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)