This n8n workflow demonstrates how to automate often time-consuming form filling tasks in the early stages of the tendering process: the Request for Proposal document or “RFP.”

It does this by utilizing a company’s knowledge base to generate question-and-answer pairs using Large Language Models.How it works

A buyer’s RFP is submitted to the workflow as a digital document that can be parsed. Our first AI agent scans and extracts all questions from the document into list form.

The supplier sets up an OpenAI assistant pre-loaded with company brand, marketing, and technical documents. The workflow loops through each of the buyer’s questions and poses these to the OpenAI assistant.

The assistant’s answers are captured until all questions are satisfied and are then exported into a new document for review. A sales team member is then able to use this document to respond quickly to the RFP before their competitors.

Requirements

An OpenAI account to use AI services.

Customizing the workflow: OpenAI assistants are only one approach to hosting a company knowledge base for AI to use. Exploring different solutions, such as building your own RAG-powered database, can sometimes yield better results in terms of control of how the data is managed and cost.