RFP Blitz - Easy 2

This is the RFP Blitz site. This link opens it with your account prepared for your session's level. Sign in if you are asked to, then check the results here after your run.

https://pathfinder.automationanywhere.com/challenges/training/Build_An_Agent_Resources/RFPBlitz/index.html?level=easy

This is the link to the control room you will be performing all hands on activities within.

https://aa-community.cloud.automationanywhere.digital/

Your session's build is in Bots/BAA/RFP Blitz/Easy_Copy Paste Repeat No More.

The page below has all the API documentation for RFP Blitz.

View API Documentation

Steps:

1. Navigate to Easy_Copy Paste Repeat No More/AG_FirstDraft and click the name to open it. Notice the role, goal and action plan are all empty. Its two tools are already attached.
2. A Generate prompt for your Agent box opens, because the prompt is empty. Click Skip. If it opens again while the prompt is still empty, click Skip again.
3. Take note of the two tools and their descriptions: each says what it hands the agent and when it is worth calling. RB_GetDraftPack hands it the RFP with the client's own format and numbering, and RB_GetLineSnippets hands it our approved text for the line.
4. Go to the Role and paste:

   You are the first-draft writer on Veridian Consulting's bid desk. You turn an RFP and the firm's approved material into a first-pass response, in the format and numbering the client asked for. You never invent a capability, a fact about the client or a figure.

5. Go to the Goal and paste:

   Every RFP waiting for a draft has a first-pass response the team can start from instead of a blank page: every item answered in the client's own numbering and order, built from the RFP itself, what the product desk confirmed and the approved text on the RFP's own service line, with every gap named. You are done when each response is in your outputs for the next step to file, or when nothing is waiting.

6. Go to the Action plan and paste:

   The AG_FirstDraft action plan - click to copy

7. Take note: the plan has no numbered steps. It describes a good first draft - the client's own numbering, only approved text, every gap named - and lets the agent decide the order of work.
8. Press Save and close the agent.

Steps:

1. Navigate to Easy_Copy Paste Repeat No More/PR_RFPBlitz and open it.
2. Between CheckDeliverability and SaveDraft, remove the connecting line.
3. Drag an AI Agent from the Elements list onto the canvas, between them. Set the Element ID to FirstDraft.
4. Set its Task name to:

   Stage 5: First draft in the client's format and numbering (Copy, Paste, Repeat No More)

5. Under AI Agent, click Choose, then the Browse button at the top right (not Search), and get Easy_Copy Paste Repeat No More/AG_FirstDraft from there, in private.
6. Under Task assignment, choose Role and click Choose. Type AAE_Robotic Interface User in the search box and press Enter, then select it and click Choose.
7. Connect CheckDeliverability to FirstDraft, and FirstDraft to SaveDraft: drag from the dot at the bottom of one step to the dot at the top of the next.
8. In its input values, set iStrApiKey to:

   $iStrApiKey$

9. Tick iStrRfpNumbers and set it to:

   $&WhatsWaiting{output}{oStrDraftNumbers}$

10. Press Save. Keep the process open: you run it from here in Action Three.

Steps:

1. On the RFP Blitz home page, press Prepare my account for Easy (Prepare again if it already says prepared) and press OK, so the morning starts fresh.
2. Back in PR_RFPBlitz, which is still open from Action Two, press Run.
   • If you closed it, navigate to Easy_Copy Paste Repeat No More/PR_RFPBlitz and open it.
3. Get your key: at the bottom of the RFP Blitz home page, press Get your API key (on any other RFP Blitz page, open Account in the menu). On the Account page, press Copy next to your API key. Paste it into iStrApiKey and click Confirm.
4. Watch it in Co-Pilot. It takes about 3 to 5 minutes. Ask it Straight answers each must-have first, then your agent writes the first draft and files it.
   • At the end, the draft shows in the RFP Hub.
5. When it finishes, check RFP 17's draft: on the RFP Blitz home page, open Veridian RFP Hub, then Drafts & Review in its menu, and click Customer Contact Deflection Pilot RFP (Vireo Mobile Networks): that is RFP 17. Scroll down to Draft response and check:
   • it is a PDF, the format RFP 17 asks for: the box shows PDF
   • every item is answered in Vireo's own numbering, 3.1 to 3.8, as in RFP 17
   • it is built from approved snippets for the agentic AI service line: they are listed under Capability snippets attached
   • Do not press Submit for governance review on that page: the first draft stays a draft, and Level Progress checks that it does.
6. Open Level Progress. The Copy, Paste, Repeat No More lines should all be green.