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This n8n workflow demonstrates how to automate oftern time-consuming form filling tasks in the early stages of the tendering process; the Request for Proposal document or "RFP". It does this by utilising a company's knowledgebase to generating 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 prior 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 satisified 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. Example Webhook Request curl --location 'https://<n8n_webhook_url>' \ --form 'id="RFP001"' \ --form 'title="BlueChip Travel and StarBus Web Services"' \ --form 'reply_to="[email protected]"' \ --form 'data=@"k9pnbALxX/RFP Questionnaire.pdf"' Requirements An OpenAI account to use AI services. Customising the workflow OpenAI assistants is only one approach to hosting a company knowledgebase 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.

Introduction: Streamline your fundamental stock analysis process with AI-powered automation. By harnessing the power of SEC 10K reports - comprehensive documents required by the SEC containing vital company information - this template automates the analysis workflow. From planning by a Senior Research Analyst to execution by five Research Analysts and final review by a Senior Editor, this template takes an AI persona approach to compose the report that includes an overview of the business, strategy, SWOT (Strengths, Weaknesses, Opportunities, and Threads) analysis, near term catalysts, and top risks. Additionally, this template allows you to control the length and detail of the report generated. How it works There are three personas in the workflow: Senior Research Analyst** is the first part of the workflow. They are responsible for planning the work for the rest of the team. Squad of Research Analysts** is the second part of the workflow. They execute the plan created. Senior Editor** is the third part of the workflow. They polish the draft report and send it to publish This template uses a custom tool that is able to answer the SEC 10K questions from the Research team. Setup steps Setup the Stock Q&A Workflow for the company you want to analyze using this template Customize the setup node by specifying the company to analyze Customize the publish step by specifying the file name in the Google docs node Credit Inspired by Guilio's template