Automate RFP Responses with AI-Powered Document Analysis
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Streamline your RFP response process by leveraging AI to automatically extract questions, generate answers using your company's knowledge base, and compile a draft response document. This workflow saves valuable sales team time and increases proposal output.
About This Workflow
This n8n workflow transforms the tedious task of responding to Requests for Proposals (RFPs) into an automated, AI-driven process. It begins by accepting RFP documents via a webhook, immediately initiating the creation of a dedicated Google Doc for each response. Utilizing advanced Language Models (LLMs) through Langchain, the workflow intelligently identifies and extracts all questions from the RFP, regardless of formatting. Each extracted question is then processed by an OpenAI Assistant, primed with your company's specific marketing and sales collateral, to generate accurate and contextually relevant answers. These question-and-answer pairs are systematically appended to the draft RFP response document. Finally, the team is notified upon completion, providing a significant head start on proposal submission.
Key Features
- Automated RFP Ingestion: Accepts RFP documents via a secure webhook.
- AI-Powered Question Extraction: Leverages LLMs to accurately identify and extract RFP questions.
- Contextual Answer Generation: Uses an OpenAI Assistant trained on your business data to craft relevant answers.
- Document Automation: Automatically creates and populates Google Docs for each RFP response.
- Seamless Workflow Integration: Combines multiple n8n nodes for end-to-end automation.
How To Use
- Configure Webhook: Set up a webhook node to receive incoming RFP documents. Ensure this endpoint is secured for production.
- Extract RFP Data: Use the
extractFromFilenode (specifically for PDF) to parse the content of the submitted RFP. - Set Document Variables: Employ the
setnode to dynamically generate a unique title and filename for the new RFP response document, including the RFP title and timestamp. - Create Google Doc: Utilize the
googleDocsnode to create a new document in your Google Drive with the generated title and a specified folder ID. - Identify Questions with AI: Integrate the
outputParserItemListnode with a language model to extract questions from the RFP content. - Process Questions Individually: Configure the
splitInBatchesnode to iterate through each extracted question. - Generate Answers with OpenAI: For each question, use the
lmChatOpenAinode (or an OpenAI Assistant node) to generate an answer based on your provided company documents and marketing materials. - Append Answers to Doc: Logic will be needed to append the generated question-and-answer pairs to the created Google Doc.
- Send Notifications: Implement nodes (e.g.,
gmail,slack) to notify your team upon workflow completion, providing a link to the draft RFP response document.
Apps Used
Workflow JSON
{
"id": "9f113c6a-66e0-4843-9aff-0ced03f41d25",
"name": "Automate RFP Responses with AI-Powered Document Analysis",
"nodes": 22,
"category": "Sales",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: 9f113c6a-66e0...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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