Automated RFP Response Extraction

This workflow is ideal for:

• Sales Teams: Looking to streamline the process of responding to RFPs efficiently.
• Project Managers: Who need to ensure timely and accurate responses to client requests.
• Business Development Professionals: Aiming to enhance their proposal generation process using automation.
• Companies of all sizes: From startups to large enterprises that regularly deal with RFPs and need to manage them effectively.

This workflow addresses the challenges of:

• Manual Data Extraction: Eliminating the need to manually sift through RFP documents to extract questions.
• Time-consuming Response Creation: Automating the generation of responses and documentation to save time and reduce errors.
• Inconsistent Quality of Responses: Ensuring that answers are generated using AI, leading to more coherent and contextually relevant responses.
• Lack of Notifications: Automatically notifying stakeholders upon completion of the RFP response process.

1. Webhook Trigger: The workflow starts when a user submits an RFP document via a webhook.
2. Extract RFP Data: The RFP data is extracted from the submitted PDF document.
3. Set Variables: Key variables such as document title, filename, and recipient email are set for later use.
4. Create Response Document: A new Google Docs document is created for storing the RFP responses.
5. Extract Questions: Using AI, the workflow extracts questions from the RFP document.
6. Generate Answers: For each extracted question, the workflow generates answers using an OpenAI Assistant, leveraging company context.
7. Record Q&A: The generated questions and answers are recorded in the Google Docs response document.
8. Add Metadata: Metadata such as title, date generated, and requester information is added to the response document.
9. Send Notifications: Once the process is complete, notifications are sent via email and Slack to inform the team.