Issue an RFI

Create and send tailored RFIs to streamline vendor sourcing

Use template
AGENTS
Operations Agent
CATEGORY
Operations
INDUSTRIES
B2B Technology
Small Business
Logistics & Supply Chain
Manufacturing
B2C Technology
Food & Beverage
Healthcare & Wellness
Hospitality
Media & Entertainment
Real Estate & Construction
Finance & Professional Services
DTC & Ecommerce
Education

Introduction

This template simplifies the process of issuing an RFI to your target vendor list. It streamlines early-stage sourcing by helping you gather key information from vendors in a consistent, structured format.

⚠️ Before running this template

We suggest adding your vendor contact list to your Workflow Context. To have the final step email the vendor directly, please connect your email in Settings and include the “Email” tool in the last step.

How this template works

  1. An Operations agent reviews the sourcing requirements for the target category.
  2. The agent generates the vendor RFI document based on those requirements.
  3. The agent emails the RFI document to a predefined vendor list.

Why you should use an Issue an RFI template

This template takes the hassle out of creating and distributing RFI by automating the process and ensuring you get consistent, relevant information from every vendor. It saves time, improves comparisons, and helps you make smarter, faster vendor decisions with confidence.

Who should use an Issue an RFI template

This template is ideal for procurement managers, operations managers, and any professionals involved in sourcing and vendor management. It is particularly beneficial for businesses looking to establish a formal and consistent RFI process to improve their procurement outcomes.