AI AGENTS
Split inbound RFP PDF into a draft compliance matrix
When a new RFP PDF lands in a Dropbox folder, an agent extracts every numbered requirement into discrete line-items and assembles a draft compliance matrix in Airtable.
How it runs
The automated pipeline, trigger to output.
- TriggerNew PDF added to Dropbox RFP folderDropbox
- ActionDownload PDF contentsDropbox
- ActionExtract requirement line-items with OpenAIOpenAI
- ActionCreate one Airtable row per requirementAirtable
- OutputNotify bid team in Slack with matrix linkSlack
What it does
Watches a Dropbox "Inbound RFPs" folder, and the moment a new PDF appears it reads the whole document, isolates each individual requirement (the "shall", "must", and numbered clauses), and writes one Airtable row per requirement. Each row is pre-seeded with the requirement text, its section reference, and empty Response / Owner / Status columns — a ready-to-fill compliance matrix.
When to use it
Use it when your team receives long RFP or RFI documents and someone currently spends hours manually transcribing requirements into a tracking sheet before the real work starts. It collapses that intake step to seconds and guarantees no clause is missed.
How it works
- 1A new PDF is detected in the watched Dropbox folder.
- 2The file content is pulled down for processing.
- 3OpenAI parses the document and returns a structured list of requirement line-items, each with a section reference and clause text.
- 4Each line-item is written as a row in the Airtable compliance-matrix table.
- 5A Slack message tells the bid team how many requirements were captured and links the matrix.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect AirtableBases, tables, views, automations.
- 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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