AI & RAG
Draft RFP security answers from versioned policy KB with citation gating
Watches a Google Drive folder for new security questionnaires, drafts answers from your versioned policy knowledge base, and only keeps answers backed by a cited source.
How it runs
The automated pipeline, trigger to output.
- TriggerNew questionnaire file in Drive intake folderGoogle Drive
- ActionParse file into individual questions
- ActionRetrieve policy passages from versioned KBConfluence
- ActionDraft grounded answer with citationsOpenAI
- LogicGate: drop answers lacking valid citations
- OutputWrite draft + review list back to DriveGoogle Drive
What it does
When a vendor security questionnaire lands in your intake folder, this workflow reads each question, retrieves the most relevant approved policy passages from your knowledge base, and drafts a grounded answer. Any answer that cannot be tied to a real source citation is withheld and routed to a human instead of being guessed.
When to use it
Use it when your team fields recurring SIG, CAIQ, or custom security questionnaires and you want fast first drafts without inventing claims. The citation gate keeps unsupported language out of buyer-facing responses.
How it works
- 1A new questionnaire file in the Google Drive intake folder triggers the run.
- 2The file is parsed into individual question rows.
- 3For each question, relevant passages are retrieved from the versioned policy KB in Confluence.
- 4OpenAI drafts an answer constrained to the retrieved passages and emits a citation list.
- 5A logic gate drops or flags any answer with zero valid citations.
- 6The completed draft, with citations and a review-needed list, is written back to Google 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.
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