AI AGENTS
On-Demand RFP Eligibility Second Opinion
A chat-triggered agent that takes a pasted opportunity or a link, reads it, checks it against your capability profile.
How it runs
The automated pipeline, trigger to output.
- TriggerChat message with opportunity text or link
- ActionFetch and read linked page if a URL givenFirecrawl
- ActionExtract requirements and compare to profileOpenAI
- LogicForm recommendation and confidence level
- OutputReply with go/no-go memo and stay for Q&AOpenAI
What it does
This workflow is an on-demand sounding board for a capture lead deciding whether to pursue an opportunity. You paste an RFP summary, requirements list, or a public link into chat, and the agent reads it, weighs it against your capability profile, and returns a go/no-go memo. Because it is conversational, you can push back, ask about a specific requirement, or test an assumption before anyone writes a word of proposal.
When to use it
Use it for the judgment-call opportunities that don't fit a rule, when you want a fast, defensible second opinion rather than an automated verdict. Best right before a bid/no-bid meeting.
How it works
- 1A chat message with the opportunity text or link triggers the agent.
- 2If a link is provided, the agent fetches and reads the page content.
- 3It extracts mandatory requirements, set-aside conditions, and the deadline.
- 4It compares them to your capability profile and reasons through fit, gaps, and disqualifiers.
- 5A logic step forms the recommendation and confidence level.
- 6The agent replies in chat with a go/no-go memo, then stays available for follow-up questions and to revise the call.
Set it up
What you configure once, before turning it on.
- 1Connect FirecrawlCrawl, scrape, structured extract.
- 2Connect OpenAIModels, embeddings, files.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.