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RFQ Broadcast AI Agent

Identifies relevant vendors and drafts tailored emails to distribute RFQs based on requirement specifications.

About the Agent

ZBrain's RFQ Broadcast Agent streamlines the distribution of RFQ invitations to targeted vendors, eliminating manual steps and ensuring consistent, personalized communication at scale. Powered by Large Language Model (LLM), the agent analyzes each RFQ, classifies requirements and generates tailored outreach that meets compliance and audit requirements. This automation removes the risk of omissions, ensures audit-ready records, and delivers a seamless, professional experience with every vendor interaction.

Challenges the RFQ Broadcast Agent Addresses

Manual RFQ invite distribution is time-consuming, prone to omissions, and often lacks personalization and auditability. Procurement teams must extract key details from varying RFQ formats, customize communication, and manage high volumes, all while ensuring no vendors are missed. These inefficiencies create communication gaps, compliance risks, delayed notifications, and strained supplier relationships, particularly as procurement volumes and expectations continue to increase. Without a clear audit trail or standardized processes, organizations face difficulties scaling outreach and ensuring reliable communication.

Leveraging LLM, ZBrain RFQ Broadcast Agent automates RFQ document analysis, vendor selection, personalized email generation, and activity logging to deliver rapid, accurate, and auditable RFQ outreach. Every action is transparently tracked, while tailored communications boost vendor engagement and response rates. This enables procurement teams to distribute RFQs efficiently, maintain full compliance, and focus on strategic sourcing rather than repetitive manual tasks.

How the Agent Works

ZBrain RFQ broadcast agent is designed to automate the entire process of distributing RFQ invitations to relevant vendors. Leveraging LLM capabilities, the agent analyzes each RFQ document, classifies the requirements, validates eligible vendors, and generates personalized communications tailored to each vendor. Below, we outline the detailed steps that define the agent’s workflow:

RFQ Broadcast AI Agent Workflow

Step 1: RFQ Intake and Classification

This step initiates the workflow. The agent receives a new RFQ document and prepares it for downstream processing.

Key Tasks:

  • Document Ingestion: Accepts structured or semi-structured RFQ files (PDF, DOCX, etc.) from the RFQ creation agent or directly through the agent interface.
  • Data Extraction: Extracts critical details, including RFQ ID, requirements, submission deadlines, and contact information.
  • RFQ Type Classification: Utilizes an LLM to determine if the RFQ pertains to services or equipment parts. This classification guides the selection of the appropriate processing path based on RFQ type.

Outcome:

  • Classified RFQ Prepared: The RFQ is accurately classified by type, and all essential details are extracted and structured for further processing in downstream steps.

Step 2: Vendor Selection and Validation

The agent dynamically identifies, filters, and validates vendors to ensure only qualified suppliers are targeted.

Key Tasks:

  • Vendor Search Query Generation: Leverages an LLM to generate a targeted search query capturing the high-level vendor requirements from the RFQ. This structured query guides the downstream vendor filtering process.
  • RFQ Summary Preparation: Uses an LLM to produce a concise, high-level summary of the RFQ for downstream use. The summary mainly includes the RFQ’s purpose, scope, submission deadlines, reference number, critical compliance requirements, and the most relevant contact point.
  • Knowledge Base Search: Performs a hybrid search in the vendor knowledge base using the generated search query to accurately identify potential vendor matches based on RFQ requirements.
  • Vendor Validation: Upon identifying potential matches, the agent utilizes an LLM to comprehensively validate the vendors against mandatory criteria, regional coverage, experience, compliance, and certifications. This validation step also excludes vendors that lack the required details or have incomplete profiles.
  • Final Vendor List Compilation: Assembles a vetted list of eligible vendors for distribution of the RFQ. The list includes structured details such as vendor ID, name, contact person, contact email, location, region coverage, services offered, equipment supported, certifications, and years of experience.

Outcome:

  • Validated Vendor List: A compliant, relevant, and ready-to-engage vendor list is generated for efficient RFQ broadcast.

Step 3: Personalized Email Generation

The agent generates and customizes RFQ invitations for each validated vendor, ensuring every communication is relevant, context-aware, and ready for review or dispatch.

Key Tasks:

  • Subject & Content Generation: Creates a consistent, personalized email subject and a formal, HTML-formatted email body for each vendor, incorporating the RFQ title, reference number, submission deadline, location, and all requirements.
  • Contextual Personalization: Automatically inserts RFQ-specific details (such as requirements, deadlines, and contact points) and vendor-specific fields (name, location, contact person) to ensure clarity and a personalized experience. Uses an organizational voice and applies formatting for readability and clarity.
  • Drafting Mode: Offers the option to generate email drafts for human review before sending, reducing the risk of miscommunication.
  • Content Validation: Ensures all required RFQ information and instructions are present in each message.

Outcome:

  • Tailored RFQ Invitations: Vendors receive clear, customized invitations that drive higher engagement and timely responses.

Step 4: Audit Logging and Reporting

The agent logs each RFQ broadcast in a structured reporting system, such as Google Sheets, providing a clear and auditable record of all vendor communications.

Key Tasks:

  • Tabular Output Generation: The agent dashboard displays matched vendor details in a concise table, including Vendor ID, Vendor Name, Email Subject, and Email Body, with a direct link to the corresponding report for review.
  • Flexible Output Logging: All RFQ distribution details and vendor communications are systematically recorded in a Google sheet for transparency and auditability. The agent supports logging each new RFQ in a separate Google sheet or a dedicated tab, ensuring organized and easily retrievable records.

Outcome:

  • Transparent Audit Trail: A structured, readable table is displayed on the dashboard, and all RFQ broadcast details are accurately recorded in Google Sheets, supporting compliance, transparency, and streamlined reporting.

Step 5: Continuous Improvement Through Human Feedback

The agent incorporates user feedback to refine vendor validation and enhance the quality of RFQ communications.

Key Tasks:

  • Feedback Collection: Allows users to review vendor lists and outreach emails for relevance, accuracy, tone, and completeness, helping flag vendor selection errors or unclear messaging.
  • Feedback Analysis and Learning: The agent processes this feedback to identify recurring issues, such as gaps in vendor selection, inconsistent communication, or misalignment with organizational standards.

Outcome:

  • Agent Improvement: The agent continually evolves by incorporating user feedback, ensuring that outreach and vendor selection remain accurate, effective, and aligned with business requirements over time.

Why use ZBrain's RFQ Broadcast Agent?

  • Accelerated RFQ Distribution: Automates the preparation and broadcasting of RFQ invitations, significantly reducing turnaround time compared to manual processes.
  • Targeted Vendor Communication: Selects and validates relevant vendors for each RFQ type, ensuring invitations reach only qualified recipients.
  • Personalized and Consistent Messaging: Generates context-specific and personalized emails, maintaining a professional and standardized approach across all vendor communications.
  • Reduced Manual Workload: Eliminates the need for procurement teams to draft, personalize, and track individual RFQ emails, freeing resources for higher-value tasks.
  • Scalable Operations: Efficiently handles large volumes of RFQs and vendor lists without delays, supporting the demands of growing procurement teams.
  • Enhanced Response Rates: Ensures that invitations are timely, relevant, and clear, increasing the likelihood of vendor participation and response quality.

Download the solution document

Accuracy
TBD

Speed
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Input Data Set

Sample of data set required for RFQ Broadcast AI Agent:

REQUEST FOR QUOTATION (RFQ)

ANNUAL MAINTENANCE CONTRACT (AMC) FOR HPLC SYSTEMS

  • RFQ Reference: AMC-2025-VTX-001
  • Issue Date: May 14, 2025
  • Proposal Due Date: June 22, 2025
  • Contract Award Date: July 15, 2025
  • Contract Start Date: August 1, 2025
  • Document Version: 1.2
  • Classification: CONFIDENTIAL
  • Prepared by: Procurement Department

1. DOCUMENT PURPOSE

This RFQ invites qualified vendors to submit quotations for an Annual Maintenance Contract (AMC) covering High-Performance Liquid Chromatography (HPLC) systems at Vertexa Scientific’s main facility in Cedar Grove, Wisconsin. The goal is to secure reliable technical maintenance aligned with regulatory and operational standards.

2. BACKGROUND & CONTEXT

Vertexa Scientific is a U.S.-based manufacturer of analytical reagents and fine chemicals serving pharmaceutical, diagnostics, and food industries. Our Quality Control and Assurance (QC&A) lab operates in accordance with ISO 17025 and FDA regulations. Timely maintenance of HPLC systems is essential for lab performance and compliance.

3. EQUIPMENT DETAILS

Systems Covered:

  • 5 Γ— Agilent 1260 Infinity II HPLC Systems

    • Includes: Quaternary Pump, Autosampler, Column Compartment, Diode Array Detector
    • Integrated with OpenLab CDS
  • Location: QC&A Laboratory, Cedar Grove, WI

Equipment Inventory:

Asset ID Model Serial Number Installation Date Warranty Status
HPLC-WI-01 Agilent 1260 Infinity II VX2603421 June 12, 2022 Expired
HPLC-WI-02 Agilent 1260 Infinity II VX2603422 June 12, 2022 Expired
HPLC-WI-03 Agilent 1260 Infinity II VX2605874 August 21, 2022 Expired
HPLC-WI-04 Agilent 1260 Infinity II VX2607965 January 05, 2023 Expired
HPLC-WI-05 Agilent 1260 Infinity II VX2608732 February 18, 2023 Expired

4. MAINTENANCE SERVICE REQUIREMENTS

4.1 Preventive Maintenance (PM):

  • Frequency: Twice annually per unit
  • Tasks: Diagnostics, calibration, system cleaning, PQ, wear part replacement
  • Reports: Electronic format with calibration data
  • Timing: Scheduled to avoid production downtime

4.2 Corrective Maintenance (CM):

  • Onsite Response: Within 1–2 business days
  • Issue Resolution: Within 3 business days
  • Remote Triage: Response within 4 hours
  • Coverage: Labor included, parts as per agreement
  • Escalation Protocol: Clearly defined escalation ladder

4.3 Technical Support:

  • Hours: 8:00 AM – 5:00 PM CST, Monday–Friday
  • Channels: Phone, Email, Remote Access
  • Log: All interactions must be recorded and reported

5. COMPLIANCE REQUIREMENTS

5.1 Vendor Qualifications:

  • Agilent-certified service provider
  • ISO 9001:2015 preferred
  • At least 3 years of relevant maintenance experience
  • Midwest-based team preferred
  • Agilent-trained field engineers

5.2 Regulatory Alignment:

  • Maintenance must align with ISO 17025, FDA 21 CFR Part 11
  • Documentation must be audit-ready
  • Vendor support may be required during regulatory inspections

5.3 Recordkeeping:

  • PDF-format service reports and PQ certificates
  • Component traceability required
  • Quarterly service and performance reports

6. COMMERCIAL REQUIREMENTS

6.1 Contract Terms:

  • 12-month term with up to 2 annual extensions
  • Clear list of included vs. chargeable services
  • Standard payment terms: Net 30 days

6.2 Service Level Objectives (SLOs):

  • 99% on-time PM completion
  • 100% PQ success following service
  • 72-hour resolution for critical issues
  • Penalties for repeated SLA violations may be applied

6.3 Additional Benefits:

  • Annual operator training (2 hours)
  • Guaranteed spare part availability
  • Software update compatibility assessment
  • Green disposal of replaced components

7. PROPOSAL EVALUATION CRITERIA

Evaluation Area Weight
Technical Solution 35%
Vendor Experience & Team 20%
SLA Commitment & Reporting 15%
Pricing & Cost Structure 15%
References & Performance 10%
Value-Added Services 5%

8. TIMELINE

Activity Date
RFQ Issuance May 14, 2025
Pre-Bid Conference (Zoom) June 9, 2025
Proposal Deadline June 22, 2025
Vendor Selection Complete July 6, 2025
Contract Finalization July 15, 2025
Service Start August 1, 2025

9. PRE-BID CONFERENCE

A virtual pre-bid meeting will be hosted to answer questions and ensure understanding of the scope. Additional queries should be emailed. Consolidated responses will be sent to all vendors.

10. CONTACT INFORMATION

Procurement Contact:
Alex Morgan
Manager – Strategic Procurement
πŸ“§ alex.morgan@vertexascientific.com
πŸ“ž +1 (414) 555-9073

Technical Contact:
Dr. Leila Hammond
QC & Regulatory Lead
πŸ“§ leila.hammond@vertexascientific.com
πŸ“ž +1 (414) 555-9081

11. APPROVALS

Name Department Signature Date
Alex Morgan Procurement __ __
Dr. Leila Hammond QC & Compliance __ __
James Lo Finance __ __
Carla Moore Operations __ __

Vertexa Scientific Inc.
7211 Lakeside Industrial Parkway
Cedar Grove, WI 53013
Website: www.vertexascientific.com


12. TERMS & CONDITIONS

Vendor agreement will be governed by Vertexa’s standard terms, including confidentiality, warranty, indemnity, and force majeure. Disputes will be resolved under Wisconsin law. Legal review is required for any deviations.

13. ETHICS & RESPONSIBILITY

Vertexa enforces fair competition, transparency, and sustainability. All vendors must comply with our Supplier Code of Conduct and uphold standards in safety, labor, and environmental stewardship.


Β© 2025 Vertexa Scientific Inc. | All rights reserved.

Deliverable Example

Sample output delivered by the RFQ Broadcast AI Agent:

RFQ Broadcast AI Agent Output

Project: AMC for HPLC Systems
Company: Vertexa Scientific Inc.
RFQ Reference: AMC-2025-VTX-001
Issue Date: May 14, 2025


1. Vendor Shortlist

Vendor Name Region Agilent Certified Domain Expertise Past AMC Performance Selected
PrecisionLab Services Midwest (WI) βœ… Analytical Instrumentation Excellent βœ…
ChromoTech Solutions Illinois βœ… Pharma Lab Equipment Good βœ…
Apex Instrument Care Minnesota βœ… Biotech QC Equipment Excellent βœ…

2. Personalized Messages

To: PrecisionLab Services (rfqs@precisionlabservices.com)

Subject: Request for Quotation – HPLC AMC at Vertexa Scientific (RFQ Ref: AMC-2025-VTX-001)

Dear PrecisionLab Services Team,

We are pleased to invite your organization to submit a quotation for our Annual Maintenance Contract (AMC) covering Agilent 1260 Infinity II HPLC systems at our Cedar Grove, Wisconsin facility.

As a trusted provider with a strong track record in analytical instrument maintenance and an Agilent-certified service team in the Midwest, your firm has been identified as a strong fit for this opportunity.

Key Details:

  • RFQ Reference: AMC-2025-VTX-001
  • Proposal Due: June 22, 2025
  • Contract Start Date: August 1, 2025
  • Pre-Bid Conference: June 9, 2025 (Virtual)

You can download the full RFQ document here:
πŸ“Ž Vertexa_RFQ_2025.md

Should you have any questions or require clarification, please contact me directly at alex.morgan@vertexascientific.com.

We look forward to your participation.

Warm regards,
Alex Morgan
Manager – Strategic Procurement
Vertexa Scientific Inc.


To: ChromoTech Solutions (contact@chromotech.com)

Subject: Request for Quotation – HPLC AMC at Vertexa Scientific (RFQ Ref: AMC-2025-VTX-001)

Dear ChromoTech Solutions Team,

We invite your team to submit a quotation for the Annual Maintenance Contract (AMC) for Agilent 1260 Infinity II HPLC systems located at our Cedar Grove, Wisconsin laboratory.

Your experience servicing pharma lab equipment and Agilent certification make you an excellent candidate for this contract.

Key Details:

  • RFQ Reference: AMC-2025-VTX-001
  • Proposal Due: June 22, 2025
  • Contract Start Date: August 1, 2025
  • Pre-Bid Conference: June 9, 2025 (Virtual)

The full RFQ document is available here:
πŸ“Ž Vertexa_RFQ_2025.md

For questions, please reach out to me at alex.morgan@vertexascientific.com.

Best regards,
Alex Morgan
Manager – Strategic Procurement
Vertexa Scientific Inc.


To: Apex Instrument Care (bids@apexcare.com)

Subject: Request for Quotation – HPLC AMC at Vertexa Scientific (RFQ Ref: AMC-2025-VTX-001)

Dear Apex Instrument Care Team,

We are requesting your quotation for an Annual Maintenance Contract (AMC) covering Agilent 1260 Infinity II HPLC systems at our Cedar Grove, Wisconsin facility.

Given your excellent track record supporting biotech QC equipment and Agilent certification, we believe your services will add great value.

Key Details:

  • RFQ Reference: AMC-2025-VTX-001
  • Proposal Due: June 22, 2025
  • Contract Start Date: August 1, 2025
  • Pre-Bid Conference: June 9, 2025 (Virtual)

The complete RFQ document can be accessed here:
πŸ“Ž Vertexa_RFQ_2025.md

Please contact me directly at alex.morgan@vertexascientific.com with any questions.

Sincerely,
Alex Morgan
Manager – Strategic Procurement
Vertexa Scientific Inc.


3. Dispatch Summary

Vendor Email Status Timestamp
PrecisionLab Services rfqs@precisionlabservices.com Sent 2025-05-15 10:32 AM
ChromoTech Solutions contact@chromotech.com Sent 2025-05-15 10:34 AM
Apex Instrument Care bids@apexcare.com Sent 2025-05-15 10:37 AM

Next Step: Manual follow-up scheduled 3 days prior to proposal deadline.

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