AI & RAG
Draft and Route RFP Answers to the Right Policy Owners
An agent answers each security questionnaire question from the approved corpus, then routes low-confidence or owner-specific questions to the responsible team via Outlook…
How it runs
The automated pipeline, trigger to output.
- TriggerOperator starts agent run with questionnaire
- ActionRetrieve grounded answers from policy corpusDropbox
- LogicRoute owner-specific vs confident answers
- ActionEmail owner questions to responsible teamOutlook
- ActionMerge expert and auto answers with footnotesOpenAI
- OutputDeliver consolidated response for sign-off
What it does
Runs the questionnaire as an agent-driven workflow: it answers what it can from the approved corpus, but recognizes questions that need a named owner (legal, infra, HR security) and routes those for expert input, then stitches everything back into one reviewed response.
When to use it
Use it for large, cross-functional questionnaires where no single person can answer everything and answers must be authoritative. Ideal when policy ownership is distributed and you want grounded drafts plus targeted human escalation rather than a single bulk draft.
How it works
- 1An operator kicks off the run with the questionnaire attached.
- 2The agent retrieves grounded answers from the approved policy corpus for each question.
- 3A routing decision separates confidently answered questions from those needing a specific owner.
- 4Owner-specific questions are emailed to the responsible team through Outlook with context and the draft attempt.
- 5Returned expert answers are merged with the auto-drafted ones, each carrying a source footnote.
- 6The consolidated, footnoted response is delivered back to the operator for final sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OutlookMail, calendar, contacts.
- 3Connect OpenAIModels, embeddings, files.
- 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.
More AI & RAG workflows
Publish a Grounded API FAQ Page to Confluence Weekly
Each week, clusters the top unanswered or repeated API questions, generates spec-grounded answers with citations.
Detect Breaking API Changes from Spec Diffs and Alert Owners
Compares the new OpenAPI spec against the previous version on each GitLab merge, uses retrieval over the changelog to classify whether changes are breaking.
Pre-meeting prep brief grounded in Coda and CRM
Before each booked sales meeting, builds a one-page prep brief by combining the account's HubSpot context with grounded talking points and objection responses pulled from your…
Coda-grounded sales answer bot with citations in Slack
Reps ask product, pricing, or competitive questions in Slack and get an answer drawn only from your Coda knowledge hub, with links to the exact docs and rows it pulled from.
Weekly knowledge-gap digest from unanswered rep questions
Each week, scans rep questions the answer bot couldn't ground in Coda, clusters the recurring gaps.
RFP and security questionnaire drafter grounded in Coda
Drafts answers to inbound RFP and security questionnaire questions by retrieving approved language from your Coda hub, then files the cited draft for review before a rep sends it.
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.