AI Pursuit Workflow Automation Agent
Automating Bid Pursuit Workflows with AI
Compress Time-to-Submittal Without Sacrificing Compliance
AI automation parses RFP packages, extracts requirements, and builds compliance matrices in hours instead of days—flagging page limits, mandatory forms, and signature requirements before they become missed deadlines.
Orchestrate Content and Estimating in Parallel
The agent curates best-fit resumes and project sheets, drafts technical narratives anchored to win themes, and generates scope sheets for trade packages while precon teams focus on pricing strategy and subcontractor outreach.
Eliminate Portal Pitfalls and Last-Minute Scrambles
Automated preflight checks validate file sizes, naming conventions, and portal schemas before submission—capturing timestamps and audit trails so teams can submit early and avoid timeout disasters.
How Cassidy automates RFP response using AI
Step 1: Trigger on RFP receipt
The Workflow activates when a new solicitation lands—whether from an owner portal like Bonfire or BidExpress, a private invite, or a manual upload—and auto-dockets due dates, addenda deadlines, and Q&A cutoffs to your pursuit calendar.
Step 2: Shred and map the RFP
Cassidy parses the solicitation, attachments, exhibits, and forms to extract instructions to offerors, evaluation criteria, page limits, font requirements, and compliance clauses—then builds an annotated outline and compliance matrix with gaps flagged.
Step 3: Score Go/No-Go fit
The Workflow pulls from your Knowledge Base to score pursuit fit against client history, team capacity, delivery method experience, bonding requirements, safety metrics, and DBE/MBE goals—surfacing a structured decision record for leadership.
Step 4: Curate content and draft narratives
Cassidy retrieves best-fit project sheets and resumes filtered by market, size, and delivery method, then drafts technical sections—means/methods, safety program, schedule narrative, BIM/VDC approach—anchored to your firm standards and win themes.
Step 5: Generate scope sheets for estimating
The Workflow maps RFP requirements to trade packages and auto-generates scope sheets, tracking alternates, allowances, and exclusions in an assumptions register that stays synchronized with the proposal narrative.
Step 6: Run compliance and review checks
Cassidy validates the near-final package against the compliance matrix, audits page counts and font rules, checks consistency across fee tables and contingencies, and routes required forms for signature—supporting your color-team reviews with automated checklists.
Step 7: Preflight and submit
The Workflow runs portal-specific preflight checks on file sizes, naming conventions, and upload schemas, then packages the submission with timestamps and receipts archived for audit trails.
Step 8: Capture outcomes to Knowledge Base
Post-submittal, Cassidy tracks clarifications and BAFO changes, then logs debrief notes, win/loss outcomes, and pursuit KPIs back to your Knowledge Base—feeding continuous improvement for future bids.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
