Ask questions about your proposals and get AI answers instantly

Upload past proposals as PDFs and chat with an AI that answers questions using only your own documents.

How the work actually flows

A straight line. Runs once per each proposal pdf.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig[\"new proposal PDFs added"\]:::trigdata s0[["chunk and index each PDF"]]:::mi s1(("receive user question")):::human s2["search index and answer"]:::svc trig --> s0 s0 --> s1 s1 --> s2 out[/"chat answer grounded in your documents"/]:::out pay{{"instant answers without searching files"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itAn outside serviceRuns once per itemA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsAI Chatbots & AssistantsKnowledge Base & RAGDocument Processing & OCR
Connects
Amazon S3OpenAIQdrant

The problem it solves

Your best answers to client questions are buried in old proposal PDFs that nobody has time to reread. When a similar question comes up again, you end up rewriting the same answer from scratch.

Who it fits

Sales and proposal teams that reuse language and answers across many client documents.

How it works

  1. PDF proposals are pulled in from cloud storage
  2. The text is split into chunks and indexed into a searchable database
  3. You ask a question in the chat
  4. AI searches your indexed proposals and answers using what it finds
What you get

Answers pulled straight from past proposals

You get instant answers about your past proposals by asking questions in plain English, anytime you need them.

What you get

A chat answer grounded in your own past proposals, with no need to search files manually.

What you need

An AWS S3 account, an OpenAI API key, and a Qdrant database.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Recommend products to customers with an AI chat assistant

An AI chat assistant searches your product catalog and instantly recommends the best matches to each customer.

Advanced

Turn your documents into a searchable AI knowledge assistant

Upload PDFs, images, or web links and get an AI chatbot that answers questions only from your own documents.

Advanced

Turn Google Drive files into a searchable AI chat assistant

The system reads everything in a Google Drive folder and lets your team ask it questions in plain English.

Advanced

Website chatbot that answers questions using your own documents

Answers visitor questions on your website using the content of your own documents stored in Google Drive.

Advanced
Back to the AI Playbook