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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Branded graphic illustration showing how Cassidy AI allows users to get accurate answer to RFPs in seconds

Branded graphic illustration showing how Cassidy AI allows users to reply to RFPs without leaving their Slack or email

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

Enterprise-level security

SOC 2 Type II

GDPR

CASA

The security-first AI platform

Our security center

Single Sign-On (SSO) capability

Supports enterprise Single Sign-On (SSO) providers to ensure secure and centralized user authentication.

SOC 2 Type II compliant

Cassidy has achieved SOC 2 Type II compliance, demonstrating our adherence to user and workspace security.

Advanced user-level permissions

Configure your workspace to have restricted permissions to data depending on user level.

GDPR compliant & CASA certified

Cassidy adheres to GDPR compliance regulations and is CASA Certified, with advanced security for user privacy.

Enterprise-level data security

Our security infrastructure includes row-level security and granular access control, protecting against unauthorized access.

No model training

Unlike ChatGPT and other platforms, we never use your private data to re-train models.

FAQ

Have a question? Here are the answers to our most frequently asked questions. If you don’t find what you’re looking for make sure to contact us.

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.

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.

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.

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.

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.

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.

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.

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.

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