Autonomous B2B RFP & Lead Triage Agent

n8n Orchestration • OpenAI Structured Outputs • RAG Knowledge Base • Slack Block Kit HITL Gate

Min Policy: $10,000+ USD Cascade: gpt-4o-mini → gpt-4o OpenAPI Docs ↗

1-Click Demo Scenarios (Portfolio Presets)

Click a scenario below to execute the full Ingestion → RAG → Scoring → Slack HITL pipeline in real time.

Ready for Ingestion

Step 1: RFP Ingestion (Text or PDF)

PyMuPDF / pdfplumber

Step 2: Structured Output (JSON Schema)

gpt-4o-mini
// Select a demo scenario or submit an RFP above to inspect the validated Pydantic RFPExtraction JSON...

Step 3: RAG Portfolio & Tech Stack Match

Similarity: --

Tech stack verification and historical case study similarity will appear here.

Step 4: Multi-Factor Lead Scoring & Model Cascading ROI

Awaiting lead ingestion...

UNCLASSIFIED --/100
Budget Fit
--/35
Tech Stack
--/30
Scope & RAG
--/20
Timeline
--/15
Token Savings
--%

Step 5: Slack Block Kit Simulator (Human-in-the-Loop Gate)

DISPATCH LOCKED (AWAITING HITL)
APP ApexVector Triage Bot in #sales-rfp-triage
--:-- UTC

Run any RFP scenario above to generate the interactive Slack Block Kit triage card and commercial response draft.

Step 6: HubSpot CRM Deal Sync & Governance Audit Log

Webhook: POST /api/lead/approve
Audit ID Company HubSpot Deal Stage HITL Gate Details
No CRM events recorded yet. Triage a lead above to populate the audit trail.

Human-in-the-Loop — Edit Proposal Draft Before Dispatch