings OpenAIEmbeddings Open AiTransformRecursive CharacterText SplitterText Splitter Recursive …Data storeWindow Buffer MemoryMemory Buffer WindowAI & modelsOpenAI Chat ModelOpenAI Chat ModelAI & modelsVector Store ToolTool Vector StoreAI & modelsOpenAI Chat Model1OpenAI Chat ModelAI & modelsEmbeddings OpenAI1Embeddings Open AiSubworkflowEmployee Lookup ToolTool WorkflowAI & modelsOpenAI Chat Model2OpenAI Chat ModelAI & modelsOpenAI Chat Model3OpenAI Chat ModelAI & modelsOpenAI Chat Model4OpenAI Chat ModelTransformAuto-fixing OutputParserOutput Parser AutofixingAI & modelsOpenAI Chat Model5OpenAI Chat ModelTransformStructured OutputParserOutput Parser StructuredIntegrationGET all filesBamboo HrRoutingFilter out files fromundesired categoriesFilterTransformSplit out individualfilesSplit OutRoutingFilter out non-pdffilesFilterIntegrationDownload file fromBambooHRBamboo HrData storeSupabase Vector StoreVector Store SupabaseTriggerEmployee initiates aconversationChat TriggerData storeSupabase Vector StoreRetrievalVector Store SupabaseTriggerAI-Powered HR Benefitsand Company Policies…Execute Workflow TriggerAI & modelsText ClassifierText ClassifierIntegrationGET all employeesBamboo HrRoutingFilter out otheremployeesFilterTransformStringify employeerecord for responseEdit FieldsIntegrationGET all employees(second path)Bamboo HrTransformExtract departmentsAggregateTransformEnsure uniqueness indepartment listEdit FieldsAI & modelsExtract departmentInformation ExtractorIntegrationRetrieve all employeesBamboo HrRoutingFilter out otherdepartmentsFilterTransformExtract relevantemployee fieldsAggregateAI & modelsIdentify most senioremployeeChain LLMTransformFormat name forresponseEdit FieldsAI & modelsHR AI AgentAgent

Node categories in this workflow

  • Trigger
  • Files / media
  • AI & models
  • Transform
  • Data store
  • Subworkflow
  • Integration
  • Routing

Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.

Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.

How it works

The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.

Workflow node names, types, and operations
NodeCategoryTypeOperation
When clicking ‘Test workflow’TriggerManual TriggerSee node parameters
Default Data LoaderFiles / mediaDocument Default Data LoaderSee node parameters
Embeddings OpenAIAI & modelsEmbeddings Open AiSee node parameters
Recursive Character Text SplitterTransformText Splitter Recursive Character Text SplitterSee node parameters
Window Buffer MemoryData storeMemory Buffer WindowSee node parameters
OpenAI Chat ModelAI & modelsOpenAI Chat ModelSee node parameters
Vector Store ToolAI & modelsTool Vector StoreSee node parameters
OpenAI Chat Model1AI & modelsOpenAI Chat ModelSee node parameters
Embeddings OpenAI1AI & modelsEmbeddings Open AiSee node parameters
Employee Lookup ToolSubworkflowTool WorkflowSee node parameters
OpenAI Chat Model2AI & modelsOpenAI Chat ModelSee node parameters
OpenAI Chat Model3AI & modelsOpenAI Chat ModelSee node parameters
OpenAI Chat Model4AI & modelsOpenAI Chat ModelSee node parameters
Auto-fixing Output ParserTransformOutput Parser AutofixingSee node parameters
OpenAI Chat Model5AI & modelsOpenAI Chat ModelSee node parameters
Structured Output ParserTransformOutput Parser StructuredSee node parameters
GET all filesIntegrationBamboo Hrfile / getAll
Filter out files from undesired categoriesRoutingFilterSee node parameters
Split out individual filesTransformSplit OutSee node parameters
Filter out non-pdf filesRoutingFilterSee node parameters
Download file from BambooHRIntegrationBamboo Hrfile / download
Supabase Vector StoreData storeVector Store SupabaseSee node parameters
Employee initiates a conversationTriggerChat TriggerSee node parameters
Supabase Vector Store RetrievalData storeVector Store SupabaseSee node parameters
AI-Powered HR Benefits and Company Policies ChatbotTriggerExecute Workflow TriggerSee node parameters
Text ClassifierAI & modelsText ClassifierSee node parameters
GET all employeesIntegrationBamboo HrgetAll
Filter out other employeesRoutingFilterSee node parameters
Stringify employee record for responseTransformEdit FieldsSee node parameters
GET all employees (second path)IntegrationBamboo HrgetAll
Extract departmentsTransformAggregateSee node parameters
Ensure uniqueness in department listTransformEdit FieldsSee node parameters
Extract departmentAI & modelsInformation ExtractorSee node parameters
Retrieve all employeesIntegrationBamboo HrgetAll
Filter out other departmentsRoutingFilterSee node parameters
Extract relevant employee fieldsTransformAggregateSee node parameters
Identify most senior employeeAI & modelsChain LLMSee node parameters
Format name for responseTransformEdit FieldsSee node parameters
HR AI AgentAI & modelsAgentSee node parameters

Setup

  1. Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
  2. Connect your own credentials through n8n’s credential store. Replace REPLACE_WITH_* values with your resource identifiers.
  3. Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
  4. Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.

Requirements

An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.

Credential types declared in the source

  • bambooHrApi
  • openAiApi
  • supabaseApi

Workflow notes

Sticky Note3

Toggle off the simplify option to ensure categories are retrieved as well

Sticky Note4

This employee lookup tool gives the AI Benefits and Company Policies chatbot additional superpowers by allowing it to search for an individual or a department to retrieve contact information from BambooHR.

AI Chatbot Operating Guidelines

AI Chatbot Operating Guidelines

  • When an employee asks for a contact person, first attempt to find the relevant contact in company_files.
  • If a contact person is found but their details (e.g., email or phone number) are missing, use the employee_lookup_tool to retrieve their contact details.
  • If no contact person is found:
  1. Use the employee_lookup_tool with "HR" (or another relevant department) to retrieve the most senior person in that department.
  2. If no senior contact is found, ask the employee for their name.
  3. Use the employee_lookup_tool to retrieve their supervisor’s name.
  4. Use the employee_lookup_tool to retrieve their supervisor’s details.
  5. Provide the supervisor's contact information and recommend them as the best next point of contact.
GetAll employees from BambooHR

GetAll employees from BambooHR

BambooHR does not offer search by {field} functionality for its /employees endpoint, so filtering must be done after data retrieval. This can be inefficient for very large organizations where there may be multiple employees with the same name or simply a large number of employees.

GET singular employee by name path

GET singular employee by name path

This path may be used multiple times by the HR AI Agent to look up the employee's details, and then to look up their supervisor's details.

GET senior leader of department path

GET senior leader of department path

This path would normally only be used when no other contacts can be identified from the company_files. The employee can retrieve the contact details for the most senior leader of a department should they request it.

Final node returns employee name

Final node returns employee name

The AI Agent can then call the employee lookup path to retrieve details, if requested.

About the maker
BambooHR AI-Powered Company Policies and Benefits Chatbot

BambooHR AI-Powered Company Policies and Benefits Chatbot

Purpose and structure

This folder contains the BambooHR AI-Powered Company Policies and Benefits Chatbot workflow. Its executable nodes use agent, aggregate, bambooHr, chainLlm, chatTrigger, documentDefaultDataLoader, embeddingsOpenAi, executeWorkflowTrigger, filter, informationExtractor, lmChatOpenAi, manualTrigger, memoryBufferWindow, outputParserAutofixing, outputParserStructured, set, splitOut, textClassifier, textSplitterRecursiveCharacterTextSplitter, toolVectorStore, toolWorkflow, vectorStoreSupabase. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.

Setup

Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.

Entry points

When clicking ‘Test workflow’, Employee initiates a conversation, AI-Powered HR Benefits and Company Policies Chatbot

Verification

Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.

Attribution

https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Splitout/1352_Splitout_Filter_Automate_Triggered.json MIT; preserve source notices.

Canvas section labels

These name areas of the original canvas; they do not include explanatory instructions.

  • STEP #1: Retrieve company policies and load them into a vector store
  • BambooHR AI-Powered HR Benefits and Company Policies Chatbot
  • (Optional) STEP #2: Set up employee lookup tool

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