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- B2B RFP Answer Extractor
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B2B RFP Answer Extractor
Turn 200-question enterprise RFPs into evidence-backed draft answers using local retrieval, source citations, confidence scoring, and a review-ready CSV/XLSX response sheet.
$5
B2B RFP Answer Extractor
Example session with this skill installed
Complete Acme-Enterprise-RFP.xlsx using the documents in ./approved-company-knowledge/.
The workbook has about 230 questions across:
- security
- architecture
- implementation
- support
- compliance
- legal
- commercial terms
Requirements
- use only the supplied internal evidence for company-specific answers;
- preserve the customer's original question order;
- cite the source document for every supported answer;
- add Confidence %, Confidence Band, Evidence Sources, and Review Status columns;
- color-code confidence in the XLSX;
- flag legal, pricing, and roadmap questions for specialist review;
- do not invent certifications, SLA commitments, encryption standards, pricing, roadmap dates, or customer references;
- if evidence is missing, write NO_EVIDENCE_FOUND;
- create a separate review queue.
- Read your context and instructions
- Compiled the b2b rfp answer
- Generated the data export
RFP draft complete
Questions processed: 231
Supported answers: 176
Partially supported: 24
No evidence found: 11
Legal / policy review: 8
Pricing review: 6
Roadmap review: 6
Confidence distribution
| Band | Questions |
|---|---|
| HIGH | 158 |
| MEDIUM | 43 |
| LOW | 19 |
| NONE | 11 |
Example — Security
Question:
Is customer data encrypted at rest?
Draft answer:
Yes. The current security architecture documentation states that production customer data is encrypted at rest using the cloud provider's managed encryption service. The retrieved evidence does not establish a customer-managed-key option.
Confidence: 94% — HIGH
Evidence:
- security/security-architecture.md#data-protection
- compliance/security-controls.md#encryption
Review status: SUPPORTED
Example — Legal
Question:
Will you accept unlimited liability for confidentiality breaches?
Draft answer:
This request requires legal review. The internal legal guidance does not authorize an unlimited-liability commitment.
Confidence: 35% — LOW
Review status: POLICY_OR_LEGAL_REVIEW
Example — Missing evidence
Question:
Do you guarantee a four-hour disaster-recovery RTO for all production services?
Draft answer:
NO_EVIDENCE_FOUND
The retrieved continuity documents describe recovery procedures but do not establish a universal four-hour contractual RTO.
Confidence: 0% — NONE
Review status: NO_EVIDENCE
Spreadsheet output
The completed workbook adds
- Draft Answer
- Confidence %
- Confidence Band
- Evidence Sources
- Evidence Summary
- Answer Status
- Human Review Required
Color coding
- Green = HIGH
- Amber = MEDIUM
- Red = LOW / NONE
- Purple = legal, pricing, roadmap, or conflicting evidence
Files generated
- completed_rfp.xlsx
- completed_rfp.csv
- review_queue.csv
- retrieval_candidates.jsonl
- draft_answers.jsonl
- coverage_summary.json
- response_report.md
This is a draft RFP response package based on the supplied internal evidence. Human presales, security, legal, and commercial review is required before customer submission.
b2b-rfp-answer-extractor.csv
CSV · data export
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
About this skill
The problem
Enterprise RFPs and technical questionnaires routinely contain hundreds of repetitive questions across security, product architecture, implementation, legal, support, and commercial topics.
The expensive part is not typing. It is finding the current approved answer, confirming the evidence, adapting it to the customer's wording, and deciding which answers require specialist review.
What it does
B2B RFP Answer Extractor turns an incoming RFP and an internal knowledge folder into a review-ready response package.
- Normalizes large CSV/XLSX questionnaires
- Builds a lightweight local knowledge index
- Retrieves the strongest internal evidence for every question
- Drafts answers only from retrieved company sources
- Adds source citations and evidence summaries
- Scores review confidence
- Separately flags legal, pricing, roadmap, conflict, and no-evidence questions
- Preserves the original RFP question order
- Writes a completed CSV or color-coded XLSX for human review
- Creates a prioritized review queue
Why this beats prompting it yourself
A generic chatbot can answer individual questions, but enterprise RFP work requires repeatable evidence handling across hundreds of rows.
This skill forces a staged workflow:
RFP → Local Knowledge Index → Evidence Retrieval → Draft Answer → Confidence → Spreadsheet → Human Review
Instead of loading an entire knowledge base into one model context, local retrieval selects only the evidence relevant to each question.
Confidence buyers can inspect
Every answer receives a review-oriented confidence band based on retrieval strength, evidence agreement, source authority, freshness, and completeness.
Weak evidence is surfaced rather than hidden.
Enterprise-safe answer behavior
The skill does not invent certifications, SLAs, encryption claims, pricing, contractual commitments, roadmap dates, or customer references.
If internal evidence cannot support an answer, the output explicitly says so.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
Restart the agent if it was already running. It picks the skill up automatically - no config needed.
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Click the path to copy it. Create the folder if it does not exist yet.
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