1.Form submission created
Integrate Zapier Forms and form submission tools to capture submission fields and start the RFP document flow.
Create RFP document with AI summary from submissions
Automatically capture RFP form submissions across Zapier Forms, AI by Zapier, and Google Docs. Create and update when new RFP submissions arrive, requirements update, or submission IDs matchβso you can generate exec summaries, draft RFP docs, and email DOCX files without manual drafting.
How this automation accelerates review-ready RFP documents
When new RFP submissions are created, delays can stall stakeholder review. This automation uses Zapier Forms to capture key fields, then generates AI summaries, creates DOCX documents, and emails themβso you can respond faster with consistent RFPs.
Zapier Formsor swap with your favorite app
2.Creates AI exec and solution summaries
Integrate AI by Zapier and prompting tools to generate an exec summary and solution overview from submission inputs.
AI by Zapieror swap with your favorite app
3.Creates a document from template
Integrate Google Docs and document templating tools to map submission data and AI outputs into the RFP placeholders.
Google Docsor swap with your favorite app
4.Exports DOCX and saves to folder
Integrate Google Drive and cloud storage tools to export the Google Doc as DOCX and save it in the right folder.
Google Driveor swap with your favorite app
5.Sends email with attachment
Integrate Gmail and email notification tools to email the DOCX to the contact email and stakeholders for review.
Gmailor swap with your favorite app
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Accelerate RFP response workflows with automated intake routing, stakeholder handoffs, and content updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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