AI & RAG
Intake inbound RFP requests from email and link them to the deal in Salesforce
Watches a shared inbox for inbound RFP and security-questionnaire emails, classifies them, attaches the document to the matching Salesforce opportunity.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email in shared RFP inboxGmail
- ActionClassify email and extract companyOpenAI
- LogicMatch sender to open opportunity
- ActionLog attachment to Salesforce opportunitySalesforce
- OutputSeed Airtable answering queueAirtable
What it does
Closes the gap between an RFP hitting an inbox and work actually starting. It detects inbound questionnaire emails, matches the sender to an open opportunity, files the attached document against that deal in Salesforce, and seeds the answering pipeline so nothing sits unrouted.
When to use it
Use it when security questionnaires arrive by email to a shared sales or security alias and routinely stall because no one logs them against the right deal. Best for teams running RFP intake through a CRM.
How it works
- 1A new email arrives in the monitored Gmail inbox and triggers the run.
- 2OpenAI classifies whether it is a security questionnaire or RFP and extracts the company and contact.
- 3A logic step matches the sender domain to an open Salesforce opportunity; unmatched mail is flagged for manual triage.
- 4The attachment is logged to the matched opportunity with intake metadata.
- 5A row is created in the Airtable answering queue to start drafting, completing the handoff.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SalesforceAccounts, opportunities, cases.
- 4Connect AirtableBases, tables, views, automations.
- 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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Run this workflow in your colony.
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