Turn long RFP files into ready to share responses without manual typing. Sales teams can upload a document once and get a structured answer set in Google Docs, plus alerts in email and Slack when it is done.
Here is how it works. A webhook receives the RFP file along with an ID, title, and reply email. The workflow extracts text from the PDF, uses an AI model to find the questions, and converts them into a clean list. It creates a new Google Doc, adds metadata like the RFP ID and timestamp, then loops through each question. An OpenAI assistant answers each question with company context, and every question and answer pair is written into the document. When all questions are processed, Gmail sends a message to the requester and Slack posts an update to the team.
To set this up, you need Google Docs, Gmail, Slack, and OpenAI accounts and credentials. Provide the Google Drive folder ID where new files should live, and paste your OpenAI assistant or model details in the AI nodes. Map the webhook fields for id, title, reply_to, and the file upload. Expect major time savings on proposal work and fewer copy paste mistakes. Great fit for B2B teams that handle frequent vendor questionnaires or security reviews.