AcademyWorkflowsSales

Automate your RFP process with OpenAI Assistants

Sales and bid teams that answer long RFP questionnaires from a base of company documents.

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automate-your-rfp-process-with-openai-assistants.json

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What it does

An n8n workflow that takes an RFP document, extracts every question with an AI agent and asks each one to an OpenAI assistant loaded with your company documents. The answers are collected into a new document that a sales team member can review and send.

Use cases

  1. 01Pull all questions out of an RFP file
  2. 02Draft answers from brand and technical documents
  3. 03Prepare a review document for the sales team

Connects

Slack · Gmail · Google Docs · Basic LLM Chain · OpenAI Chat Model · Item List Output Parser · OpenAI

Questions about
Automate your RFP process with OpenAI Assistants.

What is Automate your RFP process with OpenAI Assistants used for?

Sales and bid teams that answer long RFP questionnaires from a base of company documents. An n8n workflow that takes an RFP document, extracts every question with an AI agent and asks each one to an OpenAI assistant loaded with your company documents. The answers are collected into a new document that a sales team member can review and send.

How do I import Automate your RFP process with OpenAI Assistants into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is Automate your RFP process with OpenAI Assistants safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.

Related resources

Read the guide: AI sales agents and lead generation ↗

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