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

# RFP Go/No‑Go Scoring

> Ingests new RFP documents, applies a custom go/no‑go rubric, and outputs a pursue/no‑bid recommendation with a scored breakdown and cited reasons.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/rfp-go-no-go-scoring-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=663b73ae3c0f6ea65139d698c99e55d5" alt="RFP Go/No‑Go Scoring" width="1920" height="1080" data-path="images/use-cases/rfp-go-no-go-scoring-img-0.png" />
</Frame>

## What does this mean?

Teams make faster, consistent bid decisions, focus effort on high‑probability opportunities, and avoid time spent sifting through low‑fit RFPs.

Ingests new RFP documents, applies your company’s custom go/no‑go rubric for fit, budget, timeline, scope, and required capabilities, and outputs a pursue/no‑bid recommendation with a scored breakdown and cited reasons—no portal access required.

## Workflow steps

<Steps>
  <Step title="Ingest new RFP document">
    The Workflow activates when a new RFP document is uploaded or received—whether from Google Drive, SharePoint, or uploaded manually.
  </Step>

  <Step title="Extract RFP requirements">
    Cassidy parses the document to pull out key details: scope of work, budget parameters, timeline expectations, required capabilities, compliance requirements, and submission deadlines.
  </Step>

  <Step title="Score against your go/no-go rubric">
    The Workflow applies your company's custom evaluation criteria—assessing fit, budget alignment, timeline feasibility, scope match, and capability requirements—and assigns scores to each category.
  </Step>

  <Step title="Generate pursue/no-bid recommendation">
    Based on the scored breakdown, Cassidy produces a clear recommendation with cited reasons pulled directly from the RFP, explaining why the opportunity does or doesn't meet your thresholds.
  </Step>

  <Step title="Deliver results for review">
    The scored breakdown and recommendation are sent to your team—via email, Slack, or Microsoft Teams—so decision-makers can quickly review and act without needing to access any external portal.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>
