CUSTOM AI AGENTS · Sales & business development
RFP analystas part of your team.
Extract requirements. Map evidence. Flag deadlines and gaps.
Explore this agent for my team ↗01 · THE WORK, STEP BY STEP
How the task moves forward.
We organize research, proposals and follow-up around your sales process so the team can approach each opportunity prepared.
- 01
Extract requirements
Locates participation requirements, deliverables and deadlines in the tender.
- 02
Map evidence
Associates requirements with documents that could support them.
- 03
Flag deadlines and gaps
Flags unsupported requirements and questions for the responsible reviewer.
02 · ILLUSTRATIVE EXAMPLE
A situation that may feel familiar.
A cleaning company prepares a response to a service tender.
Illustrative scenario, not a customer case study or measured results.
SlackExampleReceives the request
Google CalendarExampleCheck the brief against the available references.
Availability checked
| Data item | Status or Value |
|---|---|
| Day | Wednesday, 14 October 2026 |
| Opening hours | 11:00–11:30 |
| Time zone | Europe/Madrid |
| Status of schedule | Available at Consultation |
GmailExampleMake a proposal to the contact
SlackExampleThe proposal has been sent; acceptance is still pending.
03 · YOUR WAY OF WORKING
Fits the business you already have.
Context and tools
We start with your current documents, systems and channels. We assess feasible connections and define the permissions required for this specific task.
Improves with your feedback
Approved corrections are incorporated into instructions, examples or knowledge sources. We review changes before expanding the agent’s scope.
A clear way to evaluate
We agree on a representative sample and measure review time, errors, exceptions and output quality against the current workflow. Feasibility is decided using that evidence.
04 · COMMON QUESTIONS
Before getting started.
What information does this agent need?
Tender documents, appendices and company records. We review quality, currency and access before connecting the workflow. You do not need to replace all your tools to begin.
What will my team receive?
Compliance matrix and documentation checklist. We agree on the format and delivery channel during setup, together with cases that need review.
Which decisions remain with people?
Pricing, terms, outbound contact and commercial commitments follow agreed approvals.
Can it coordinate with other agents?
Yes. We define what this agent hands to the next one and who handles exceptions. It can interact through Slack, WhatsApp, email or Microsoft Teams, depending on the integration and permissions we configure.
RELATED AGENTS
A team that works together.
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Company brief with sources and fit rationale.
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Reviewable CRM changes and follow-up tasks.
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Commercial draft with reviewable scope and terms.
See tasks and example ↗START WITH ONE TASK
How would this fit your business?
Tell us how you do it today. We will define the scope, tools and controls with you.