AI & RAG
Weekly Batch-Answer Queued RFP Questionnaires with a Digest
On a weekly schedule, drafts grounded answers for every questionnaire queued in Dropbox, writes each completed response back, and emails a digest of progress, coverage, and gaps…
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule starts batch run
- ActionCollect pending questionnaires from Dropbox intakeDropbox
- ActionRetrieve and draft footnoted answers per questionOpenAI
- ActionWrite completed responses to per-deal foldersDropbox
- LogicTally coverage and outstanding gaps
- OutputEmail progress digest via OutlookOutlook
What it does
Processes a backlog instead of one questionnaire at a time. On a set schedule it sweeps a Dropbox intake folder, drafts footnoted answers from the approved corpus for each pending questionnaire, and sends a single digest summarizing what got answered, what's confident, and what still has gaps.
When to use it
Use it when questionnaires arrive faster than they can be handled one by one and you want a predictable weekly turnaround. Good for proposal teams that batch RFP work and need a status snapshot for leadership each cycle.
How it works
- 1A weekly schedule starts the batch run.
- 2All pending questionnaires in the Dropbox intake folder are collected.
- 3For each questionnaire, every question is retrieved against the approved policy corpus.
- 4The model drafts answers with source footnotes and marks low-confidence items.
- 5Each completed response is written back to a per-deal Dropbox folder.
- 6A digest of counts, coverage rates, and outstanding gaps is emailed to the team via Outlook.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect OutlookMail, calendar, contacts.
- 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.