How to build an RFP Drafter Agent
An AI-powered RFP response generator that transforms uploaded RFP documents and internal notes into complete, professionally formatted proposals by leveraging organizational knowledge bases and automated document creation.
Challenge
Creating comprehensive RFP responses is time-consuming, requires coordination across multiple teams and knowledge sources, and demands consistent formatting while ensuring all requirements are addressed.
Industry
Industrials
Department
Sales
Operations
Integrations
Groq
SharePoint
Transform your RFP response process from days to hours with this intelligent automation workflow. Simply upload your RFP document and add internal notes, and the system handles the rest.
How It Works:
The workflow begins by accepting three inputs: the RFP document itself, internal notes (such as risk assessments or pricing justifications), and a reviewer email address. Once submitted, the system searches two OneDrive knowledge bases—one containing past performance information and project history, and another with technical proposal guidelines and completed examples.
Using this retrieved context, the workflow generates three comprehensive sections in parallel:
Past Performance Section - Showcases relevant experience, client references, quantifiable results, and lessons learned
Technical Proposal Section - Details technical approach, methodology, project management plans, quality assurance procedures, and risk mitigation strategies
Business Proposal Section - Presents value proposition, pricing structure, ROI analysis, and compliance matrix
After all sections are generated, a formatting agent combines them into a cohesive, professionally structured document with executive summary, table of contents, and compliance matrix.
The final formatted response is then:
Saved as a Word document in SharePoint (in the "Reports" site as "RFP_Draft.docx")
Sent via Outlook email to the designated reviewer with a direct link to the document
Displayed in the output for immediate review
Key Benefits:
Reduces RFP response time from days to hours
Ensures consistency with organizational guidelines and past successful proposals
Automatically incorporates institutional knowledge from OneDrive repositories
Delivers professional formatting and structure
Streamlines review process with automated document creation and email notification
Perfect For: Government contractors, consulting firms, technology vendors, and any organization that regularly responds to RFPs and maintains knowledge bases of past proposals and technical documentation.
