Effortless RFP Creation with Glean

This document outlines the process of creating Request for Proposals (RFPs) with remarkable efficiency using Glean and Glean Agents. Follow these steps to harness the power of automated RFP responses, dramatically reducing the time needed to compile accurate results.

Step 1

Start the RFP Creation Process

Sales teams tasked with creating RFPs often spend days or even weeks compiling accurate responses. Using the RFP response feature of Glean Agents, this task can be completed in seconds.

Step 2

Input the RFP into the System

Open the preview window and input a demo RFP. As the system processes this input, it is helpful to understand the construction of this agent.

Step 3

Analyze the Document

Initially, the system reads the input document, processes it, and identifies it as a requirements document. It then creates a comprehensive list of each requirement.

Step 4

Leverage Glean Company Search

This crucial step utilizes Glean company search, which scans the company's knowledge base to find all necessary answers. This automated process saves weeks compared to manual searching.

Step 5

Unlock Company Knowledge Quickly

Conversations with team members are often needed to access all the knowledge within a company. However, Glean expedites this process significantly, gathering information swiftly and efficiently.

Step 6

Set Response Guidelines

Here, you define the response guidelines, specifying the desired formatting and thought process to ensure the output meets your requirements.

Step 7

View the Generated Responses

Before the explanation concludes, you will already see the generated responses on the left side of the interface.

Step 8

Export the RFP as a Table

Notice how the system presents the results in a table format, as requested. Scroll down to export this information as a Google Sheet.

Step 9

Review the Completed RFP

Finally, review the completed RFP document. It includes all necessary references, allowing you to verify each detail as needed.