AI AGENTS
Nudge requirement owners on stalled RFP rows
Runs daily across active compliance matrices, finds unanswered or unassigned requirements as the submission deadline nears.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule
- ActionRead active matrices and statuses from AirtableAirtable
- LogicCompute per-owner gaps and deadline risk
- ActionSend each owner a Slack DM of open itemsSlack
- OutputEscalate low-coverage matrices to bid leadSlack
What it does
Each morning it scans active RFP compliance matrices in Airtable for rows that are still blank, unassigned, or marked at-risk. It weighs each gap against the proposal's submission deadline and sends targeted reminders — a per-owner Slack DM listing their outstanding requirements, plus an escalation to the bid lead when coverage is dangerously low.
When to use it
Use it in the days before an RFP is due, when a matrix has dozens of owners and nobody has a live picture of what's still open. It replaces manual chase-ups with automatic, personalized nudges.
How it works
- 1A daily schedule kicks off the run.
- 2The workflow reads all active matrices and their row statuses from Airtable.
- 3A logic step computes per-owner gaps and days-to-deadline, classifying each matrix's risk.
- 4Each owner receives a Slack DM listing only their open requirements.
- 5If overall coverage is below threshold, the bid lead gets an escalation message with the at-risk breakdown.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect SlackChannels, DMs, threads, mentions.
- 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.
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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.