> ## Documentation Index
> Fetch the complete documentation index at: https://help.trytuuli.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track and Manage RFIs Across Your Project

> Create RFIs manually, sync email threads from Gmail, search and filter your log, bulk delete records, and use AI to draft responses faster.

The RFI module is the central place to track every Request for Information on your project. You can create RFIs manually, pull them in automatically from Gmail threads, and use the AI assistant to draft and refine responses — all scoped to the project you have selected in the sidebar.

## RFI statuses

Every RFI carries one of four statuses that reflect where it is in the review cycle:

| Status      | Meaning                               |
| ----------- | ------------------------------------- |
| **Open**    | Submitted and awaiting a response     |
| **Closed**  | Resolved and no further action needed |
| **Overdue** | Open past its due date                |
| **Draft**   | Created but not yet submitted         |

## Creating an RFI manually

<Steps>
  <Step title="Select a project">
    Choose a project from the sidebar. The **New RFI** button only appears when a project is active — you cannot create RFIs from the Workspace Hub view.
  </Step>

  <Step title="Open the New RFI dialog">
    Click **New RFI** in the top-right corner of the RFIs page.
  </Step>

  <Step title="Fill in the fields">
    Enter a **Subject** and the full **Question** text. Both fields are required before you can save. Optionally, type a name or email in **Assigned To** to route the RFI to a specific team member.
  </Step>

  <Step title="Create the RFI">
    Click **Create**. The new RFI appears at the top of the list, sorted newest-first.
  </Step>
</Steps>

<Tip>
  Use clear, specific subjects — for example, "Structural beam specification at grid B-4" — so recipients understand the scope before opening the record.
</Tip>

## Searching and filtering RFIs

Use the **Search RFIs** bar at the top of the list to filter by subject, question content, or any text field in real time. The search is live — results update as you type.

When a project is active in the sidebar, only that project's RFIs are shown. Switching to the **Workspace Hub** view displays every RFI across all projects and adds a Project column to the table.

## Viewing RFI detail

Click any row in the table to open the RFI detail view. From there you can read the full question, see the assigned party, review response history, and update the status.

## Bulk deleting RFIs

<Steps>
  <Step title="Select RFIs">
    Check the checkbox next to each RFI you want to remove. You can select as many rows as you need.
  </Step>

  <Step title="Delete the selection">
    A **Delete (n)** button appears in the toolbar once at least one RFI is selected. Click it to permanently remove the selected records.
  </Step>
</Steps>

<Warning>
  Bulk deletion is permanent. There is no undo, so confirm your selection before clicking **Delete**.
</Warning>

## Syncing RFIs from Gmail

RFI Manager can search your connected Gmail inbox and automatically create RFI records from matching email threads. This is useful when your team already manages RFIs by email and you want to bring that history into the platform.

<Note>
  Gmail sync requires a project to be selected. You cannot sync emails from the Workspace Hub view. Connect your Google account under **Settings → Integrations** before using this feature.
</Note>

<Steps>
  <Step title="Open the sync dialog">
    With a project selected, click **Sync Gmail** in the top-right corner.
  </Step>

  <Step title="Set a subject filter">
    Enter the text that appears in the subject line of your RFI emails — for example, `TUULI RFI` or `Project 42 RFI`. RFI Manager searches Gmail for messages whose subject contains this string.
  </Step>

  <Step title="Optionally set a start date">
    Leave **Start Date** blank to pick up from where the last sync left off. Set a specific date to import only emails received on or after that date.
  </Step>

  <Step title="Run the sync">
    Click **Sync Emails**. A banner appears while RFI Manager searches Gmail. When the sync completes, a toast notification reports how many emails were found and how many new RFIs were created. Emails that already have a matching RFI record are skipped automatically.
  </Step>
</Steps>

<Tip>
  Use a project-specific prefix in your RFI subject lines (for example, "NORTH-TOWER RFI") to make subject filtering precise and avoid importing unrelated threads.
</Tip>

## Using the AI assistant for RFI responses

The AI assistant can help you draft, refine, and review responses for any RFI. Open the assistant from the main navigation and reference any open RFI by pasting its content into the chat, or use the in-line assistant button available on the RFI detail view.

The assistant is aware of documents you have uploaded to the [Knowledge Vault](/workflows/knowledge-vault), so it can pull in relevant specifications, submittals, or drawings when composing a response.

The AI assistant maintains a conversation history organized into sessions, so you can return to any previous RFI discussion without losing context.