Jan 19, 2025
10:48 AM

Automating RFP and RFI Responses with AI

A guide to streamlining your RFP/RFI response process using AI automation tools to save time and maintain consistency across proposals.

Author Image

Ghita El Haitmy

CEO @ Techbible

Automating RFP and RFI Responses with AI

This guide demonstrates how to leverage AI to automate the tedious process of responding to RFPs (Request for Proposals) and RFIs (Request for Information). By using AI tools like Cassidy, you can automatically generate responses based on your previous proposals and knowledge base, ensuring consistency while dramatically reducing the time spent on proposal writing.


Time to Value

~5 minutes to import and process an RFP


Tools Needed

  1. Cassidy
  2. RFP/RFI documents
  3. Previous proposal responses database


Who It's For

  1. Business owners
  2. Sales teams
  3. Proposal managers
  4. Bid response teams
  5. Business development professionals


Steps

  1. Import RFP document into Cassidy
  2. Auto-extract questions from the document
  3. Click "Run All" to generate responses
  4. Review AI-generated answers with cited sources
  5. Export completed responses to CSV


Key Benefits

  1. Automated response generation
  2. Source citation for accountability
  3. Consistency with previous proposals
  4. Significant time savings
  5. Easy export functionality