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RAG + AI Knowledge Automation

RAG Knowledge & Lead Management Assistant

A RAG-powered assistant that learns from business documents stored in Google Drive, answers questions using retrieved context, and connects lead intake to Asana and email notifications.

n8nGoogle DriveOpenAIRAGAsanaEmailAPIs

Knowledge Assistant

Grounded answers

RAG

Live activity

240

Documents

100%

Grounded

Auto

Leads

n8n
Google Drive
OpenAI / LLM
RAG
Asana
Email / APIs

Section 01

The Problem

Knowledge is scattered

Policies, pricing and product details live across dozens of documents nobody can search quickly.

Answers take too long

Every question means opening files and hunting for the right paragraph by hand.

Leads handled manually

Incoming enquiries are copied between forms, task boards and inboxes one by one.

Disconnected systems

Knowledge, lead capture and follow-up all sit in separate tools with no shared flow.

Section 02

The Solution

Google Drive Ingestion

Business documents are pulled in and kept in sync automatically.

RAG-Powered Chatbot

A conversational assistant that answers from your own material.

Context-Based Answers

Retrieved passages ground every response instead of guesswork.

Lead Intake Form

Structured capture of new enquiries directly inside the flow.

Automatic Asana Tasks

Every lead becomes a task with the full context attached.

Email Notifications

The right person is alerted the moment a lead arrives.

Section 03

How It Works

Drive DocumentsStep 1
Document ProcessingStep 2
Embeddings / Knowledge BaseStep 3
RAG ChatbotStep 4
User QuestionStep 5
Contextual AnswerStep 6
Lead Form → n8nStep 7
Asana + EmailStep 8

Section 04

System Architecture

Google Drive

Source of every business document

n8n

Orchestrates ingestion, retrieval and routing

LLM / Embeddings

Turns documents into searchable meaning

Vector Knowledge Store

Retrievable chunks of company knowledge

RAG Assistant

Answers questions with retrieved context

Lead workflow branch

The lead form runs through the same n8n layer — creating an Asana task and firing an email notification so no enquiry sits unattended.

Lead formAsana taskEmail alert

Section 05

Tech Stack

n8n

Workflow orchestration

Google Drive

Document source and sync

OpenAI / LLM

Reasoning and embeddings

RAG

Retrieval-augmented answering

Asana

Task and lead tracking

Email / APIs

Notifications and integrations

Section 06

What This Project Demonstrates

RAG Systems

Retrieval pipelines that keep answers grounded.

Document Automation

Turning static files into usable knowledge.

AI Assistants

Conversational interfaces built on real data.

Workflow Orchestration

Connected steps across multiple tools.

Let's build

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