AI AGENTS
Webhook RFP Instant Screen to Airtable
Accepts an inbound opportunity via webhook from your intake form or portal, runs an instant eligibility screen against the capability profile.
How it runs
The automated pipeline, trigger to output.
- TriggerInbound webhook delivers opportunity payloadHTTP webhook
- ActionNormalize payload into structured fieldsOpenAI
- ActionScore eligibility against capability profileOpenAI
- LogicSet verdict and check alert threshold
- ActionWrite scored go/no-go row to AirtableAirtable
- OutputSlack alert capture lead on strong matchesSlack
What it does
This workflow gives your opportunity intake a programmatic front door. Any system — a website form, a vendor portal scraper, or a partner feed — can POST an opportunity and immediately get it screened. The result is recorded as a structured Airtable row, and only high-fit opportunities trigger a real-time Slack ping so the team isn't alerted on noise.
When to use it
Use it when opportunities reach you through software rather than email, and you want a normalized, scored pipeline record for every single one. Ideal for teams running their own intake form or an automated portal-monitoring tool upstream.
How it works
- 1An inbound webhook delivers the opportunity payload and triggers the run.
- 2The model normalizes the payload into issuer, scope, requirements, and due date.
- 3It scores eligibility against your stored capability profile and assigns a fit grade.
- 4A logic gate decides the verdict and whether the score clears the alert threshold.
- 5The scored go/no-go record is written as a row in the opportunities Airtable base.
- 6If the fit is strong, a Slack message alerts the capture lead to act now.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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