What Data for This Category Looks Like
Pre-sales technical solution-related data comes primarily from customer interviews, bidding documents, vendor product materials, and historical project plans. Four types of documents are produced regularly: technical proposal books, customer requirement research forms, quotation lists, and demo scripts. Common fields include proposal version number, release time, customer identifier, technical roadmap, quotation details, and demo script version. Unlike bidding document compilation materials, this category focuses on clarifying technical roadmaps and implementation boundaries. Data updates occur per project or weekly. The volume of documents processed per task varies based on project scale.
What Constraints These Characteristics Impose on Scheduled Tasks and Automation
Data sources are scattered and require compatibility with multiple document formats. Scheduled tasks must support multi-source data pulling and format-compatible processing. Data updates happen per project or weekly. Task trigger cycles should not be too frequent, and must align with project progress timelines. Errors in pre-sales technical solutions directly affect bidding outcomes. Tasks must include failure alerts and retry mechanisms to prevent release delays or data errors from temporary exceptions. Document structures vary widely across different projects. Automated workflows must support flexible configuration of field extraction rules to meet summary needs for different scenarios.
How to Configure Settings
| Configuration Item | Recommended Value | Rationale |
|---|---|---|
| Task Trigger Cycle | Every 12 hours or every Monday at 00:00 | Aligns with the per-project or weekly update frequency of pre-sales technical solutions |
| Multi-Source Data Pull Scope | Customer interview minutes, bidding document attachments, vendor product materials | Covers core data sources for this category |
| Supported Document Formats | .docx, .pdf, .md | Adapts to the four regularly produced document types |
| Failure Retry Count | 3 times | Prevents task failure from temporary network fluctuations |
| Task Execution Timeout | 1800 seconds | Covers processing duration for large-scale proposal documents |
| Alert Trigger Threshold | 2 consecutive execution failures | Detects serious exceptions promptly to avoid impacting project progress |
Three Common Misconfigurations
- Symptom: A prompt reading "Unable to use browser auto-copy, please manually copy the content below" appears. Cause: Cross-domain access permissions are not configured, so automatically generated release content cannot call the browser's native copy interface.
- Symptom: Automatically generated requirement documents do not match specified product information fields. Cause: The data source for corresponding vendor product materials is not bound in the task configuration, resulting in incomplete field extraction.
- Symptom: No operation report file is generated after the scheduled task runs. Cause: No output path is set after task execution succeeds, so result files are not saved to storage.
How to Confirm Configuration Is Complete
- Manually trigger the scheduled task once, then check if release notes and operation report files in the correct format are generated.
- View task logs in FastGPT v4.17.0, confirm no errors occur in multi-source data pulling, document processing, and result output stages.
- Simulate a configured copy or PDF download process, confirm the function triggers normally.
- Wait for the preset task trigger cycle, confirm the task runs automatically as planned and generates corresponding files.
The values provided here are common starting points. They should be evaluated against the reader's own samples.
Question material comes from public community discussions. Configuration values are common starting points and should be measured against your own samples. Verified on 2026-10-19.