AI AGENTS
RFP Inbox Go/No-Go Pre-Screener
Watches a shared inbox for inbound RFPs and solicitations, scores each one against your org capability profile.
How it runs
The automated pipeline, trigger to output.
- TriggerNew RFP email arrives in shared inboxGmail
- ActionExtract opportunity details and requirementsOpenAI
- ActionScore requirements against capability profileOpenAI
- LogicHard disqualifier present? Force no-go
- ActionDraft one-page go/no-go memoOpenAI
- OutputPost memo to capture team Slack channelSlack
What it does
This workflow turns a flooded business-development inbox into a triaged decision queue. Every inbound RFP or solicitation email is read, summarized, and scored against your saved capability profile (NAICS codes, certifications, past performance, geography, contract-size band). It returns a structured go/no-go memo so a capture lead spends time only on opportunities you can actually win.
When to use it
Use it when your team receives more solicitations than a human can read carefully, and weak-fit bids are quietly draining proposal hours. Best for agencies, GovCon shops, and services firms with a clear, stable set of eligibility constraints.
How it works
- 1A new email lands in the monitored Gmail inbox and triggers the run.
- 2The agent extracts the opportunity details — issuer, due date, scope, mandatory requirements, set-aside type.
- 3It loads your capability profile and asks the model to compare requirements against capabilities, flagging each as met, gap, or disqualifier.
- 4A logic gate routes the result: any hard disqualifier forces a no-go; otherwise it computes a fit score.
- 5The agent drafts a one-page memo with the recommendation, top three reasons, and open risks.
- 6The memo is posted to the capture team's Slack channel with the original email linked.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.
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