What to provide
Complete request for proposal, attachments, deadlines, and response instructions.
Starting prompt
Create an RFP compliance matrix with requirement, exact source location, response evidence needed, internal owner, and due date. Do not assume an unanswered item is optional.
Trial case
Add a mandatory requirement that appears only in an attachment. The matrix should capture it with the attachment reference and keep response ownership visible.
Review gate
The bid lead checks appendices and addenda, then assigns owners and confirms submission rules directly from the source.
How to score the result
Missed mandatory requirements and time spent assembling the first compliance checklist.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Claude for Business Documents and Analysis or the AI business strategy guide.