AI AGENTS
Draft RFP Answers from Knowledge Library on Slack Request
When a sales engineer posts an RFP question in Slack, an agent searches your curated Confluence answer library and drafts a cited response back in the thread.
How it runs
The automated pipeline, trigger to output.
- TriggerSales engineer posts RFP question in Slack channelSlack
- ActionSearch curated Confluence answer libraryConfluence
- LogicRank passages and check they answer the question
- ActionDraft grounded answer with citations via OpenAIOpenAI
- OutputReply in Slack thread with cited draftSlack
What it does
Turns ad-hoc RFP question handling into a one-message workflow. A teammate pastes a buyer's question into a designated Slack channel; the agent retrieves the most relevant approved answers from your Confluence knowledge library, drafts a tailored response, and replies in-thread with inline source citations so anyone can verify the claim before it ships to the buyer.
When to use it
Use it when proposal and sales-engineering teams field a steady stream of one-off RFP and security-questionnaire questions and you want consistent, on-message answers drawn from a single source of truth instead of tribal knowledge.
How it works
- 1A message in the `#rfp-questions` Slack channel triggers the run, carrying the buyer's question text.
- 2The agent searches the curated Confluence answer-bank space for passages matching the question.
- 3It evaluates whether the retrieved passages actually answer the question, ranking by relevance.
- 4OpenAI composes a concise draft answer grounded only in the retrieved passages, appending citation references.
- 5The agent replies in the originating Slack thread with the draft plus links to each Confluence source page.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 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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