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Documentation Index

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RFP Requirement Extraction

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What does this mean?

Proposal teams quickly assess fit and plan responses without combing through 100-page documents, accelerating go/no-go, clarifying ownership, and ensuring compliant, on-format submissions. Parses lengthy RFPs to extract the essentials teams care about, including key details (deadlines, submission dates, contacts, delivery method), requirement types (functional, technical, security/compliance, service levels, integrations), response format expectations (questionnaires, matrices, page limits, attachments), and evaluation mechanics (scoring criteria, weighting, must-haves); then compiles a skimmable summary and structured spreadsheet with source references.

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Workflow steps

1

Upload the RFP document

The Workflow starts when a team member uploads the RFP document—whether it’s a 50-page PDF or a 200-page procurement package—and kicks off the extraction process.
2

Parse and extract key details

Cassidy analyzes the full document to pull out essential logistics: submission deadlines, point-of-contact information, delivery method requirements, and any critical dates the team needs to track.
3

Identify requirement types

The Workflow categorizes requirements across functional, technical, security/compliance, service level, and integration categories—organizing what would otherwise take hours of manual review.
4

Capture response format expectations

Cassidy extracts formatting rules including questionnaire structures, response matrices, page limits, and required attachments so the team knows exactly how to structure their submission.
5

Surface evaluation mechanics

The Workflow identifies how the RFP will be scored—pulling out weighting criteria, must-have requirements, and evaluation factors that help the team prioritize their response strategy.
6

Generate a skimmable summary

Cassidy compiles a concise overview that lets stakeholders quickly assess fit and make go/no-go decisions without reading the entire document.
7

Export structured spreadsheet with source references

The Workflow outputs a formatted spreadsheet organizing all extracted requirements, details, and evaluation criteria—complete with source references back to the original document for verification and response planning.

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