Workflows

Build a Tax and Financial Assistant with AI

Explore this Workflow. Built for next generation AI app & agent building.

This rantir workflow builds another example of creating a knowledgebase assistant, but demonstrates how a more deliberate and targeted approach to ingesting the data can produce much better results for your chatbot.

In this example, a government tax code policy document is used. While we could split the document into chunks by content length, we often lose the context of chapters and sections, which may be required by the user.

Our approach is to first split the document into chapters and sections before importing it into our vector store. Additionally, using metadata correctly is key to allow filtering and scoped queries.

Example

Human: "Tell me about what the tax code says about cargo for international commerce?"

AI: "Section 11.25 of the Texas Property Tax Code pertains to 'MARINE CARGO CONTAINERS USED EXCLUSIVELY IN INTERNATIONAL COMMERCE.' In this section, a person who is a citizen of a foreign country or an entity..."

How it works

     
  • The tax code policy document is downloaded as a zip file from the government website, and its pages are extracted as separate chapters.
  •  
  • Each chapter is then parsed and split into its sections using data manipulation expressions.
  •  
  • Each section is inserted into our Qdrant vector store, tagged with its source, chapter, and section numbers as metadata.
  •  
  • When our AI Agent needs to retrieve data from our vector store, we use a custom workflow tool to perform the query to Qdrant.
  •  
  • Because we're relying on Qdrant's advanced filtering capabilities, we perform the search using the Qdrant API rather than the Qdrant node.
  •  
  • When the AI Agent needs to pull full wording or extracts, we can use Qdrant's scroll API and metadata filtering to do so. This makes Qdrant behave like a key-value store for our document.

Requirements

     
  • A Qdrant instance is required for the vector store and specifically for its filtering functionality.
  •  
  • Mistral.ai account for Embeddings and AI models.

Customising this workflow

Depending on your use case, consider returning actual PDF pages (or links) to the user for extra confirmation and to build trust.

Not using Mistral? You can replace it, but make sure to match the distance and dimension size of the Qdrant collection to your chosen embedding model.

Workflow Elements
HTTP Request
Edit Fields (Set)
Loop Over Items (Split in Batches)
Switch
Compression
Wait
Sticky Note
Execute Workflow Trigger
Manual Trigger
Filter
AI Agent
OpenAI Chat Model
Window Buffer Memory (easiest)
Recursive Character Text Splitter
Call rantir Workflow Tool
Extract from File
Split Out
Default Data Loader
Embeddings Mistral Cloud
Chat Trigger
Qdrant Vector Store

Other workflows like this one

Your connected stack awaits to automate AI workflows with 24-7 uptime performance and engagement

Actioning Your Meeting Next Steps using Transcripts and AI

HTTP Request
Edit Fields (Set)
Google Drive
Switch
Google Calendar

Breakdown Documents into Study Notes using Templating MistralAI and Qdrant

Merge
Edit Fields (Set)
Loop Over Items (Split in Batches)
Switch
Wait

Build a Tax and Financial Assistant with AI

HTTP Request
Edit Fields (Set)
Loop Over Items (Split in Batches)
Switch
Compression

Building Chatbot for Movie Recommendations

GitHub
HTTP Request
Merge
Edit Fields (Set)
Sticky Note

WordPress or Webflow AI Chatbot with Rantir and OpenAI

HTTP Request
Merge
Postgres
Edit Fields (Set)
Loop Over Items (Split in Batches)

AI-powered WooCommerce Support-Agent

HTTP Request
If
Merge
Edit Fields (Set)
Webhook
Average ROI

401%

In ROI when switching to Rantir for automating their website, operations & integrations with AI.
average cost savings

+$128K

In Average savings from SaaS subscriptions, annually, and 2 optimized employee positions
startups Funding

$2.3B

Over $2 Billion dollars have been raised by our startup clients using Rantir for Services & Software.

They love working with Rantir

12x Signups for
Virtual Events

"I highly recommend Rantir, they are a great dev team with quick turn around on all projects and requests. We recently worked with them on updating our website and any changes, updates or modifications I needed were always taken care of quickly!"

Paige J.
Design Exp. Director

4X in Traffic

"The team at Rantir has lived up to every definition of the word "partner". They're adaptive, fast, and flexible (all the things you'd hope for). We're so thrilled with what we've accomplished so far and look forward to working alongside them in the future."

Kate W.
Marketing Director, Scoop

188% More Signups

"Working with the Rantir team was a pleasure. They guided us through the whole process from design to implementation, creating a great site on a tight deadline. They were responsive and adaptable throughout, and we'd be happy to work with them again in the future."

Garath W.
Growth Manager

Acquisition & Merger

"Working with the Rantir team early on made combined design and development with early conversations to implement AI within Onder. We were happy to work together to help bring no-code, with code and AI."

David K.
Head of Product

Over 700+ Talent and Rantir Partners to help you get started. Including Us.

Hire us for customization & AI development.  

Graphic.
AI No-Coder
Tayler F.
I generate beautiful, connected, landers with AI No Code software
Generative AI Art & Video
Avatar Placeholder
Malika V.
I onboard you to Flux, Midjourney & Synthesia or HeyGen
AI Marketing Flows
Avatar Placeholder
Bruno F.
I teach AI Marking & automated outreach
Generative software engineer
Avatar Placeholder
Christian B.
I help you onboard Cursor or Rantir with generating code

Join the Rantir Community around the world

Map.

AI Agents are the new Apps. Websites are the new Software.

Rantir University for learning how to build powerful AI Agents & Software you own.

Graphic.