How to build an Project Staffing Agent

Workflow Overview

1. User Question (Input Node)

• Purpose:
  The workflow begins when a user submits a question, such as:
  “Which employees have relevant writing experience to help put together a global investment report?”

• How it works:
  This node captures the user's question and passes it to the next step.

2. Query Salesforce (Action Node)

• Purpose:
  To tell you more about this tool, let me inspect its exact properties.Here’s a clear, human-friendly overview of how your workflow operates, step by step:

Workflow Overview

1. User Question (Input Node)

• What it does:
  The workflow starts when a user submits a question about employee experience or project pairing.
  Example:
  “Which employees have relevant writing experience to help put together a global investment report?”

2. Query Salesforce (Action Node)

• What it does:
  This node takes the user's question and queries Salesforce for relevant employee data.

• How it works:

  • It uses the user's question as both the query and the schema context.

  • The action supports both plain English and SOQL queries.

  • It returns the SOQL query that was executed and the results from Salesforce.

3. Resume Answerer (LLM Node)

• What it does:
  This node uses an AI language model to analyze the results from Salesforce.

• How it works:

  • It receives the Salesforce results and the original user question.

  • The AI is instructed to identify employees with relevant experience and suggest pairings for projects, initiatives, or clients.

  • If there isn’t enough information, it will respond politely to the user.

4. User Output (Output Node)

• What it does:
  The final answer, including the list of employees, their relevant experience, and suggested pairings, is displayed to the user.

Visual Summary

In short:
The workflow takes a user’s question, searches Salesforce for relevant employee data, uses AI to analyze and suggest the best employees and pairings, and then presents the answer back to the user.