AI AGENTS
Extract RFP requirements into a capability gap matrix
Reads a new RFP from Dropbox, pulls out every discrete requirement with an LLM, scores each against your capability library, and writes a color-coded gap matrix to Notion.
How it runs
The automated pipeline, trigger to output.
- TriggerNew RFP file added to Dropbox inbound folderDropbox
- ActionDownload document text from DropboxDropbox
- ActionExtract atomic requirements with OpenAIOpenAI
- LogicScore each requirement Meets / Partial / Gap
- ActionWrite gap matrix to Notion databaseNotion
- OutputPost gap summary and link to SlackSlack
What it does
When a procurement RFP lands in a watched Dropbox folder, this workflow parses the document, extracts each individual requirement as a structured line item (section, mandatory vs. optional, evaluation weight), then compares every requirement against your stored capability statements. It produces a gap matrix marking each item as Meets, Partial, or Gap, and publishes it as a Notion database the bid team can sort and filter.
When to use it
Use this when your team responds to formal RFPs and the first painful hour is always hand-copying requirements into a spreadsheet. It turns a 60-page PDF into a triaged matrix before anyone reads page one.
How it works
- 1A new file in the Dropbox `/rfps/inbound` folder triggers the run.
- 2The document text is downloaded and sent to OpenAI, which returns a structured list of atomic requirements.
- 3Each requirement is matched against your capability library and scored Meets / Partial / Gap.
- 4The scored rows are written to a new Notion database with conditional formatting.
- 5A Slack message posts the gap count and a link to the matrix.
Set it up
What you configure once, before turning it on.
- 1Connect DropboxFiles and folders.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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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