RFP Response Preparation

When to Activate

Trigger when user asks for: "RFP response", "prepare RFP", "respond to RFP", "mandate proposal", "tender response", "client proposal", "draft proposal for [mandate]", "RFP for [strategy]"

Workflow

Step 1: Confirm Mandate Details

⚠️ MANDATORY STOPPING POINT: Do NOT proceed until user responds.

Before presenting options, query portfolio_analyzer for "List all available portfolio names" to get the current strategy list. Use the results to populate the strategy options.

Present the user with structured questions: