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questionnaire item against the current policy KB version and flags answers whose cited source has changed or been superseded.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled audit run
- ActionLoad answer registerAirtable
- ActionFetch current cited policy versionsConfluence
- 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 It prevents the common failure mode of pasting a once-correct answer that now cites a withdrawn or outdated policy.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
- 1A scheduled run kicks off the audit.
- 2The answer register is loaded from Airtable.
- 3For each item, the current version of its cited policy is fetched from Confluence.
- 4A logic step compares stored version against current version.
- 5OpenAI summarizes what changed for any drifted item to aid re-drafting.
- 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.
- 1Connect ConfluenceSpaces, pages, blueprints.
- 2Connect AirtableBases, tables, views, automations.
- 3Connect OpenAIModels, embeddings, files.
- 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.

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