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Manager_Copilot

An interactive, role-aware onboarding checklist generator. It pulls content from your own webpages, stores it in Chroma (vector DB), and—using a Retrieval-Augmented Generation (RAG) chain—creates a manager-facing checklist you can check off right inside a Jupyter notebook. When everything’s done, you get a tasteful 🎉 completion banner.

🛠️ Features

  1. Role / level aware retrieval (IT, HR, Finance; Junior/Specialist/Senior; hire type).
  2. Grounded answers: pulls only from your indexed URLs (no “model memory”).
  3. Interactive UI (ipywidgets): checkboxes, live progress, add/edit/remove items.
  4. Completion celebration when all tasks are checked off.
  5. References: show which URLs informed the checklist.

🚀 Prerequisites

To run this starter code, you will need:

  • Python 3.9+
  • JupyterLab / Notebook
  • Packages (minimal):
pip install langchain langchain-community langchain-openai \
           chromadb tiktoken ipywidgets pydantic
  • An OpenAI API key:
export OPENAI_API_KEY=sk-...

If your pages are JS-heavy, also install Playwright and switch the loader:

pip install playwright && playwright install

🧑‍🏫 How to Work with it?

  1. Index your URLs (one-time or when content changes) Run build_index.py file. Create your Chroma collection. Note the dept tag and urls of your choice.

  2. Run the interactive checklist UI Run onboarding_assistant.py file. Pick a Role, Level, and Hire type, enter a brief Task (e.g., “Onboard a new employee in Espoo (30 days)”), then click Generate Checklist—the app retrieves relevant policy chunks from your Chroma index and uses RAG with OpenAI to produce a role-aware checklist. You’ll get an interactive list you can check off, edit inline, and add/delete items from, with a live progress bar and a small celebration when everything’s complete. Because it’s grounded in your indexed pages, the output reflects your policies—not the model’s guesses.

📝 Acknowledgments

Built with LangChain, Chroma, OpenAI, and ipywidgets.

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