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Automate Your RFP Process with OpenAI Assistants

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This rantir workflow streamlines the time-consuming task of filling out Request for Proposal (RFP) documents, automating the process of generating question-and-answer pairs by leveraging a company’s knowledge base with Large Language Models.

How it Works

       
  • The buyer submits an RFP document, which is parsed by the workflow.
  •    
  • An AI agent scans the document, extracting all questions into a list.
  •    
  • The supplier configures an OpenAI assistant preloaded with relevant brand, marketing, and technical documents.
  •    
  • The workflow iterates over each question from the buyer, asking it to the OpenAI assistant.
  •    
  • Responses are collected until all questions are answered, then exported into a new document for review.
  •    
  • A sales team member can use this document to respond to the RFP quickly, gaining a competitive edge.

Example Webhook Request

curl --location 'https://<rantir_webhook_url>' \
--form 'id="RFP001"' \
--form 'title="BlueChip Travel and StarBus Web Services"' \
--form 'reply_to="jim@example.com"' \
--form 'data=@"k9pnbALxX/RFP Questionnaire.pdf"'

Requirements

       
  • An OpenAI account for AI services.

Customizing the Workflow

While OpenAI assistants provide one method for managing a company’s knowledge base, alternative solutions like a custom RAG-powered database can offer enhanced control and cost-effectiveness for data handling.

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