AI & RAG
Draft RFP answers from your policy + past-answer corpus
When a new RFP document lands in Google Drive, retrieves matching policies and previously approved answers.
How it runs
The automated pipeline, trigger to output.
- TriggerNew RFP file in Drive intake folderGoogle Drive
- ActionParse document and split into questions
- ActionRetrieve matching past answers + policiesOpenAI
- LogicFlag questions with no confident match as needs-SME
- ActionDraft grounded answer per question with citationsOpenAI
- OutputCreate reviewable answer doc in NotionNotion
What it does
Turns a freshly uploaded RFP into a ready-to-edit answer draft. Each question is matched against your curated corpus of approved past answers and policy documents, and an LLM writes a grounded response that cites which source it drew from. Nothing is sent to the customer automatically — a reviewer gets a clean Notion doc to approve or edit.
When to use it
Use this when sales or pre-sales receives RFPs as files (Word, PDF, spreadsheet) and your team currently re-answers the same questions by hand. Best when you maintain a trusted library of prior answers and want consistency without copy-paste.
How it works
- 1A new file dropped into the RFP intake folder in Google Drive triggers the run.
- 2The file is parsed and split into discrete questions.
- 3Each question is embedded and used to retrieve the top matching past answers and policy snippets from your corpus.
- 4An LLM drafts an answer per question, grounded only in retrieved sources, flagging any question with no good match as 'needs SME'.
- 5A structured Notion review doc is created with question, draft answer, cited sources, and a confidence label for a human to approve.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 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.
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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.