AI AGENTS
Triage Inbound RFP Emails and Reply with a Cited Draft
When an RFP arrives by email, an agent extracts the questions, drafts cited answers from your knowledge library, and sends the reviewer a ready-to-edit draft reply.
How it runs
The automated pipeline, trigger to output.
- TriggerRFP email arrives in shared inboxGmail
- ActionExtract questions from body and attachmentsOpenAI
- ActionRetrieve matching answers from Confluence libraryConfluence
- LogicDiscard weak matches below relevance threshold
- ActionAssemble cohesive reply with citations via OpenAIOpenAI
- OutputCreate reviewable Gmail draft reply on threadGmail
What it does
Catches RFPs that come in as email rather than portals or spreadsheets. The agent reads the inbound message and attachments, pulls out the distinct questions, drafts an answer for each from your curated Confluence library with citations, and prepares a draft reply for a human to review and send.
When to use it
Use it when prospects email RFPs or due-diligence questions to a shared inbox and you want a first-pass cited draft waiting before anyone opens the thread, without auto-sending unreviewed answers to a buyer.
How it works
- 1A new email in the monitored Gmail RFP inbox triggers the run.
- 2The agent parses the body and attachments to extract individual questions.
- 3For each question it retrieves matching approved answers from the Confluence library.
- 4A relevance check discards weak matches so the draft never cites an off-topic page.
- 5OpenAI assembles a single cohesive reply covering all questions with inline citations.
- 6The agent creates a Gmail draft reply on the original thread for a human to review and send.
Set it up
What you configure once, before turning it on.
- 1Connect GmailRead, draft, send, label.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, 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.
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