How to build an RFP Response Assistant

This agent assembles proposal answers from your approved library, playbooks, and past bids, then enforces templates, compliance rules, and tone. It flags gaps for SMEs, tracks status, and produces a polished draft fast.

Challenge

RFPs are long, repetitive, and deadline-driven, but the right content is scattered across wikis, past proposals, and inboxes. Teams copy-paste, chase SMEs, and fight version drift, which invites errors and compliance misses. Voice and formatting vary by contributor, and requirements get overlooked under time pressure. The result is slow turnarounds, high bid costs, and lower win rates.

Industry

Operations

Legal

SaaS

Department

Sales

Content Creation

Integrations

Anthropic

Knowledge Base

TL;DR

  • Assembles proposal answers from your approved library, playbooks, and past bids. 

  • Enforces templates, tone, and compliance rules across responses. 

  • Flags gaps needing SME review and tracks response status. 

  • Enables polished drafts quickly—seconds instead of days. 

  • Launches via Workflow Builder in minutes. 

Common Pain Points of Filling Out RFPs

  • RFPs involve cross-functional back-and-forth and delays. 

  • High volume and complexity make uniformity hard.

  • Rework on tone, structure, and branding is constant.

  • SMEs overloaded for verification.

  • No tracking of compliance or response gaps.

What the Agent Delivers

  • Auto‑assembled answers using your library & past responses. 

  • Enforces style, compliance, structure, and voice. 

  • Flags gaps and status for SME review. 

  • Fast generation of polished drafts. 

  • Easy integration via Workflow Builder.  

Step-by-step build (StackAI Nodes)

1. Text Input

  • Purpose: User enters the RFP question or prompt.

  • Node: Input (in-0)

2. Files Upload

  • Purpose: User uploads supporting documents (e.g., past RFPs, product sheets).

  • Node: Files (doc-0)

3. Knowledge Base Search

  • Purpose: Searches your knowledge base for relevant context based on the user’s input.

  • Node: Knowledge Base (kb-0)

4. AI Assistant (LLM)

  • Purpose: Drafts a tailored RFP response using the question, uploaded files, and knowledge base results.

  • Node: LLM (OpenAI, gpt-4o-mini)

  • Prompt Example:



5. Output

  • Purpose: Displays the AI-generated draft to the user.

  • Node: Output (out-0)

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Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.

Get started

Secure Connections. Trusted Data Handling.

We prioritize your security and privacy, ensuring safe database connectivity with strict data processing controls.