Build an RFP-response generator agent from your own content

Step 1: Build the source libraryWord

Pull your strongest past responses into a dedicated SharePoint library organized by topic or question type (security, implementation timeline, pricing structure), and prune anything outdated or from a since-changed product.

The agent weighs every document in its library equally, so stale content competes with your best, current language instead of staying out of the way.

Step 2: Build the agent on that libraryCopilot Studio

Use Copilot Studio's template for a Request-for-Proposal generator, pointed at your proposal library instead of general knowledge.

Prompt idea:

Using our proposal library, draft a response to this RFP's technical requirements section. Match our established tone and reuse proven language where a past response covers the same topic, but tailor the specifics to this client's stated requirements.

Step 3: Review for accuracy on every client-specific detailWord

A drafted response built from past proposals can carry over details that don't apply to this client — check every number, name, and commitment against the actual RFP.

Step 4: Feed winning responses back into the libraryWord

Every time you win an RFP, add the winning language back into the source library so the agent keeps improving.

Check the work

• Check every specific commitment or number in the draft against what this RFP actually asked for, not a past client's requirements.
• Confirm no reused language references the wrong client or product by mistake.
• Have a human own the final submission — this speeds up the first draft, not the sign-off.

Source: Microsoft Learn, "Create a Request for Proposal generator agent from a template" (2026)