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Documents & Finance

Draft RFP Responses from Your Company Knowledge

Extract every question from an RFP document and draft answers from your company documents with an OpenAI assistant.

The Problem

Answering a request for proposal means finding each question in a long document and writing answers from scattered sales material. Teams skip RFPs they cannot staff.

How This Template Solves It

A sales team submits an RFP document through an API call. The workflow creates a Google Doc for the response, extracts the questions exactly as written, answers each one with an OpenAI assistant that has your sales and marketing documents, and records every question and answer in the doc.

How It Works

  1. 1A webhook receives the RFP document.
  2. 2Creates a new Google Doc for the response.
  3. 3An AI chain extracts all questions meant for the supplier into a list.
  4. 4Loops through the questions and asks an OpenAI assistant with your company documents to answer each one.
  5. 5Writes each question and answer into the doc, with Slack and Gmail nodes for notifying the team.

What You Need

  • An OpenAI assistant set up with your company documents
  • A Google Docs account
  • Slack and Gmail for notifications
  • An OpenAI API key

What Stays Under Your Control

  • A person reviews and edits every answer before submission.
  • Pricing and legal commitments are written by your team.

Watch Out For

  • Secure the webhook before using it in production, as the author warns.
  • Answers are only as current as the documents in the assistant.

Adapted from a community workflow template. Before publishing we removed credentials, account and file IDs, email addresses and sample data. The original author's setup notes are kept inside the workflow file.

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