RFI Creation and Tracker

Purpose

RFI Creation and Tracker supports the creation and tracking of Request for Information document lists for commercial banking workflows. It helps manage document requests and received documents in SharePoint while sending automated emails to inform relevant stakeholders about progress and required actions.

Primary users

The primary users are specified as both, with no further user group detail provided. Based on the provided information, the agent is intended for stakeholders involved in requesting, providing, tracking, or monitoring documents related to RFI processes.

Where it fits (process/stage/trigger)

This agent fits into the RFI document collection process, starting when a user provides a text prompt and an RFI template. It is used during the stage where requested documents must be listed, tracked in SharePoint, monitored for receipt, and followed up through automated prompts or reminders.

Key capabilities / workflow

The agent creates a Request for Documents list, manages requests and received documents in SharePoint, and sends automated reminders or prompts for required actions. Its workflow uses the provided prompt and RFI template to build the request list, track document receipt, and notify stakeholders on progress or pending document submissions.

Inputs

Typical inputs include a text prompt and an RFI template. The available dataset may include different types of RFI templates, as provided in the source information.

Outputs / Deliverables

The outputs are automated emails informing relevant stakeholders about the progress of documents received and reminders to provide requested documents. Additional deliverables are not specified.

Value

RFI Creation and Tracker helps streamline document request tracking by centralizing the request and receipt process in SharePoint and automating stakeholder communications. Its value lies in improving follow-up, visibility, and action tracking during RFI document collection.