AI AGENTS
Webhook-to-RFP Vendor Shortlist Document in Google Drive
A webhook with an RFP brief kicks off an agent that researches qualifying vendors, builds a scored shortlist matrix, and saves a formatted decision document to Google Drive.
How it runs
The automated pipeline, trigger to output.
- TriggerWebhook delivers an RFP briefHTTP webhook
- LogicParse requirements into scored criteria
- ActionFan out research across Exa and BraveExa
- ActionScore vendors and draft a sourced recommendationOpenAI
- LogicTrim to the top shortlist
- OutputSave a formatted decision doc to Google DriveGoogle Drive
What it does
An external system posts an RFP brief to a webhook. The agent parses the requirements, researches vendors that could respond, scores them into a shortlist matrix with sourced evidence, and generates a formatted decision document — recommendation, matrix, and rationale — saved to a Google Drive folder ready to circulate.
When to use it
When RFP briefs originate in another tool (a form, a portal, a ticketing system) and you want an instant, sourced shortlist document without manual research. Best for teams that run formal sourcing and need an auditable artifact.
How it works
- 1An incoming webhook delivers the RFP brief and requirements.
- 2The agent parses requirements into scored criteria and a candidate list.
- 3It fans out research across Exa and Brave Search to qualify vendors.
- 4An OpenAI step scores each vendor, drafts a recommendation, and cites sources.
- 5A filter trims the field to the top shortlist.
- 6The agent writes a formatted decision document to a Google Drive folder.
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 Brave SearchWeb, news, image, video search.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect Google DriveDocs, sheets, slides, files.
- 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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