AI & RAG

Re-validate answered RFP items when their cited policy version changes

On a schedule, checks every previously answered questionnaire item against the current policy KB version and flags answers whose cited source has changed or been superseded.

CategoryAI & RAG
Enginesim
Difficultyintermediate
Triggerschedule
Steps6
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerScheduled audit run
  • ActionLoad answer registerAirtableAirtable
  • ActionFetch current cited policy versionsConfluenceConfluence
  • LogicCompare stored vs current version
  • ActionSummarize what changedOpenAI
  • OutputMark stale items + post digestSlack

What it does

This workflow keeps a register of answered questionnaire items and the specific policy version each answer cited. On a regular cadence it compares those citations against the live KB. When a cited policy has a newer version or was retired, the affected answer is flagged as stale so it gets re-drafted before reuse.

When to use it

Use it if you maintain a reusable answer library and your security policies change over time. It prevents the common failure mode of pasting a once-correct answer that now cites a withdrawn or outdated policy.

How it works

  1. 1A scheduled run kicks off the audit.
  2. 2The answer register is loaded from Airtable.
  3. 3For each item, the current version of its cited policy is fetched from Confluence.
  4. 4A logic step compares stored version against current version.
  5. 5OpenAI summarizes what changed for any drifted item to aid re-drafting.
  6. 6Drifted items are marked stale in Airtable and a digest is posted to Slack.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect ConfluenceSpaces, pages, blueprints.
  2. 2
    Connect AirtableBases, tables, views, automations.
  3. 3
    Connect OpenAIModels, embeddings, files.
  4. 4
    Connect SlackChannels, DMs, threads, mentions.
  5. 5
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  6. 6
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  7. 7
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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