AI Bid Compliance Matrix Agent for Power Generation Equipment

How Cassidy automates RFP intake using AI

Step 1: Trigger on RFP intake

The Workflow activates when a new tender pack is uploaded or received—ingesting all volumes, specs, T&Cs, datasheets, drawings, SOW/SOR, and addenda into a controlled baseline.

Step 2: Parse and extract requirements

Cassidy processes documents using OCR and structural detection, identifying obligating language across headings, tables, and lists. Each clause receives a unique ID with source location preserved.

Step 3: Classify and assign ownership

Requirements are automatically classified by discipline—electrical, mechanical, controls, QA, legal, sourcing—and routed to the appropriate owners with SLAs and deadline tracking.

Step 4: Map to standards and certifications

Cassidy searches the Knowledge Base to crosswalk cited standards (IEC, IEEE, ISO, NEMA, NFPA, ASME, API, UL) against your internal standards library, product certifications, and type test evidence.

Step 5: Build compliance matrix with gap analysis

The agent generates a clause-by-clause matrix with status codes (Comply, Deviation, Exception, Clarification), flags conflicts between standards, and identifies requirements that need engineering review.

Step 6: Link evidence and generate deliverables

Cassidy connects each clause to supporting artifacts—certificates, test reports, drawings, and proposal text—then exports buyer-ready compliance tables, D&E registers, and traceability matrices in required formats.