"AI Workflow for Document Prioritization with Source Citations

  • n8n version: 1.75.2-beta (previous version: 1.74.3)
  • Database: Pinecone
  • n8n EXECUTIONS_PROCESS setting: (Not sure about this setting)
  • Running n8n via: n8n cloud
  • Operating system: Windows 11 Pro

the problem/error/question
I want to set up a workflow that enables an AI agent to process and prioritize specific documents and provide detailed, citation-backed responses to my queries. My goal is to have the AI agent prioritize information from five specific documents related to a particular bill, followed by analysis or citations from other documents, meeting transcripts, and notes.

Key features I want to achieve:

  1. Document prioritization:
    The AI agent should prioritize specific documents (e.g., the bill text, associated rules, and supplementary documents) to provide analysis and insights.
  2. Context-aware responses:
    When I ask questions, the AI should first provide analysis or assessments from the primary bill and associated rules, followed by relevant citations from the other documents.
  3. Meeting notes retrieval:
    If I ask, “What did the team discuss about waiver submissions?” the AI should:
  • Search through Pinecone or other vector storage for relevant meeting notes.
  • Return the relevant content, specifying:
    • The file name.
    • Who said what.
    • Key discussion points.
  1. Comprehensive responses:
    Responses must include clear citations to the source documents

no error message

Please share your workflow

It looks like your topic is missing some important information. Could you provide the following if applicable.

  • n8n version:
  • Database (default: SQLite):
  • n8n EXECUTIONS_PROCESS setting (default: own, main):
  • Running n8n via (Docker, npm, n8n cloud, desktop app):
  • Operating system:

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