AI & RAG
Answer RFP Security Questionnaires from Your Dropbox Policy Corpus
When a security questionnaire spreadsheet lands in a watched Dropbox folder, drafts an answer for each question by retrieving from your approved policy documents and writes…
How it runs
The automated pipeline, trigger to output.
- TriggerNew questionnaire file in watched Dropbox folderDropbox
- ActionParse spreadsheet into individual questions
- ActionRetrieve matching passages from approved policy corpusDropbox
- ActionDraft grounded answer per questionOpenAI
- LogicAppend provenance footnote or flag unsupported
- OutputWrite answers and footnotes back to Dropbox copyDropbox
What it does
Turns a blank vendor security questionnaire into a fully drafted response grounded in your own approved policies. Every answer carries a footnote pointing to the exact policy document and section it came from, so reviewers can verify provenance instead of trusting a black box.
When to use it
Use it when prospects send recurring SIG, CAIQ, or custom security questionnaires as a spreadsheet and your team retypes the same answers from a policy library that lives in Dropbox. Best when your approved corpus is stable and you want a reviewable first draft, not auto-send.
How it works
- 1A new questionnaire file in the watched Dropbox folder triggers the run.
- 2The questionnaire rows are parsed into individual questions.
- 3Each question is embedded and matched against indexed chunks of your approved policy corpus in Dropbox.
- 4The model drafts an answer constrained to the retrieved passages, refusing to invent claims when no source supports them.
- 5A provenance footnote (document name plus section) is appended to each answer.
- 6The completed answers and footnotes are written back to a copy of the spreadsheet in Dropbox for human sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 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.
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.