RFI responses,
drafted by AI.

Copilot Studio · Power Platform

Proposal teams leaned on experts to draft every RFI. We automated requirement extraction and drafting on Copilot Studio — consistent submissions from a governed knowledge base.

Financial Services
Proposal Automation
Copilot Studio

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Overview

At a glance

What was built, on what, and why it matters.

Industry: Financial Services
Domain: Proposal Management & Knowledge Operations
Solution: Proposal Automation · Knowledge Management · Workflow Automation
Technology partner: Microsoft
AI accelerator: Microsoft Copilot Studio

Impact

Key outcomes

Measured where it counts.

01Accelerated RFI and proposal response preparation
02Reduced manual effort through AI-driven automation
03Improved consistency across proposal submissions
04Established a scalable knowledge-management framework

The challenge

Expert time, spent on drafts.

Preparing Request for Information (RFI) responses was manual and time-consuming, leaning heavily on subject-matter experts to gather information, draft responses, and ensure compliance with customer requirements.

With no centralised knowledge repository, submissions were inconsistent, while manual workflows limited scale and extended turnaround.

The solution

Automated drafts, governed reuse.

Copilot Studio + Power Platform over a central knowledge base.

DBiz implemented an AI-powered RFI response solution using Microsoft Copilot Studio and Microsoft Power Platform.

It extracts customer requirements, identifies relevant approved content, and generates structured draft responses for review. A centralised knowledge repository improves reuse, consistency, and governance — and human validation workflows ensure accuracy and compliance while continuously improving the knowledge base.

The result

Less effort, more consistency.

The solution streamlined proposal development by reducing the effort to prepare and manage RFI responses. Centralised knowledge and automated content generation improved consistency while reducing dependency on experts for routine responses.

The governed review process maintained quality and compliance, creating a scalable foundation for future growth.

Under the hood

Technology stack

Layer	Technology
AI platform	Microsoft Copilot Studio
Automation platform	Microsoft Power Platform
Knowledge management	Centralised Knowledge Repository
Core capabilities	Requirement Extraction · Knowledge Matching · Draft Generation
Governance	Human Validation Workflows

Delivered across

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RFI responses,drafted by AI.