AI AGENTS
Answer Portal-Submitted RFP Questions via Webhook with Citations
A webhook from your RFP portal sends each new question to an agent that drafts a cited answer from the knowledge library and posts it to the team's Notion response workspace.
How it runs
The automated pipeline, trigger to output.
- TriggerRFP portal fires new-question webhookHTTP webhook
- LogicValidate payload and extract question
- ActionSearch Confluence answer libraryConfluence
- ActionDraft cited answer via OpenAIOpenAI
- OutputAppend question and cited draft to Notion pageNotion
What it does
Connects a third-party RFP or procurement portal to your answer library through a webhook. As questions are added in the portal, each one is sent to the agent, which drafts a cited answer from your curated Confluence library and writes it into a structured Notion page the proposal team uses to assemble the final submission.
When to use it
Use it when buyers route RFPs through a portal that can fire webhooks, and your proposal team drafts in Notion. It bridges the portal and your knowledge base without manual re-keying of questions.
How it works
- 1The RFP portal posts a new-question webhook that triggers the run.
- 2The agent validates the payload and extracts the question and metadata.
- 3It searches the Confluence answer library for matching approved content.
- 4A confidence check routes weak matches to a 'draft needed' state instead of a fabricated answer.
- 5OpenAI drafts the answer grounded in retrieved passages with inline citations.
- 6The agent appends the question, draft, and citations as a block in the team's Notion response page.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ConfluenceSpaces, pages, blueprints.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect NotionPages, databases, comments.
- 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 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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