AI RFI Processing and Response Agent
Automating RFI Processing and Response with AI
Auto-Draft RFIs with Precise Document Citations
The agent transforms field notes, photos, or marked-up sheets into complete RFI packages—automatically citing the exact drawing sheets, detail callouts, and CSI spec sections with embedded hyperlinks and image snippets.
Enforce SLAs and Route to the Right Reviewers
Automated workflows assign ball-in-court ownership based on discipline, set contractual due dates, send reminders, and escalate overdue items—so no RFI slips through the cracks or stalls on the critical path.
Consolidate Responses and Flag Scope Changes
Multi-reviewer inputs are summarized into a single official response draft, with automatic prompts when an ASI, Bulletin, or PCO is required—reducing back-and-forth and protecting against claims exposure.
How Cassidy automates RFI management using AI
Step 1: Trigger on new RFI request
The Workflow activates when a project engineer submits a field note, photo, voice memo, or marked-up sheet—or when an issue is flagged in Procore, Autodesk Build, or your project's CDE.
Step 2: Index plans, specs, and project history
Cassidy's Knowledge Base ingests and indexes all contract documents—drawings, specifications, addenda, and prior RFIs—using OCR and semantic search to map sheet references, CSI sections, and spatial context like gridlines and room numbers.
Step 3: Draft the RFI with auto-citations
Cassidy generates a complete RFI package: a clear, singular question; proposed solutions; precise references to drawing sheets and spec sections with hyperlinks and callouts; embedded photos; and a needed-by date derived from the project schedule. The system classifies the reason code and discipline, and flags potentially unjustified RFIs if the answer already exists in the contract documents.
Step 4: Route and assign reviewers
The Workflow automatically assigns ball-in-court ownership to the appropriate Architect, Engineer of Record, or subconsultant based on discipline. Contractual due dates are set, reminders are scheduled, and overdue items are escalated—all tracked in a live dashboard.
Step 5: Consolidate reviewer inputs into an official response
Cassidy summarizes inputs from multiple reviewers and generates a consolidated official response draft for the RFI Manager. When the response changes scope, cost, or schedule, the system prompts creation of an ASI, Bulletin, or PCO and prefills the required documentation.
Step 6: Distribute, link, and close
The official response is pushed back into your CDE, attached to the relevant sheet locations, and distributed to impacted trades with read receipts. Cassidy links the RFI to schedule activities and budget items, updates the RFI Register with full ball-in-court history, and maintains an auditable trail for closeout and claims defense.
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
