AI & RAG
Auto-draft RFP security questionnaire answers from your Confluence policy base
When a sales engineer uploads a vendor security questionnaire, this retrieves matching answers from your versioned Confluence policy space and drafts cited responses…
How it runs
The automated pipeline, trigger to output.
- TriggerNew questionnaire file in watched Drive folderGoogle Drive
- ActionParse spreadsheet rows into question list
- ActionRetrieve matching policy pages with version IDsConfluence
- ActionDraft grounded answer per questionOpenAI
- OutputWrite cited drafts to Airtable review queueAirtable
What it does
Turns an incoming security questionnaire spreadsheet into a draft-answered, citation-backed response set without anyone re-typing boilerplate. Every drafted answer links to the exact Confluence policy page and version it came from, so reviewers can trust provenance instead of guessing.
When to use it
Run this whenever a prospect sends a SIG, CAIQ, or custom security questionnaire and your sales engineering team would otherwise hand-copy answers from a wiki. Best when your security policies already live in a maintained Confluence space.
How it works
- 1A questionnaire file lands in a watched Google Drive folder and triggers the run.
- 2Each question row is parsed into a clean list.
- 3For every question, the colony retrieves the top matching Confluence policy pages, capturing page ID and version.
- 4OpenAI drafts a concise answer grounded only in the retrieved passages, refusing to invent unsupported claims.
- 5Each draft, its confidence, and its source citations are written to an Airtable review queue with status "Needs review".
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 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 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.