Starter Flow · rfp
RFP Response
Discovery → draft → reviewer pass → submitted on deadline.
Best for: Nonprofits running grant pipelines · Consulting firms responding to government / institutional RFPs
Scenario
RFP Engine matches a new opportunity. The flow drafts sections with Sage grounded in your vault, runs the reviewer agent, surfaces red flags to a human reviewer, and lands a clean submission package before deadline.
The full Flow
Step by step
- Step 01Event wait
New opportunity from RFP Engine
Filtered by mission-fit threshold
- Step 02Sage skill
Score opportunity against past wins + capacity
Returns fit score 0-1
- Step 03Gate
Proceed only if fit ≥ 0.7
Lower scores logged + auto-declined
- Step 04Product action
Pull required sections from RFP Engine
Parsed from solicitation doc
- Step 05Sage skill
Draft each section grounded in your vault
Mnemosyne retrieval per section
- Step 06Sage skill
Run reviewer-agent critique pass
Surfaces weak sections + missing evidence
- Step 07Human task
Domain lead reviews flagged sections
Inline edits in document view
- Step 08Sage skill
Compile final submission package
PDF + required attachments
- Step 09Human task
ED final sign-off
Required before submission
- Step 10Product action
Submit via RFP Engine
Logs submission timestamp + tracking ID
Cross-product touches
PC Studio products this Flow leans on
Customization
What teams change in the first month
- Tune the fit-score threshold per program — some funders are worth chasing at 0.5
- Add a budget-justification sub-flow that pulls actuals from your accounting system
- Swap the reviewer agent prompt for one tuned to your funder family's evaluation criteria
More templates
Other Flows you ship with
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