AI AGENTS
Grant RFP Document to Eligibility Verdict
When a funder RFP document lands in a Drive folder, an agent extracts its eligibility rules, checks them against your org profile.
How it runs
The automated pipeline, trigger to output.
- TriggerNew RFP file in Drive folderGoogle Drive
- ActionRead document and extract criteriaGoogle Drive
- ActionMap criteria to profile with OpenAIOpenAI
- LogicRoll up to go / no-go verdict
- OutputFile verdict to NotionNotion
What it does
Reads a funder's full RFP or solicitation document, pulls out the binding eligibility criteria, and renders an honest go / no-go decision for your organization with the disqualifiers spelled out. Removes the tedious close-read every new RFP demands.
When to use it
When funders send long PDFs and someone has to read the fine print to decide whether applying is even allowed. Run it the moment a document is dropped into the intake folder.
How it works
- 1A new file in a watched Google Drive folder triggers the run.
- 2The agent reads the document content and extracts the structured eligibility criteria.
- 3OpenAI maps each criterion against the org profile and determines pass, fail, or unclear per requirement.
- 4A logic step rolls the per-criterion results into a single go / no-go verdict.
- 5The verdict, with criterion-by-criterion reasoning and any blockers, is written to a Notion page for the team.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.