AI & RAG
Agent that assembles a full RFP response package for review
On request, an agent reads the whole RFP, plans coverage across products and policy areas, retrieves and drafts answers section by section.
How it runs
The automated pipeline, trigger to output.
- TriggerTeam member submits RFP to the agent
- ActionIngest RFP and build coverage planOpenAI
- ActionRetrieve sources and draft each sectionOpenAI
- LogicMark unresolved gaps for SME review
- OutputAssemble formatted response package in DriveGoogle Drive
What it does
Handles a complete RFP end to end as an agent-driven task rather than a fixed pipeline. It reads the entire RFP, builds a coverage plan by section and topic, retrieves the right policies and prior answers for each, drafts every section grounded in those sources, resolves gaps by re-querying the corpus, and compiles a single formatted response package ready for final human sign-off.
When to use it
Use this for large, multi-section RFPs where questions interrelate and a per-question pipeline would miss context. Best when you want one cohesive document — executive summary, technical, security, commercial — assembled in your colony's voice.
How it works
- 1A team member submits an RFP and kicks off the agent run.
- 2The agent ingests the RFP and produces a section-by-section coverage plan.
- 3For each section it retrieves matching policy and past-answer sources from the corpus.
- 4It drafts each section, re-querying the corpus to close any gaps it identifies.
- 5A review gate marks unresolved gaps for an SME instead of inventing content.
- 6The agent compiles a formatted, cited response package into Google Drive for sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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.