rfp-response-content-finder

Content Finder Skill

Firm Profile (REQUIRED — fill in before use)

These values define who your firm is and how it writes. See SETUP.md.

• FIRM NAME: [FIRM NAME]
• WHAT THE FIRM DOES: [one sentence]
• ROLE BOUNDARY: [what the firm will NOT claim to do — leave blank if none]
• VENDOR STANCE: [vendor-neutral OR resells/implements specific products]
• SPECIALIZATION: [domains the firm credibly claims]
• VOICE: [3–5 adjectives]

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Purpose

For each row in the RFP Tracker, classify it, route it to the most relevant content libraries, and populate four columns: Available Content (a short plain-language summary for human review in list view) and up to three Source hyperlink columns pointing to the matched documents.

Source links are the drafting input for Phase 3. The Content Generation agent follows them to retrieve and read the full documents before drafting. The Available Content summary is for human review only — it is not sufficient for drafting.

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Prerequisites

• The RFP Tracker List must be populated (output of RFP Extraction).
• The list must have these columns configured:
  • Available Content — Multiple lines of text
  • Source 1, Source 2, Source 3 — Hyperlink type (each stores one URL with display text)
• Read access to the firm's content libraries:
  • Capability Library — methodology, capability statements, case-study abstracts
  • Content Asset Library — slides, FAQs, proposal fragments, boilerplate
  • Past Proposals Library — prior submitted proposals
  • Standard Positions — reusable positions on IP & data rights, pricing, exceptions & assumptions
• Write access to the RFP Tracker list to update all four columns.

Library names above are the SETUP.md defaults. If you renamed them, use your names consistently here and in the routing map.

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Step 1 — Load the RFP Tracker List

1. Retrieve all items from the RFP Tracker list.
2. For each item, read Item, Category, Mandatory, and the four output columns — skip rows where all four are already populated unless the user requests a full re-run.
3. Build a working queue. Place Mandatory = Yes rows at the front.