AI AGENTS
Buying Brief Email to Shortlist Doc in Drive
When a buying brief arrives by email, an agent researches the market and produces a polished narrative shortlist document in Google Drive, then replies to the sender with the link.
How it runs
The automated pipeline, trigger to output.
- TriggerBuying-brief email received in GmailGmail
- LogicExtract need, constraints, and criteria from email
- ActionResearch and vet vendors with ExaExa
- ActionDraft narrative shortlist report with OpenAIOpenAI
- ActionCreate formatted document in Google DriveGoogle Drive
- OutputReply to sender with document linkGmail
What it does
Converts an inbound buying-brief email into a finished, shareable shortlist document. The agent reads the brief from the email body, researches the vendor landscape, and writes a narrative report, executive summary, three to five ranked vendors with pros and cons, and a recommendation, saved as a Google Doc. The sender gets an email back with the link.
When to use it
Use it when stakeholders send buying needs over email and expect a written deliverable they can forward to a committee. It meets requesters where they already work and returns something presentation-ready.
How it works
- 1A buying-brief email lands in the watched Gmail inbox.
- 2The agent extracts the need, constraints, and criteria from the email body.
- 3It runs Exa research to discover and vet candidate vendors with sources.
- 4An OpenAI pass drafts the full narrative shortlist report.
- 5The report is created as a formatted document in Google Drive.
- 6The agent replies to the original sender with the document link.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ExaNeural search across the web.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect Google DriveDocs, sheets, slides, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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