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Tasks & Project Management

Prioritize Incident Reports in NocoDB with OpenAI

When an incident form is submitted, OpenAI categorizes and prioritizes it, stores it in NocoDB and alerts the team via Slack and email.

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What it does

# Noco Kanban Board with AI Prioritization ## Overview Automated workflow: Noco Kanban Board with AI Prioritization. This workflow integrates 15 different services: stickyNote, formTrigger, scheduleTrigger, agent, outputParserStructured. It contains 33 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 33 - Node Types: 15 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Incident Form: formTrigger - Assign Category: agent - OpenAI Chat Model1: lmChatOpenAi - Structure Output Todoist Ready1: outputParserStructured - Get incident definitions: nocoDb - Sticky Note: stickyNote - Sticky Note1: stickyNote - Insert Incident: nocoDb - Aggregate for AI parsing: aggregate - On schedule or during flow: noOp - ... and 23 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Incident Form
  2. Assign Category
  3. OpenAI Chat Model1
  4. Structure Output Todoist Ready1
  5. Get incident definitions
  6. Insert Incident
  7. Aggregate for AI parsing
  8. On schedule or during flow
  9. When clicking ‘Test workflow’
  10. Task is not picked up after expected response
  11. Send email to client
  12. Check status every day
  13. Send email to asignee
  14. Get Unpicked Tasks

57 steps in total.

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