Auto-fill RFPs in seconds

Branded graphic illustration showing how Cassidy AI allows users to extract RFPs' questions from any document format

Extract questions at scale from any RFP document format

Cassidy can generate responses to RFPs from almost any type of file teams will send you. Simply upload the text or file, and Cassidy will extract the questions for you.

Branded graphic illustration showing how Cassidy AI allows users to extract RFPs questions at scale

Generate accurate answers in seconds

Cassidy’s RFP responder searches across 100+ knowledge tools like Slack and OneDrive to give up-to-date and accurate answers. It even cites its sources so you can verify your data.

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Respond to RFPs without leaving Slack or your email

Simply tag Cassidy in Slack to ask any question, and it will respond instantly in a thread with an answer. Or get thorough answers to customer questions directly from your email. Faster responses means closing more customers.

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"I never thought I’d be able to automate responding to our RFPs until I found Cassidy. It was incredibly easy to connect my tools, and helps us respond 5x faster to customers so we can close more deals."

Aaron, Head of Sales at Lexer

Lexer is a leading customer experience platform that brings together data from every channel, making it easier to connect with shoppers, boost sales, and build lasting loyalty.

Learn how Lexer responds to RFPs and customer support questions in a few minutes

faster replies to RFPs questions

Secure, governed, and ready for enterprise

Cassidy supports enterprise security, privacy, and governance requirements, with controls for identity, access, data protection, and organizational oversight.

SOC 2 type II

Attested

GDPR

Compliant

HIPAA

Compliant

CASA

Validated

No model training on your data

Your information stays private and is never used for training

Single sign-on (SSO)

Connect your identity provider for secure, centralized access

Advanced RBAC user permissions

Fine-grained control over access across teams and roles

Advanced data security

Row-level security and granular access controls protect against unauthorized access

Choose your model

Select from leading models from OpenAI, Anthropic, and Google

Organization-wide instructions

Set guardrails and rules that apply across every Agent and Workflow

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FAQ

Find answers to common questions about the platform, security, and getting started. Still have questions? Talk to our team!

Can Cassidy learn from new RFPs over time?

Yes. As you submit more responses, Cassidy can add approved answers to your knowledge base—making each new RFP faster and easier.

Is it secure enough for sensitive RFPs?

Yes. Cassidy is SOC 2 Type II compliant, with encryption, access controls, and audit logging to meet enterprise security requirements.

How does Cassidy integrate with our tools?

Cassidy works with 100+ tools—Google Drive, SharePoint, Notion, Salesforce, and more—so it can pull answers directly from your existing content.

How long does it take to get started?

You can have your first RFP automation live in a day. Our team will help you connect sources and configure the workflow quickly.

Can we review and edit responses before sending?

Yes. Cassidy drafts the responses, and your team can review, edit, or approve them before final submission—you’re always in control.

Do I need to manually import historical information?

No. Cassidy connects directly to where your information already lives—like SharePoint, Google Drive, Notion, and more. Setup takes just five minutes.

Where does Cassidy get the answers from?

Cassidy pulls from your company’s verified documentation, past RFPs, knowledge base, and CRM. It only uses trusted sources to ensure answers are accurate and consistent.

What kinds of RFPs can Cassidy handle?

Cassidy can automate responses to any type of RFP, RFI, security questionnaire, vendor assessment, or procurement document—no matter the format or complexity.

Move from idea to production with Cassidy

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