AI AGENTS
Bulk-Fill an RFP Questionnaire Spreadsheet with Cited Drafts
On upload of an RFP questionnaire spreadsheet to Google Drive, an agent answers each question row from your knowledge library and writes cited drafts plus a confidence flag back…
How it runs
The automated pipeline, trigger to output.
- TriggerRFP questionnaire spreadsheet uploaded to DriveGoogle Drive
- ActionRead each question row from the sheetGoogle Drive
- ActionSearch Confluence answer library per questionConfluence
- ActionDraft per-row answer with confidence via OpenAIOpenAI
- LogicFlag low-confidence rows for human review
- OutputWrite drafts, citations, and flags back to sheetGoogle Drive
What it does
Processes an entire RFP or vendor-security questionnaire at once. When a new spreadsheet lands in a watched Google Drive folder, the agent reads every question row, drafts an answer for each from your curated Confluence library, and writes the draft, the source citation, and a confidence flag back into adjacent columns so a reviewer can clear the easy ones and focus on the gaps.
When to use it
Use it for the classic 200-row vendor questionnaire that arrives as a spreadsheet. It removes the copy-paste grind and gives reviewers a triaged sheet where low-confidence rows are flagged for a human.
How it works
- 1A new spreadsheet in the watched Google Drive RFP folder triggers the run.
- 2The agent reads each question row from the sheet.
- 3For every question it searches the Confluence answer library for matching approved content.
- 4OpenAI drafts an answer per row grounded in the retrieved passages and assigns a confidence score.
- 5A confidence check marks rows below threshold as needs-review.
- 6The agent writes drafts, citations, and review flags back into the spreadsheet in Drive.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.