AI AGENTS
Auto-draft RFP responses from your answer library
For each requirement line-item in an Airtable matrix, an agent searches your past-answer library and drafts a tailored compliance response.
How it runs
The automated pipeline, trigger to output.
- TriggerManually start drafting for a matrix
- ActionRead un-answered rows from AirtableAirtable
- ActionRetrieve prior answers from Notion libraryNotion
- ActionDraft or flag-as-gap with OpenAIOpenAI
- ActionWrite response and confidence back to AirtableAirtable
- OutputReport drafted vs gap counts in SlackSlack
What it does
Takes an existing Airtable compliance matrix and, requirement by requirement, retrieves the closest matching answers from your Notion knowledge base of past proposal content. It drafts a tailored response for each line-item and writes it back to the matrix. Where no relevant prior answer exists, it flags the row as a content gap needing a subject-matter expert.
When to use it
Use it after the requirements have been extracted, when proposal writers face hundreds of rows and most answers already exist somewhere in past bids. It turns a blank matrix into a mostly-drafted one and surfaces exactly which questions still need original work.
How it works
- 1Triggered manually once the matrix is ready to draft.
- 2The workflow reads all un-answered rows from the Airtable matrix.
- 3For each requirement, it searches the Notion answer library for relevant prior content.
- 4OpenAI drafts a tailored response grounded in the retrieved material, or marks the row a gap.
- 5The draft response and a confidence flag are written back to the Airtable row.
- 6A Slack summary reports drafted vs gap counts.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 2Connect NotionPages, databases, comments.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
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