DOCUMENT OPS
RFP Compliance Matrix Builder with Coverage Check
Parses a Discord-submitted RFP into a compliance matrix in Airtable, then cross-checks each requirement against your past-proposal library to flag gaps.
How it runs
The automated pipeline, trigger to output.
- TriggerNew Discord RFP attachmentDiscord
- ActionAgent extracts and normalizes requirementsOpenAI
- LogicMatch each requirement to prior answers, classify coverage
- ActionWrite compliance matrix rows to AirtableAirtable
- OutputPost gap summary to DiscordDiscord
What it does
Builds a full compliance matrix from an incoming RFP and tells you which requirements you can already answer from prior work versus which ones have no existing coverage. This is the agent-driven version that reasons across your proposal history.
When to use it
Use it when you respond to structured RFPs that demand a compliance matrix and you want to reuse boilerplate from past wins. Best when your team maintains a searchable library of prior answers and wants gaps surfaced before the kickoff meeting.
How it works
- 1An RFP document posted to Discord triggers the agent.
- 2The agent extracts every requirement and normalizes it into matrix rows: ID, requirement, section, and compliance type.
- 3For each requirement it searches your prior-proposal library to find a reusable answer and assesses coverage.
- 4Each row is written to Airtable with a coverage status of Covered, Partial, or Gap plus a link to the source answer when found.
- 5The agent posts a Discord summary highlighting the count of gaps that need net-new writing.
Set it up
What you configure once, before turning it on.
- 1Connect DiscordCommunity channels + voice + bots.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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14-day trial. No DevOps. No Sales call. Provisioned in under a minute.