AI AGENTS
Build an RFP compliance matrix in Google Drive
An agent reads an RFP plus your proposal draft from Google Drive, builds a clause-by-clause compliance matrix proving where each requirement is addressed.
How it runs
The automated pipeline, trigger to output.
- TriggerChairman starts compliance matrix run
- ActionRead RFP and proposal draft from Google DriveGoogle Drive
- ActionAlign requirements to proposal passages with OpenAIOpenAI
- LogicFlag requirements with no proposal coverage
- ActionWrite compliance matrix back to Google DriveGoogle Drive
- OutputPost coverage summary to SlackSlack
What it does
Evaluators reward a clean compliance matrix that maps every RFP requirement to the exact page and section of your proposal that satisfies it. This agent ingests both the RFP and your current proposal draft from Google Drive, aligns each requirement to the proposal passage that responds to it, and produces a compliance matrix. Any requirement with no supporting passage is flagged as uncovered so writers can close the hole before submission.
When to use it
Use this in the final review pass of a proposal, when you need defensible evidence that nothing was missed and want to hand evaluators a traceable matrix.
How it works
- 1The Chairman starts the run and points the agent at the RFP and proposal files in Google Drive.
- 2The agent extracts requirements from the RFP and sections from the proposal draft.
- 3It aligns each requirement to the proposal passage that addresses it, citing page and section.
- 4Requirements with no matching coverage are flagged uncovered.
- 5The compliance matrix is written back to Google Drive and a coverage summary posts to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect Google DriveDocs, sheets, slides, files.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect SlackChannels, DMs, threads, mentions.
- 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.