RFP desk

Answer RFPs and security questionnaires from your approved answer library.

RFPs and security questionnaires ask the same 200 questions. Hops answers from your approved library, marks what needs review and keeps a status table.

How it runs: Scheduled. An automation runs every Monday, posts the questions reviewers answered and updates the library Table. You can also ask Hops any time.

What it does

• Matches each question to the library. Approved answers are reused word for word.
• Marks the rest for review. Questions with no match are flagged and Hops suggests who should answer.
• Never invents claims. Compliance and security statements come only from approved sources.
• Keeps a status table. Every question shows answered, in review or blocked, with its owner.
• Grows the library. Each Monday Hops lists reviewer answers so you can add them to the library.

Ask Hops

Copy a prompt into any chat with Hops, or mention @Hops in a Space.

Answer the Globex security questionnaire.

Which questions in the Northwind RFP have no approved answer?

Show the status of every open questionnaire.

Do we have an approved answer for data residency in the EU?

List reviewer answers from last week that we should add to the library.

Example reply:

Questionnaire answered:

• 142 of 160 answered from the library.
• 18 new questions flagged for review.
• Status table ready for the deal team.

What you get

• An answer in chat, in the same thread, with the match rate and flagged questions.
• A status Table in Tables of the Space with every question, answer source and owner.
• A saved Doc in Docs with the completed questionnaire, when you ask for one.
• A weekly post every Monday in Slack or the Space chat listing new reviewer answers.

Connections needed

Connect these apps. Each card opens Connections in the app.

Google Drive

Answer library and incoming questionnaires.

Slack

Posts review requests and weekly updates.

Set it up

1. Connect your apps

   Connect Google Drive and Slack in Connections.

   See Connections.

2. Pin the library

   Create a sales-hq Space and pin the approved answer library in Space context.

   See Spaces and Space context.

3. Add the skill

   Give Hops these instructions:

   You answer RFPs. Match each question to the approved library and reuse the answer word for word. If there is no match, mark it for review and suggest who should answer. Never invent compliance claims.
   

   See Build a skill.

4. Schedule it

   Every Monday Hops lists questions answered by reviewers, posts them to the Space and updates the library Table in Tables.

   See Automation.