Workflow Template Ideas
Get inspired by these workflow ideas. Each template leverages Needle's built-in AI and document search capabilities.
Knowledge Base
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Company Knowledge Base Q&A Build a searchable knowledge base from Google Drive docs that employees can query in natural language via Slack | Build a searchable knowledge base from Google Drive docs that employees can query in natural language via Slack | Google Drive, Needle AI Agent, Slack | Easy |
| Notion Wiki Search Bot Enable natural language search across your Notion workspace, answering questions with cited sources | Enable natural language search across your Notion workspace, answering questions with cited sources | Notion, Needle AI Agent, Slack | Easy |
| Policy & Compliance Q&A Index company policies and compliance docs so employees can ask questions and get accurate, sourced answers | Index company policies and compliance docs so employees can ask questions and get accurate, sourced answers | Google Drive, Needle AI Agent, Slack, +1 | Easy |
| Product Documentation Assistant Create an AI assistant that answers product questions by searching through your documentation | Create an AI assistant that answers product questions by searching through your documentation | Notion, Google Drive, Needle AI Agent, +1 | Easy |
| Onboarding Knowledge Bot Help new hires find answers by searching across onboarding materials, handbooks, and training docs | Help new hires find answers by searching across onboarding materials, handbooks, and training docs | Google Drive, Notion, Needle AI Agent, +1 | Easy |
| Meeting Notes Search Index meeting transcripts and notes, enabling search for decisions, action items, and discussions | Index meeting transcripts and notes, enabling search for decisions, action items, and discussions | Fireflies, Notion, Needle AI Agent, +1 | Easy |
| Technical Documentation Q&A Enable developers to search through API docs, READMEs, and technical specs using natural language | Enable developers to search through API docs, READMEs, and technical specs using natural language | GitHub, Notion, Needle AI Agent, +1 | Easy |
| Legal Document Search Search across contracts and legal documents to find specific clauses, terms, or obligations | Search across contracts and legal documents to find specific clauses, terms, or obligations | Google Drive, DocuSign, Needle AI Agent | Easy |
| Multi-Source Knowledge Hub Combine docs from Drive, Notion, and email into one searchable knowledge base | Combine docs from Drive, Notion, and email into one searchable knowledge base | Google Drive, Notion, Gmail, +2 | Medium |
| FAQ Auto-Responder Automatically answer common questions in Slack by searching your knowledge base | Automatically answer common questions in Slack by searching your knowledge base | Slack, Needle AI Agent, Google Drive | Easy |
Support
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Support Ticket AI Assistant Search your knowledge base to suggest answers for support tickets, with sources for verification | Search your knowledge base to suggest answers for support tickets, with sources for verification | Zendesk, Needle AI Agent, Notion | Easy |
| Intercom Knowledge Search Enable Intercom agents to search internal docs and get AI-suggested responses with citations | Enable Intercom agents to search internal docs and get AI-suggested responses with citations | Intercom, Needle AI Agent, Google Drive | Easy |
| Customer History Lookup Search across past support conversations to understand customer history and context | Search across past support conversations to understand customer history and context | Zendesk, Needle AI Agent, HubSpot | Easy |
| Troubleshooting Guide Search Help support agents find relevant troubleshooting steps from documentation | Help support agents find relevant troubleshooting steps from documentation | Google Drive, Needle AI Agent, Zendesk, +1 | Easy |
| Customer Feedback Analyzer Analyze customer feedback and support tickets to identify common issues and sentiment | Analyze customer feedback and support tickets to identify common issues and sentiment | Typeform, Zendesk, Needle AI Agent, +1 | Easy |
| Bug Report Context Finder When a bug is reported, search past issues and docs for related context and solutions | When a bug is reported, search past issues and docs for related context and solutions | GitHub, Linear, Needle AI Agent, +1 | Easy |
| SLA Knowledge Base Quickly search SLA terms and service agreements when handling customer inquiries | Quickly search SLA terms and service agreements when handling customer inquiries | Google Drive, Needle AI Agent, Zendesk | Easy |
Sales
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Sales Battlecard Search Enable sales reps to quickly find competitive intelligence and battlecard info during calls | Enable sales reps to quickly find competitive intelligence and battlecard info during calls | Google Drive, Needle AI Agent, Slack, +1 | Easy |
| Proposal Content Finder Search past proposals and case studies to find relevant content for new deals | Search past proposals and case studies to find relevant content for new deals | Google Drive, Needle AI Agent, HubSpot | Easy |
| CRM Intelligence Assistant Query your CRM data in natural language - find deals, contacts, or account history | Query your CRM data in natural language - find deals, contacts, or account history | HubSpot, Salesforce, Needle AI Agent, +1 | Easy |
| Deal History Lookup Search through past deal notes and emails to understand account context before meetings | Search through past deal notes and emails to understand account context before meetings | HubSpot, Gmail, Needle AI Agent | Easy |
| Product Pricing Search Quickly search pricing documentation and discount policies during sales calls | Quickly search pricing documentation and discount policies during sales calls | Google Drive, Needle AI Agent, Slack | Easy |
| Lead Research Assistant Research prospects by searching LinkedIn data and company info, summarized by AI | Research prospects by searching LinkedIn data and company info, summarized by AI | LinkedIn, Apollo.io, Needle AI Agent, +1 | Easy |
| Contract Term Finder Search signed contracts to find specific terms, renewal dates, or pricing | Search signed contracts to find specific terms, renewal dates, or pricing | DocuSign, Google Drive, Needle AI Agent | Easy |
| Win/Loss Analysis Search Search past win/loss reports to understand why deals succeeded or failed | Search past win/loss reports to understand why deals succeeded or failed | Google Drive, Needle AI Agent, Google Sheets, +1 | Easy |
Document Analysis
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Contract Clause Extractor Extract specific clauses, dates, and obligations from contracts using AI | Extract specific clauses, dates, and obligations from contracts using AI | Google Drive, DocuSign, Needle AI Agent, +1 | Easy |
| Invoice Data Extraction Extract key data from invoices (amounts, dates, vendors) and save to spreadsheet | Extract key data from invoices (amounts, dates, vendors) and save to spreadsheet | Gmail, Google Drive, Needle AI Agent, +1 | Easy |
| Resume Parser Extract candidate information from resumes and populate your ATS or spreadsheet | Extract candidate information from resumes and populate your ATS or spreadsheet | Gmail, Google Drive, Needle AI Agent, +1 | Easy |
| Meeting Action Items Extractor Extract action items from meeting transcripts and create tasks in your project tool | Extract action items from meeting transcripts and create tasks in your project tool | Fireflies, AssemblyAI, Needle AI Agent, +2 | Medium |
| Email Categorizer Analyze incoming emails and categorize by topic, urgency, or department | Analyze incoming emails and categorize by topic, urgency, or department | Gmail, Needle AI Agent, Google Sheets, +1 | Easy |
| Form Response Analyzer Analyze form responses to extract insights, sentiment, and key themes | Analyze form responses to extract insights, sentiment, and key themes | Typeform, Google Forms, Needle AI Agent, +1 | Easy |
| Document Summarizer Automatically summarize long documents and send key points to Slack | Automatically summarize long documents and send key points to Slack | Google Drive, Needle AI Agent, Slack | Easy |
| Research Paper Analyzer Extract key findings, methodology, and conclusions from research papers | Extract key findings, methodology, and conclusions from research papers | Google Drive, Needle AI Agent, Notion | Easy |
Meetings
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Meeting Transcript Q&A Upload meeting recordings and ask questions about what was discussed | Upload meeting recordings and ask questions about what was discussed | Fireflies, AssemblyAI, Needle AI Agent, +1 | Easy |
| Call Recording Search Search across all sales or support calls to find specific discussions or topics | Search across all sales or support calls to find specific discussions or topics | Fireflies, Needle AI Agent, Slack, +1 | Easy |
| Meeting Decision Logger Extract decisions from meetings and log them to a searchable Notion database | Extract decisions from meetings and log them to a searchable Notion database | Fireflies, Needle AI Agent, Notion | Easy |
| Voice Note Transcriber Transcribe voice notes, extract key points, and save to your knowledge base | Transcribe voice notes, extract key points, and save to your knowledge base | AssemblyAI, Needle AI Agent, Notion, +1 | Easy |
| Podcast Episode Summarizer Transcribe and summarize podcast episodes for your content library | Transcribe and summarize podcast episodes for your content library | AssemblyAI, Needle AI Agent, Notion, +1 | Easy |
Engineering
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Codebase Documentation Search Search through code comments, READMEs, and docs to understand codebases | Search through code comments, READMEs, and docs to understand codebases | GitHub, Needle AI Agent, Slack | Easy |
| Stack Overflow for Your Codebase Enable developers to ask questions about your internal codebase and get AI answers | Enable developers to ask questions about your internal codebase and get AI answers | GitHub, Needle AI Agent, Slack | Easy |
| PR Context Finder When reviewing PRs, search related issues, docs, and past discussions for context | When reviewing PRs, search related issues, docs, and past discussions for context | GitHub, Linear, Needle AI Agent, +1 | Easy |
| Incident Postmortem Search Search past incident reports to find relevant solutions when issues occur | Search past incident reports to find relevant solutions when issues occur | Notion, Google Drive, Needle AI Agent, +1 | Easy |
| Architecture Decision Search Search ADRs and technical decisions to understand why things were built a certain way | Search ADRs and technical decisions to understand why things were built a certain way | GitHub, Notion, Needle AI Agent, +1 | Easy |
| Release Notes Generator Generate release notes by analyzing merged PRs and commit messages | Generate release notes by analyzing merged PRs and commit messages | GitHub, Needle AI Agent, Slack, +1 | Easy |
| Issue Duplicate Finder When new issues are created, search for existing similar issues to prevent duplicates | When new issues are created, search for existing similar issues to prevent duplicates | GitHub, Linear, Jira, +1 | Easy |
| Dependency Documentation Search through docs of your dependencies to answer integration questions | Search through docs of your dependencies to answer integration questions | HTTP Node, Needle AI Agent, Slack | Medium |
HR
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| HR Policy Q&A Bot Let employees ask questions about HR policies and get accurate, sourced answers | Let employees ask questions about HR policies and get accurate, sourced answers | Google Drive, Needle AI Agent, Slack | Easy |
| Benefits Information Search Enable employees to search benefits documentation and get clear answers | Enable employees to search benefits documentation and get clear answers | Google Drive, Needle AI Agent, Slack | Easy |
| Interview Question Bank Search and find relevant interview questions based on role and skills | Search and find relevant interview questions based on role and skills | Google Sheets, Notion, Needle AI Agent, +1 | Easy |
| Employee Handbook Search Make your employee handbook searchable via natural language queries | Make your employee handbook searchable via natural language queries | Google Drive, Needle AI Agent, Slack | Easy |
| Performance Review Insights Analyze performance reviews to identify trends and development opportunities | Analyze performance reviews to identify trends and development opportunities | Google Drive, Needle AI Agent, Google Sheets | Easy |
Marketing
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Brand Guidelines Search Enable team to search brand guidelines and get answers about voice, colors, and usage | Enable team to search brand guidelines and get answers about voice, colors, and usage | Google Drive, Notion, Needle AI Agent, +1 | Easy |
| Content Library Search Search your content library to find and repurpose existing blog posts and assets | Search your content library to find and repurpose existing blog posts and assets | Google Drive, WordPress, Needle AI Agent | Easy |
| Social Mentions Analyzer Analyze social mentions to understand sentiment and extract key themes | Analyze social mentions to understand sentiment and extract key themes | Twitter, Reddit, Needle AI Agent, +1 | Easy |
| Campaign Asset Finder Search past campaigns to find reusable assets, copy, and creative | Search past campaigns to find reusable assets, copy, and creative | Google Drive, Needle AI Agent, Slack | Easy |
| Competitor Content Analyzer Analyze competitor content to identify gaps and opportunities | Analyze competitor content to identify gaps and opportunities | HTTP Node, Needle AI Agent, Notion | Medium |
| Email Template Finder Search past email campaigns to find templates and copy that performed well | Search past email campaigns to find templates and copy that performed well | HubSpot, Needle AI Agent, Slack | Easy |
Finance
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Expense Policy Search Let employees search expense policies to understand what's reimbursable | Let employees search expense policies to understand what's reimbursable | Google Drive, Needle AI Agent, Slack | Easy |
| Vendor Contract Search Search vendor contracts to find terms, pricing, and renewal dates | Search vendor contracts to find terms, pricing, and renewal dates | Google Drive, DocuSign, Needle AI Agent | Easy |
| Budget Document Search Search budget documents and financial reports for specific line items or trends | Search budget documents and financial reports for specific line items or trends | Google Drive, Google Sheets, Needle AI Agent | Easy |
| Procurement Guidelines Bot Answer questions about procurement process and approval workflows | Answer questions about procurement process and approval workflows | Google Drive, Needle AI Agent, Slack | Easy |
Project Management
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Project Documentation Search Search across project docs to find requirements, decisions, and status updates | Search across project docs to find requirements, decisions, and status updates | Notion, Google Drive, Needle AI Agent, +1 | Easy |
| Task Context Finder When working on tasks, search related docs and past discussions for context | When working on tasks, search related docs and past discussions for context | Linear, Asana, Needle AI Agent, +1 | Easy |
| Sprint Planning Assistant Search past sprint retrospectives and velocity data to inform planning | Search past sprint retrospectives and velocity data to inform planning | Linear, Jira, Needle AI Agent, +1 | Easy |
| Stakeholder Updates Generator Generate stakeholder updates by analyzing project docs and task status | Generate stakeholder updates by analyzing project docs and task status | Linear, Notion, Needle AI Agent, +2 | Medium |
Research
| Name | Description | Connectors | Difficulty |
|---|---|---|---|
| Market Research Hub Build a searchable repository of market research reports and competitor analysis | Build a searchable repository of market research reports and competitor analysis | Google Drive, Needle AI Agent, Slack | Easy |
| Industry News Analyzer Analyze industry news and extract key trends and insights | Analyze industry news and extract key trends and insights | HTTP Node, Needle AI Agent, Slack, +1 | Medium |
| User Research Repository Search across user interviews and research to find insights by topic | Search across user interviews and research to find insights by topic | Google Drive, Notion, Needle AI Agent | Easy |
| Competitive Intelligence Search Build a searchable database of competitive intelligence and analysis | Build a searchable database of competitive intelligence and analysis | Google Drive, Notion, Needle AI Agent, +1 | Easy |
