Workflow overview
Why this workflow matters
Improves internal consulting operations and productivity. Relevant for managed services and support workflows.
This workflow automates the creation, assignment, tracking, and monitoring of tasks (issues) inside a Paperclip system using AI and external integrations. View this Youtube Video Tutorial to setup your Paperclip instance for FREE and get API Key (subtitles in English). โ Key Advantages 1. โ Full Automation of Task Lifecycle The workflow handles everything: Task intake โ assignment โ tracking โ completion notification No manual intervention is required. 2. โ AI-Powered Task Assignment Using an LLM: Tasks are assigned intelligently based on context Reduces human decision-making errors Scales easily with more agents 3. โ Centralized Tracking with Google Sheets Acts as a lightweight database Easy to audit, monitor, and share Provides historical tracking of tasks 4. โ Real-Time Monitoring & Alerts Scheduled checks ensure tasks are constantly monitored Instant email notifications when tasks are completed Improves responsiveness and visibility 5. โ Modular & Scalable Architecture Each block (Webhook, AI, API, Sheets, Email) is independent Easy to extend (e.g., Slack alerts, dashboards, analytics) Can integrate with other systems without redesigning everything 6. โ Efficient Resource Utilization Batch processing (Split in Batches) avoids overload Scheduled execution reduces unnecessary API calls 7. โ Seamless API Integration Connects Paperclip, OpenAI, Google Sheets, and Gmail Demonstrates strong interoperability across services How it works This workflow automates the assignment and tracking of issues/tasks to AI agents (called "Paperclip agents") and monitors their completion. Two main flows: Issue creation WF (triggered via Webhook or Manual): Receives a task with title and issue via webhook Fetches the company ID from the Paperclip API Retrieves all available Paperclip agents for that company Normalizes agent data (id, name, title) Uses GPT-5-mini to intelligently assign the task to the most appropriate agent Creates a new issue in Paperclip with the assigned agent Logs the issue to a Google Sheet with metadata (date, ID, title, issue, assigned agent) Completion monitoring WF (runs every 10 minutes via Schedule Trigger): Fetches all open issues (where COMPLETED column is empty) from Google Sheets Loops through each open issue Checks the current status of each issue in Paperclip API If status is "completed", sends a Gmail alert and updates the COMPLETED column in Sheets with the completion timestamp Set up steps API Credentials: Configure httpBearerAuth credentialwith your Paperclip API key Set up openAiApi credential Configure gmailOAuth2 credential for sending completion alerts Set up googleSheetsOAuth2Api credential for Sheets access Google Sheets Setup: Clone this Sheet Sheet must contain columns: DATE, TITLE, ISSUE, ASSIGN, ID, COMPLETED Share the sheet with the service account or OAuth account used in credentials Paperclip API Configuration: Replace all https://paperclip.xxx.xxx URLs with your actual Paperclip instance URL Verify the /api/agents/me, /api/companies/{id}/agents, and /api/issues/{id} endpoints are accessible Workflow Settings: Webhook path is auto-generated โ copy this for external calls Update the Gmail recipient from xxx@xxx.xxx to your target email address Adjust schedule trigger interval (currently 10 minutes) as needed Testing: Activate the workflow Use the Manual Trigger or send a POST request to the webhook URL with payload containing title and issue fields Monitor execution logs to verify agent assignment and issue creation ๐ Subscribe to my new YouTube channel. Here Iโll share videos and Shorts with practical tutorials and FREE templates for AlekSystem. Need help customizing? Contact me for consulting and support or add me on Linkedin.
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