Customer story · enterprise automation

How UiPath went from email threads and Slack questions to 700+ RFX automated in year one.

UiPath's global pre-sales teams were chasing answers across Slack, email, and shared drives to keep pace with high-volume security questionnaires and technical RFPs. Tribble replaced that friction with a governed knowledge layer: RFX drafts, conversational access to product intel, and analytics that compound with every response.

Industry Enterprise automation software
Use case RFX automation · knowledge access · deal intelligence
Tribble products AI Proposal Automation · AI Sales Agent · AI Knowledge Base · analytics
Teams covered NA Sales · EMEA SEs · Partners
Relationship 2.5+ years · 3 expansions

UiPath builds automation software used by thousands of enterprises globally. Their sales motion is technical, global, and document-heavy — a natural fit for the knowledge and RFX problems Tribble solves.

  • Scale

    700+ RFX projects in year one

    UiPath processed over 700 security questionnaires, compliance documents, and technical RFPs in their first twelve months without proportional pre-sales headcount increases.

  • Speed

    Cycle-time compression became the ROI target

    The video transcripts frame the next layer of value around shortening back-and-forth, identifying risk faster, and moving multiple customer cycles in parallel.

  • Knowledge

    1,000+ users, self-service answers

    Institutional knowledge that once lived in senior engineers' heads and Slack threads is now accessible through conversational answers, with confidence signals so teams know when to trust the answer and when to escalate.

  • Platform

    Three expansions over 2.5+ years

    UiPath consolidated their RFX toolchain into Tribble and expanded coverage as adoption grew across teams, turning response work into a source of pattern intelligence.

Before and after

The RFX backlog was a people problem masquerading as a process problem.

Every security questionnaire and technical RFP required the same cycle: find the right person, wait for their availability, hope the answer was current, format it for delivery. At UiPath's scale, that cycle was unsustainable.

Before Tribble

Chase the expert

Sales and pre-sales teams pinged colleagues on Slack or email to find answers. "Has anyone seen this before?" was a recurring pattern, with answers buried in previous threads or in one person's head.

Draft from scratch

Each RFX response required manual research across shared drives, product docs, and prior submissions. Consistency across geos and teams was hard to guarantee.

Wait for SE availability

Technical questions stalled deals. Account executives couldn't answer product or security questions without pulling in an SE, creating bottlenecks that lengthened sales cycles.

Knowledge walks out the door

Institutional knowledge was tied to individuals. When senior SEs moved teams or left, their expertise went with them — and had to be rebuilt from scratch.

With Tribble

Automated RFX drafts

Tribble ingests each questionnaire and generates confidence-scored draft responses sourced from UiPath's approved knowledge base. Pre-sales teams review and approve rather than drafting from zero.

Conversational access at every level

More than 1,000 users ask product and competitive questions in natural language and get sourced answers quickly, reducing the need to pull an SE into routine questions.

Knowledge that compounds

Every RFX response, conversational query, and reviewed answer improves the governed knowledge layer. Pattern recognition surfaces common themes, content gaps, and high-risk questions before they stall a deal.

Context passes to Day 2

The knowledge built during the sales cycle carries forward to CSMs and TAMs at handoff — so the relationship continues with full context, not a cold start.

In their words

The Slack question that shouldn't have to be asked

The "has anyone seen this before?" moment — when expert knowledge lives in people rather than systems — is exactly what Tribble eliminates.

"This is what worked in some of the pursuits that my peers engaged in that I was not familiar with — and helping them source and access that level of enterprise information that has contextual grounding in their customer and their situation. And it's a very powerful approach. The Slack question of 'hey team, has anybody seen this' — as opposed to having that expert that's able to raise their hand and say 'yeah, I know how this works.' That's generally where we're engaging Tribble."
UiPath sales team · institutional knowledge at scale

How Tribble helped

One knowledge layer across every sales motion.

AI Proposal Automation handles the questionnaire volume. Conversational access handles seller questions. The AI Knowledge Base connects both so every interaction can improve the next one across 1,000+ users and 700+ first-year RFX projects.

  • AI Proposal Automation

    Ingests security questionnaires, compliance documents, and technical RFPs. Generates confidence-scored draft responses. Human review focuses on edge cases, not routine answers.

  • AI Sales Agent

    Conversational AI for 1,000+ users across sales, sales engineering, and partner teams. Sourced answers to product, competitive, and security questions reduce routine SE escalations.

  • AI Knowledge Base

    The governed knowledge platform learns from every RFX response and conversational query. It surfaces content gaps, flags high-risk questions, and tracks answer quality over time.

More from the video cuts

The full transcript set shows why UiPath treated this as GTM infrastructure, not a response tool.

Grounded and controlled
"You're not getting the generic LLM response."

UiPath wanted answers grounded in context, with the organization able to control which details mattered in each scenario.

Seller coaching
"A credible coach in these are the next steps I need to take."

The value expanded from finding answers to helping sellers understand what their customers will care about next.

Connected data
"Salesforce and Clari and Highspot and SharePoint, Outlook..."

The knowledge brain became more useful as it connected revenue, enablement, content, and communication systems.

Behavior change
"It's about consistency and quality."

UiPath saw Tribble as a way to reinforce playbooks and keep sellers aligned around stronger go-to-market execution.

Launch speed
"In 3 months, we were able to build something that our sellers were able to leverage."

The implementation story matters because adoption followed quickly enough for sellers to feel the change in daily work.

Compounding intelligence
"You're starting to get economies of scale."

Successful pursuits and customer context feed the knowledge layer so other sellers can replicate what worked.

In their words

Adoption is about meeting people where they already work

1,000+ users don't happen by mandate. They happen when the tool shows up in Slack, in the browser, and on the desktop — wherever the workflow already lives.

"What I've been able to do — and what sells folks on the solution and gets adoption — is meeting them where they work. The fact that we're very flexible with leveraging Tribble in Slack, having a web app, having a desktop app that allows folks to kind of meet them where they're working. I truly feel like being able to get to a place where they're only interacting in the tools they already use is what makes the difference."
UiPath sales team · adoption and platform flexibility

Measured impact

2.5+ years of compounding returns.

Each year of adoption produced a new category of value — from RFX automation, to knowledge democratization, to platform consolidation and deal velocity.

700+

RFX projects processed in year one

Baseline: manual research, drafting, and review were becoming unsustainable as deal velocity increased. Source: UiPath + Tribble customer brief.

66×

Growth in RFX processing capacity

UiPath scaled response capacity without proportional increases in pre-sales headcount. Source: UiPath + Tribble customer brief.

1,000+

Active users engaging with Tribble conversationally

Spanning sales, sales engineering, and partner organizations. Consistent engagement patterns show the platform became embedded in core workflows. Source: UiPath + Tribble customer brief.

Renewals or expansions over 2.5+ years

Three expansions or renewals since November 2023, with tool consolidation as a key expansion driver.

In their words

The ROI case: compress the whole sales cycle

Faster knowledge access doesn't just save hours on a questionnaire. UiPath framed the bigger target as cutting back-and-forth, surfacing risks earlier, and moving more pursuits in parallel.

"What's going to drive ROI is being able to compress sales cycles. Being able to then replicate that at scale and do that with multiple customers at any given time in parallel — it'll start to compound against itself. We'll see time savings initially, but as the sales cycle progresses, all of that insight and focus on objectives will start to shrink down."
UiPath sales team · sales cycle compression and ROI

Beyond RFX

The knowledge layer that keeps expanding.

The RFX motion opened the door. What followed was a broader shift in how UiPath's go-to-market teams access and act on institutional knowledge.

  • SE bottlenecks, dissolved

    Account executives who previously had to queue for SE availability can now get sourced answers to product and technical questions in the flow of work. SE time is reserved for high-complexity customer moments, not routine look-ups.

  • 1,000+ reps, one knowledge base

    Across NA, EMEA, and Partner channels, every rep surfaces the same quality of answer from the same governed source. No more version drift between geos, no more "what did the last team tell them?"

  • Intelligence that patterns over time

    Analytics surface which questions are asked most frequently, where confidence is lowest, and which answers require the most human modification. That feedback loop turns every interaction into a source of improvement.

  • Platform consolidation

    Year three brought full tool consolidation — Tribble replaced the incumbent RFX toolchain rather than sitting alongside it. This simplified the stack, reduced vendor overhead, and concentrated institutional knowledge in one governed layer.

In their words

The context that closes deals keeps accounts

What UiPath built during the sales cycle doesn't stop at contract signature — it passes to CSMs and TAMs as the foundation for retention and expansion.

"One of the key things that we're focusing on is Day 2. Being able to take that same context from the sales cycle and then pass it on to our CSMs and TAMs — and allowing them to build off of that — is something that's going to be extremely powerful. Not only are we going to be able to grow accounts from a general sales cycle, we're also going to be able to retain them and grow them exponentially, because they have that same follow-through and carry-through of context that was established earlier on in the sales cycle, all the way to Day 2."
UiPath sales team · Day 2 context and retention

What buyers ask

Questions from teams evaluating Tribble for RFX and knowledge access.

  • How does Tribble let a team scale RFX without proportional headcount increases?

    Tribble AI Proposal Automation supports the drafting layer. When a questionnaire arrives, the platform ingests it, matches questions against the approved knowledge base, and generates confidence-scored responses. The pre-sales team reviews and approves instead of drafting from zero. UiPath processed 700+ RFX projects in year one without proportional pre-sales headcount increases.

  • What happens to institutional knowledge when senior people leave or move teams?

    Tribble captures knowledge as it is created: every RFX response, conversational query, and reviewed answer. That knowledge stays in the system. When a senior SE moves teams, their domain expertise remains accessible to other sellers, and the governed knowledge layer keeps learning from future interactions.

  • How do you get 1,000+ people actually using a new tool?

    UiPath's adoption approach: meet users where they already work. Tribble runs in Slack, in a web app, and as a desktop app so reps do not have to change their workflow to use it. The tool shows up inside the existing motion and earns daily use by delivering sourced, reliable answers.

  • What does "tool consolidation" mean in practice?

    By year three, UiPath replaced their incumbent RFX platform with Tribble rather than running them in parallel. One knowledge layer means one source of truth, one governance model, and one set of analytics — rather than answers fragmented across multiple tools. That consolidation was the primary driver of their third contract expansion.

See how Tribble turns scattered sales knowledge into institutional intelligence.

700+ RFX projects processed. 1,000+ users with self-service access to expert answers. Three expansions built on sustained adoption.

Get a demo