AI RFP Analysis Agent

How Cassidy automates RFP analysis using AI

Step 1: Trigger on RFP intake

The Workflow activates when an RFP arrives—via email, procurement portal, or manual upload. Cassidy ingests the full package, runs OCR on scanned documents, and inventories every file with metadata like issuer, due dates, and submission requirements.

Step 2: Shred requirements and build compliance matrix

Cassidy parses the RFP to extract each requirement, anchored to obligation markers (shall, must, will) and section references. It generates a compliance matrix mapping every item to its citation, response guidance, owner field, and risk flags for knockouts or ambiguities.

Step 3: Generate executive brief and bid/no-bid scorecard

The Workflow produces an opportunity snapshot—scope, evaluation factors, incumbent notes, and timeline—alongside a structured bid/no-bid scorecard. Cassidy auto-populates evidence from your Knowledge Base and flags red flags, delivering a recommendation with clear rationale.

Step 4: Surface content and assign owners

Cassidy searches your answer library to recommend case studies, bios, SLAs, and proof points matched to each requirement. It builds a responsibility matrix with section leads, SMEs, and deadlines, then routes assignments to your team via Slack or Teams.

Step 5: Human-in-the-Loop review and finalization

Proposal leads review the compliance matrix, approve content suggestions, and refine AI-drafted responses. Cassidy runs live compliance checks—page limits, formatting, mandatory forms—before packaging the submission per portal rules, with a full audit trail preserved.