> ## 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 Requirement Extraction

> Quickly assess fit, plan responses, and ensure compliant, on-format submissions by parsing lengthy RFPs to extract key details and requirements.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/rfp-requirement-extraction-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=11b04afe92c1088c26c47e1cf1ae44f0" alt="RFP Requirement Extraction" width="1920" height="1080" data-path="images/use-cases/rfp-requirement-extraction-img-0.png" />
</Frame>

## 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.

## Workflow steps

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Related

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