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How do you onboard new customers?
A named manager1 runs kickoff, setup and training through go-live.
1
Onboarding Plan
For Microsoft 365 organizations, SharePoint is the system of record. The integration makes that governed content answer RFPs directly, with citations back to the source file.
Integrate SharePoint in a few clicks
- [01]
Connect SharePoint
Authorize AutoRFP.ai against your Microsoft 365 tenant and select the SharePoint sites and libraries to index.
- [02]
Index and cite
AutoRFP.ai indexes the selected content and keeps it fresh, citing the originating document in every answer.
Frequently asked questions
Something else on your list? Bring it to a demo and we will answer it on one of your own questionnaires.
Does it work with our Microsoft 365 permissions?
Yes. AutoRFP.ai connects to your tenant and indexes only the sites and libraries you select, citing the source document in each answer.
How current are the answers?
As files are updated in SharePoint, the next draft reflects them automatically, no stale copies to manage.
More Content integrations
Confluence
Turn your Confluence spaces into a trusted, always-current answer source.
Notion
Use your Notion workspace as a living knowledge source for every response.
Seismic
Bring your Seismic enablement content into every RFP answer.
Box
Draft answers from the documents your team already stores in Box.
Product demo
See SharePoint and AutoRFP.ai in action
Every draft carries a Trust Score for its sources and a Feedback Score for how fully it answers. Quality is measured by how little your team changes, and every approval records it. In a recent RFP, Red Rover had 95% of responses automated (83 out of 87 requirements). Measure it on your own RFPs in a two-week proof of concept.