.png)
Marketing
How to use
Step 1
Select workflow template
Begin by choosing our pre-built starting point “RFP Question / Response Workflow”.
Step 2
Update knowledge base
Add existing sample documents such as RFPs, FAQs, data policies, and more in the knowledge base.
Step 3
Run the workflow
Test out your automation by uploading multiple RFP questions and Cassidy will answer them simultaneously.
