AI AGENTS
Triage emailed RFPs and route bid / no-bid decisions
Reads RFPs that arrive as Gmail attachments, scores fit against your capability profile.
How it runs
The automated pipeline, trigger to output.
- TriggerNew email with attachment in bids inboxGmail
- ActionSummarize and score fit with OpenAIOpenAI
- LogicBranch on bid vs no-bid recommendation
- ActionCreate opportunity record (bid path)Airtable
- ActionDraft decline reply (no-bid path)Gmail
- OutputPost decision to Slack bids channelSlack
What it does
Monitors a shared bids inbox for emails carrying an RFP attachment. It summarizes the opportunity, checks scope, deadline, and value against your firm's capability profile, and makes a bid / no-bid recommendation. High-fit RFPs become a pipeline record; low-fit ones get a polite decline drafted for review.
When to use it
Use it when RFPs flood a generic inbox and someone has to open each one just to decide whether it's worth pursuing. This filters noise so your team only spends time on opportunities that actually fit.
How it works
- 1A new email with a PDF attachment arrives in the monitored Gmail inbox.
- 2OpenAI summarizes the RFP and scores fit (scope, deadline, contract value) against your profile.
- 3A logic step branches on the bid / no-bid recommendation.
- 4Bid: an Airtable opportunity record is created with the summary and fit score.
- 5No-bid: a decline reply is drafted in Gmail for a human to send.
- 6A Slack note posts the decision and reasoning to the bids channel.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 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.
More AI Agents workflows
Observability Cost Allocation Report
Monthly, an agent pulls Datadog and Honeycomb usage, allocates spend to teams and services by tags, writes the breakdown to Snowflake, and posts a chargeback summary to Slack.
Vendor Shortlist Matrix from a Buying Brief
An agent reads a buying brief, researches candidate vendors across the live web, and builds a scored comparison matrix in Coda ranking each vendor against your stated criteria.
Split oversized Linear epics into estimated child issues
An agent scans newly created Linear epics, breaks each one above a size threshold into discrete child issues with point estimates and acceptance criteria.
Datadog Bill Spike Attribution Agent
When a daily Datadog cost check detects a spend jump, an agent attributes the increase to the specific services and metric types driving it and posts a ranked breakdown to Slack.
Buying Brief Email to Shortlist Doc in Drive
When a buying brief arrives by email, an agent researches the market and produces a polished narrative shortlist document in Google Drive, then replies to the sender with the link.
Zoom Demo Low-Score Objection Escalation to Manager
Scores how well a rep handled objections in each Zoom demo, and only when the handling score falls below a threshold does it create a coaching task in ClickUp and alert the rep's…
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.