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).
✅ Key Advantages
1. ✅ Full Automation of Task Lifecycle
The workflow handles everything:
- Task intake → assignment → tracking → completion notification
No manual intervention is required.
2. ✅ 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. ✅ Centralized Tracking with Google Sheets
- Acts as a lightweight database
- Easy to audit, monitor, and share
- Provides historical tracking of tasks
4. ✅ Real-Time Monitoring & Alerts
- Scheduled checks ensure tasks are constantly monitored
- Instant email notifications when tasks are completed
- Improves responsiveness and visibility
5. ✅ 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. ✅ Efficient Resource Utilization
- Batch processing (
Split in Batches) avoids overload
- Scheduled execution reduces unnecessary API calls
7. ✅ 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 – copy this for external calls
- Update the Gmail recipient from
[email protected] 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
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