AI AGENTS
RFP Intake to Researched Shortlist Brief
When a new RFP requirement lands via webhook, an agent researches matching vendors, verifies claims against their live product pages.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook delivers RFP requirements payloadHTTP webhook
- ActionFind candidate vendors and sources (Exa)Exa
- ActionVerify capability claims on live product pagesBrowserbase
- LogicScore vendors vs requirements, draft recommendation (OpenAI)OpenAI
- OutputWrite scored shortlist + recommendation to CodaCoda
What it does
Takes a structured RFP requirement payload and returns a researched, scored shortlist. The agent gathers candidates, verifies each vendor's claims by reading their actual product and docs pages in a browser, and writes a recommendation-ready brief.
When to use it
Use it when an RFP or requirements doc kicks off a formal evaluation and you need a defensible shortlist fast. Best for teams that run repeatable, criteria-driven buying processes.
How it works
- 1An incoming webhook delivers the RFP requirements (must-haves, nice-to-haves, budget).
- 2Exa finds candidate vendors and authoritative sources for each requirement area.
- 3Browserbase opens each candidate's product and docs pages to verify specific capability claims.
- 4OpenAI scores every vendor against the requirements and drafts a recommendation with rationale.
- 5The scored shortlist and recommendation are written to a Coda doc for the buying committee.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ExaNeural search across the web.
- 3Connect BrowserbaseHeadless browsers, sessions, replays.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect CodaDocs, packs, automations.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, 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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