Sales
RFP and security questionnaire assistant
The agent answers vendor questionnaires from your approved knowledge base, cites the source doc for each answer, and flags anything it is unsure about for a human.
SalesSecurity
Tools
- Google Drive
- Notion
How to set it up
- 1Connect the tools listed below to your agent.
- 2Write a short instruction describing the goal, guardrails and approval rules.
- 3Run it on 5–10 real examples and review outputs.
- 4Schedule it (cron or trigger) and review a weekly digest.
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