From fde0a57529cc93ef085d62cb36c9ee5422ec265d Mon Sep 17 00:00:00 2001 From: nusquama Date: Mon, 2 Mar 2026 12:01:57 +0800 Subject: [PATCH] creation --- .../readme-13680.md | 124 ++++++++++++++++++ 1 file changed, 124 insertions(+) create mode 100644 workflows/Route and escalate student advising requests with OpenAI, Gmail and Slack-13680/readme-13680.md diff --git a/workflows/Route and escalate student advising requests with OpenAI, Gmail and Slack-13680/readme-13680.md b/workflows/Route and escalate student advising requests with OpenAI, Gmail and Slack-13680/readme-13680.md new file mode 100644 index 000000000..19f47fa10 --- /dev/null +++ b/workflows/Route and escalate student advising requests with OpenAI, Gmail and Slack-13680/readme-13680.md @@ -0,0 +1,124 @@ +Route and escalate student advising requests with OpenAI, Gmail and Slack + +https://n8nworkflows.xyz/workflows/route-and-escalate-student-advising-requests-with-openai--gmail-and-slack-13680 + + +# Route and escalate student advising requests with OpenAI, Gmail and Slack + +# AI Student Academic Advisor: Reference Documentation + +This document provides a technical analysis of the **AI Student Academic Advisor** workflow, designed to automate student status validation, advising recommendations, and multi-channel escalation using a multi-agent AI architecture. + +--- + +### 1. Workflow Overview +The workflow functions as an intelligent triage and support system for academic institutions. It receives student event data (like GPA changes or enrollment updates) and uses a hierarchical AI structure to decide whether to notify the student, alert an advisor, or escalate to faculty. + +**Logical Blocks:** +* **1.1 Input & Config:** Receives the student event and sets global environment variables. +* **1.2 Status Validation:** A specialized agent classifies the student's current lifecycle stage (e.g., At-Risk, Graduating). +* **1.3 Academic Orchestration:** A "Manager" agent coordinates three specialized tools (Advising, Notification, and Escalation) to create a unified action plan. +* **1.4 Communication Dispatch:** Sends targeted messages via Email (Gmail/SMTP) or Slack based on the orchestration plan. +* **1.5 Logging:** Records the final outcome for administrative auditing. + +--- + +### 2. Block-by-Block Analysis + +#### 2.1 Input & Configuration +This block initializes the process and defines the operational parameters used across all nodes. +* **Nodes Involved:** `Student Event Webhook`, `Workflow Configuration`. +* **Node Details:** + * **Student Event Webhook (Webhook):** Listens for `POST` requests at the `/student-event` endpoint. It triggers the entire flow. + * **Workflow Configuration (Set):** Defines placeholders for Slack Channel IDs, Faculty Emails, and threshold values (e.g., GPA < 2.0). + * **Edge Cases:** Missing payload fields in the webhook will cause expression failures in subsequent AI nodes. + +#### 2.2 Student Status Agent +The "Gatekeeper" that interprets raw data into a structured academic status. +* **Nodes Involved:** `Student Status Agent`, `OpenAI Model - Status Agent`, `Status Validation Output Parser`. +* **Node Details:** + * **Student Status Agent (AI Agent):** Uses a System Message to classify students into stages like `AT_RISK` or `GRADUATION_ELIGIBLE`. + * **Status Validation Output Parser (Structured Output Parser):** Enforces a specific JSON schema including `lifecycleStage`, `gpa`, and `riskFactors`. + * **Role:** Ensures downstream logic operates on validated classifications rather than raw, noisy data. + +#### 2.3 Academic Orchestration (Multi-Agent Layer) +The core intelligence block where specialized sub-agents are called as tools. +* **Nodes Involved:** `Academic Orchestration Agent`, `Advising Agent Tool`, `Notification Agent Tool`, `Escalation Agent Tool` (and their respective Models/Parsers). +* **Node Details:** + * **Academic Orchestration Agent (AI Agent):** Acts as the supervisor. It is instructed to call **all three** tools for every event. + * **Advising Agent Tool:** Recommends specific academic actions (e.g., tutoring, course selection). + * **Notification Agent Tool:** Determines the priority and drafts messages for Student, Advisor, and Faculty. + * **Escalation Agent Tool:** Specifically looks for triggers like policy violations or severe GPA drops. + * **Failure Types:** If the Orchestration Agent fails to call a tool, the final action plan will be incomplete. + +#### 2.4 Communication & Escalation Dispatch +Routes the AI-generated content to the correct stakeholders. +* **Nodes Involved:** `Route by Action Type`, `Check if Escalation Required`, `Send Student Notification Email`, `Send Advisor Slack Alert`, `Send Faculty Escalation Email`. +* **Node Details:** + * **Route by Action Type (Switch):** Splits the flow into Student, Advisor, or Faculty paths. + * **Check if Escalation Required (If):** A safety check that confirms the `escalationRequired` boolean from the AI is `true` before emailing faculty. + * **Send Student Notification Email:** Uses a professional HTML template to deliver "Recommended Actions" and "Support Resources." + * **Send Advisor Slack Alert:** Sends a formatted Markdown message to a specific Slack channel. + +#### 2.5 Logging +Finalizes the execution by creating a record. +* **Nodes Involved:** `Merge Notification Paths`, `Log Workflow Completion`. +* **Node Details:** + * **Log Workflow Completion (Code):** Consolidates data from the Status Agent and Orchestration Agent into a clean JSON log entry and prints it to the console. + +--- + +### 3. Summary Table + +| Node Name | Node Type | Functional Role | Input Node(s) | Output Node(s) | Sticky Note | +| :--- | :--- | :--- | :--- | :--- | :--- | +| **Student Event Webhook** | Webhook | Trigger | (External) | Workflow Configuration | | +| **Workflow Configuration** | Set | Config | Student Event Webhook | Student Status Agent | | +| **Student Status Agent** | AI Agent | Analysis | Workflow Configuration | Route by Student Status | Classifies student status using OpenAI. | +| **Route by Student Status**| Switch | Routing | Student Status Agent | Academic Orchestration Agent | Directs flow based on status classification. | +| **Academic Orchestration Agent** | AI Agent | Controller | Route by Student Status | Route by Action Type | Delegates to sub-agents. | +| **Advising Agent Tool** | Agent Tool | Specialized Logic | (Orchestration Agent) | (Orchestration Agent) | Provides academic advising recommendations. | +| **Notification Agent Tool**| Agent Tool | Specialized Logic | (Orchestration Agent) | (Orchestration Agent) | Determines notification strategy. | +| **Escalation Agent Tool** | Agent Tool | Specialized Logic | (Orchestration Agent) | (Orchestration Agent) | Assesses faculty escalation requirements. | +| **Route by Action Type** | Switch | Router | Academic Orchestration Agent | Email/Slack/If Nodes | Determines output channel and escalation need. | +| **Check if Escalation Req.**| If | Safety Gate | Route by Action Type | Send Faculty Email | Ensures urgent cases reach faculty. | +| **Send Student Email** | Email Send | Delivery | Route by Action Type | Merge Paths | Delivers outcomes through email. | +| **Send Advisor Slack** | Slack | Delivery | Route by Action Type | Merge Paths | Sends alert to advisor via Slack. | +| **Send Faculty Email** | Email Send | Delivery | Check if Escalation Req. | Merge Paths | Delivers escalation alerts. | +| **Log Workflow Comp.** | Code | Analytics | Merge Paths | (End) | Logs completion status. | + +--- + +### 4. Reproducing the Workflow from Scratch + +1. **Preparation:** + * Obtain an **OpenAI API Key**. + * Set up a **Slack App** with `chat:write` scopes and a Bot Token. + * Prepare a **Gmail/SMTP** account for sending emails. +2. **Input Setup:** Create a **Webhook Node** (POST) and a **Set Node** containing your target email addresses and Slack Channel ID. +3. **Status Agent Setup:** + * Add an **AI Agent Node**. Connect an **OpenAI Chat Model** (GPT-4o mini). + * Add a **Structured Output Parser**. Define a schema for `lifecycleStage` (enum), `gpa` (number), and `riskFactors` (array). +4. **Routing:** Add a **Switch Node** to filter out status types that don't require action (e.g., skip if "NORMAL_PROGRESSION" is not needed). +5. **Orchestration Logic:** + * Create a second **AI Agent Node** (Orchestration). + * Create three **Agent Tool Nodes** (Advising, Notification, Escalation). + * For each Tool, attach a Model and a **Structured Output Parser** to define the specific fields needed for that domain. +6. **Dispatching:** + * Add a **Switch Node** to route based on the `actionType` returned by the Orchestration Agent. + * Add an **If Node** specifically for the Escalation path to check the `escalationRequired` boolean. +7. **Communication Nodes:** + * Configure **Email Send Nodes** using HTML. Use expressions like `{{ $json.output.notificationStrategy.studentMessage }}` to map AI content. + * Configure the **Slack Node** to send a message to the channel ID defined in the configuration. +8. **Completion:** Add a **Merge Node** (Combine by position) and a **Code Node** to aggregate results into a final log object. + +--- + +### 5. General Notes & Resources + +| Note Content | Context or Link | +| :--- | :--- | +| **Prerequisites** | OpenAI API key, Gmail OAuth2, Slack bot token. | +| **Scalability** | You can add new sub-agent tools for "Financial Aid" or "Career Services" easily. | +| **Benefit** | Reduces manual triage and ensures 24/7 coverage for "At-Risk" student detection. | +| **Setup Step** | Remember to configure the Webhook URL in your external student management system. | \ No newline at end of file