The moment it happens
Draft RFP answers in a Google Doc and share them in Slack
Send an RFP questionnaire to a link and get a Google Doc with a draft answer to every question, based on your company profile, posted to #sales for review.
- Runs
- The moment it happens
- Apps
- Google Docs, Slack
- AI
- Yes, uses the built-in AI allowance
- Access
- service account with shared folder; chat:write
Send this to your assistant
Create a ClickRuntime automation: when an RFP questionnaire is posted to this link, answer each question with AI using our company profile, write the answers into a new Google Doc and post the link to #sales.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A small IT services firm answers several security and vendor questionnaires a month. Each one has fifty to two hundred questions, most of which have been answered before in slightly different words. Someone senior spends days copying old answers and adjusting them, and smaller bids get skipped because there is no time.
This automation produces a first draft. You post the questions, AI answers each one from your company profile, and the whole set lands in a Google Doc. The team gets the link in Slack and spends its time checking and sharpening answers rather than writing from scratch.
What you get out of it
Days of drafting cut to hours of review
Most questions already have a good answer in your profile. Starting from a full draft means senior people only spend time where judgement is needed.
Bid on more opportunities
When a questionnaire no longer costs a week, smaller or less certain bids become worth answering. More bids means more chances to win.
Consistent answers across bids
Every draft draws on the same company profile, so your security, insurance and staffing answers do not drift between submissions.
Gaps are flagged, not invented
Questions the profile cannot answer are marked for a person to fill in. Nobody has to wonder which answers were guessed.
Review happens where the team already works
The Doc link arrives in #sales, and comments and edits happen in Google Docs. No new tool for the bid team to learn.
How it works
What happens, step by step
When a questionnaire is sent to the trigger link, ClickRuntime splits it into individual questions.
AI drafts an answer to each one using only your company profile, and marks any it cannot answer.
A new Google Doc is created with every question followed by its draft answer.
A message with the Doc link is posted in your #sales Slack channel for review.
Before it runs live
- Connect Google Docs
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Change what the AI looks for, or how it writes the result
- Add another app, for example also send it to Google Sheets
- Combine it with other Google Docs and Slack steps into one automation
Under the hood
The code that runs this automation
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, ai, notify
PROFILE = "Contoso IT: 40 staff, ISO 27001 certified, managed services and cloud migration, UK and EU clients."
@on_event
def handle(event):
body = event.json or {}
questions = [q.strip() for q in (body.get("questions") or event.body).splitlines() if q.strip()]
if not questions:
return {"skipped": "no questions"}
parts = []
for i in range(0, len(questions), 20):
batch = questions[i:i + 20]
try:
text = ai.generate("\n".join(f"Q: {q}" for q in batch), max_output_tokens=2000,
system=f"Answer each question from this profile only, as 'Q: ... A: ...'. Write NEEDS INPUT when unknown.\n{PROFILE}").text
except ai.AIError:
text = "\n".join(f"Q: {q}\nA: NEEDS INPUT" for q in batch)
parts.append(text)
docs = build("docs", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
doc = docs.documents().create(body={"title": f"RFP draft - {body.get('name', 'questionnaire')}"}).execute()
docs.documents().batchUpdate(documentId=doc["documentId"], body={"requests": [{"insertText": {"location": {"index": 1}, "text": "\n\n".join(parts)}}]}).execute()
notify.slack(f"RFP draft ready ({len(questions)} questions): https://docs.google.com/document/d/{doc['documentId']}/edit", channel="#sales")
return {"questions": len(questions), "doc": doc["documentId"]}FAQ
Common questions
What should go into the company profile?
How do I send the questions?
Can it handle very long questionnaires?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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