ExtractFromFile Automate

ExtractFromFile Automate streamlines the RFP response process by automatically extracting questions from uploaded documents and generating tailored answers using AI. It creates a dedicated Google Docs file for each RFP, ensuring organized responses, and notifies the team via email and Slack once completed. This workflow enhances efficiency, allowing teams to handle more RFPs with accuracy and speed.

7/8/2025
23 nodes
Complex
webhookcomplexextractfromfilelangchainsplitinbatchessticky notegoogledocsslackgmailadvancedfilesstoragecommunicationnotificationintegrationapi
Categories:
Communication & MessagingComplex WorkflowWebhook Triggered
Integrations:
ExtractFromFileLangChainSplitInBatchesSticky NoteGoogleDocsSlackGmail

Target Audience

This workflow is ideal for:
- Sales Teams: Looking to streamline the process of responding to RFPs efficiently.
- Project Managers: Who need to ensure timely and accurate responses to client requests.
- Business Development Professionals: Aiming to enhance their proposal generation process using automation.
- Companies of all sizes: From startups to large enterprises that regularly deal with RFPs and need to manage them effectively.

Problem Solved

This workflow addresses the challenges of:
- Manual Data Extraction: Eliminating the need to manually sift through RFP documents to extract questions.
- Time-consuming Response Creation: Automating the generation of responses and documentation to save time and reduce errors.
- Inconsistent Quality of Responses: Ensuring that answers are generated using AI, leading to more coherent and contextually relevant responses.
- Lack of Notifications: Automatically notifying stakeholders upon completion of the RFP response process.

Workflow Steps

  • Webhook Trigger: The workflow starts when a user submits an RFP document via a webhook.
    2. Extract RFP Data: The RFP data is extracted from the submitted PDF document.
    3. Set Variables: Key variables such as document title, filename, and recipient email are set for later use.
    4. Create Response Document: A new Google Docs document is created for storing the RFP responses.
    5. Extract Questions: Using AI, the workflow extracts questions from the RFP document.
    6. Generate Answers: For each extracted question, the workflow generates answers using an OpenAI Assistant, leveraging company context.
    7. Record Q&A: The generated questions and answers are recorded in the Google Docs response document.
    8. Add Metadata: Metadata such as title, date generated, and requester information is added to the response document.
    9. Send Notifications: Once the process is complete, notifications are sent via email and Slack to inform the team.

    • Customization Guide

    Users can customize this workflow by:
    - Modifying Webhook Endpoint: Change the webhook URL to fit your application needs.
    - Adjusting Document Creation: Customize the Google Docs document title and folder location as per organizational structure.
    - Updating AI Assistant: Replace the OpenAI Assistant with a different model or adjust the training documents to better suit your context.
    - Personalizing Notifications: Edit the email and Slack messages to include additional details or change the recipients.
    - Adding Extra Steps: Include additional processing steps or integrations as required by your business processes.