AI AGENTS
RFP Questionnaire Auto-Drafted with Sourced Answers
Upload an RFP or security questionnaire and an agent answers each question by researching your Confluence knowledge base, drafting sourced responses.
How it runs
The automated pipeline, trigger to output.
- TriggerRFP or questionnaire file uploadedGoogle Drive
- ActionExtract and structure questions (OpenAI)OpenAI
- ActionResearch answers in ConfluenceConfluence
- LogicSplit answerable vs. needs-human questions
- ActionDraft sourced responses (OpenAI)OpenAI
- OutputWrite drafts back into the documentGoogle Drive
What it does
Drafts first-pass answers to long vendor RFPs and security questionnaires. The agent parses each question, researches your Confluence knowledge base for the authoritative answer, drafts a response citing the source page, and writes the drafts back into the document, leaving unknowns clearly flagged for a human.
When to use it
When sales engineering or compliance teams face repetitive RFPs and questionnaires whose answers already live in internal docs, and want to cut drafting time while keeping a human in the loop.
How it works
- 1A questionnaire file is uploaded to trigger the flow.
- 2OpenAI extracts and structures the individual questions from the document.
- 3For each question the agent searches Confluence for the supporting source material.
- 4A logic step separates answerable questions from those with no internal source, which are marked "needs human."
- 5OpenAI drafts a response for each answerable item, citing the Confluence page.
- 6The drafted, sourced answers are written back into the document for review and sign-off.
Set it up
What you configure once, before turning it on.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect Google DriveDocs, sheets, slides, files.
- 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.