Drop an RFP into this workflow and it drafts your full response from your own past winning answers and knowledge base — turning a multi-day writing marathon into an afternoon of editing and approvals.
The Taskade Genesis BusinessPro app (try it live below) shows you the RFP pipeline: questions parsed, past answers matched, draft assembled, and the whole response tracked in a Table by deadline. Click "Use this app" to clone a running copy today.
The moment an RFP arrives, the workflow takes over. An uploaded document triggers the process: the AI agent breaks the RFP into individual questions, queries your knowledge base of past winning responses, matches each question to your best existing answer, and assembles a complete first draft. Questions your library can answer well are drafted confidently; questions that need a fresh answer or a human decision are flagged clearly so reviewers know exactly where to focus.
This is bidirectional automation working in both directions. The uploaded RFP pulls the content in; actions push the assembled draft into a review workspace, create deadline-aware tasks for each section owner, and ping the right subject-matter expert when only they can answer a specific question. An AI agent using 33 built-in tools — including file analysis, web search, and persistent memory — grounds every answer in your real, approved material. Nothing gets fabricated.
The Relationship field links each RFP to the client, the opportunity, every source document referenced, and the final submitted response — so your win/loss analysis is already structured the moment the response goes out. View active RFPs in a Table with deadlines and section statuses, a Gantt for the submission timeline, or a Board by review stage. Seven project views, one dataset.
100+ bidirectional integrations keep the response process connected: email RFP attachments pull in as triggers via Gmail; draft sections push to Google Drive for legal review; deadline reminders push to Slack. Built-in reliable automations handle the branching review loop — if a section hasn't been approved two days before submission, an escalation fires automatically.
Workspace DNA makes the library compounding: Memory grows every time you complete an RFP (new answers, new proof points, new case studies added to the library), Intelligence matches each new question to your strongest existing material, and Execution runs the reliable, deadline-aware assembly and review workflow. Clone-and-own means the library belongs to you and gets smarter with every bid.
Pair with the Brief to Tailored Proposal Generator for standard proposals, or the Proposal Send and Follow-Up Loop after the response is submitted. Build a knowledge base from your past documents in convert, browse the Community Gallery, or read Learn: AI agents.
Common questions
How does the agent use my past answers without fabricating?
The agent only draws from content you've explicitly added to Workspace Memory — your past RFP responses, approved boilerplate, case studies, and proof points. It flags any question it can't ground in your library rather than inventing an answer.
Can multiple team members review and edit the draft simultaneously?
Yes. Taskade Genesis supports real-time collaboration across web, desktop, and mobile. Section owners can edit their assigned questions concurrently, and the automation tracks which sections are approved vs. pending.
What file formats does the RFP upload support?
PDF, Word (DOCX), and plain text. The agent's built-in file analysis and OCR tools can parse structured and semi-structured RFP documents. For complex formats, see Learn: File automations.