AI AGENTS
Weekly RFP portfolio gap rollup
On a weekly schedule, aggregates the gap matrices of all active RFPs from Airtable, computes the most common recurring capability gaps across the pipeline.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule fires
- ActionPull active RFP gap matrices from AirtableAirtable
- ActionCluster and normalize gap descriptions with OpenAIOpenAI
- LogicRank gap clusters by blocked opportunity count
- OutputPost prioritized investment digest to SlackSlack
What it does
Individual gap matrices tell you about one deal; this rollup tells you about your business. Once a week it reads the gap matrices of every active RFP in your Airtable pipeline, aggregates which capability gaps recur most often, and ranks them by how many open opportunities they block. The result is a digest showing where a single capability investment would unlock the most pipeline value.
When to use it
Use this when you respond to enough RFPs that the same gaps keep costing you deals. Sales and product leaders run it to turn scattered bid losses into a prioritized capability roadmap.
How it works
- 1A weekly schedule triggers the run.
- 2Active RFP records and their gap matrices are pulled from Airtable.
- 3OpenAI clusters and normalizes gap descriptions so equivalent gaps merge.
- 4A logic step counts opportunities blocked per gap cluster and ranks them.
- 5The prioritized investment digest posts to the strategy channel in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect AirtableBases, tables, views, automations.
- 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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Weekly On-Call Doc-Gap Digest
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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.