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rfp-intake

Convert unstructured RFP documents into structured task lists with classifications.

43|6|Updated Apr 22, 2026
Search Tags:#automation#audit#classification#rfp#downstream#intake#task-list
One-click install
npx skills add https://github.com/ITSpecialist111/Copilot-Cowork-Skills --skill rfp-intake
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: rfp-intake
Source: https://github.com/ITSpecialist111/Copilot-Cowork-Skills/tree/main/rfp-agent-swarm/skills/rfp-intake
Command: npx skills add https://github.com/ITSpecialist111/Copilot-Cowork-Skills --skill rfp-intake

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

In high-velocity proposal environments, teams struggle to extract, classify, and organize buyer questions from unstructured RFPs. This Skill provides a deterministic pipeline that ingests documents, converts them into structured questions, and tags ownership and urgency for downstream teams.

Core Features & Use Cases

  • Front door to the RFP Swarm: ingests buyer documents and outputs a canonical task_list.json plus an intake card for deal leads.
  • Five-phase pipeline: locate, extract, parse, classify, and assemble with audit-ready artefacts.
  • Transparent governance: per-question confidence, mandatory vs optional flags, and explicit handoffs to rfp-fit-assessment, rfp-respond, and other skills.

Quick Start

Drop a new RFP document into the intake pipeline and run the five-phase process to emit working/task_list.json and an intake Adaptive Card.

Frequently Asked Questions about rfp-intake

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract and classify questions from an unstructured RFP document?▼

RFP intake automation applies a deterministic five-phase pipeline—locate, extract, parse, classify, and assemble—to convert buyer documents into a structured task list with per-question confidence and ownership tags.

Can I automate RFI and security questionnaire intake the same way as standard RFPs?▼

Yes, the intake pipeline processes RFIs, RFQs, tenders, and security questionnaires, extracting sections and identifying deadlines to generate audit-ready artifacts for cross-skill handoffs.

What is the best way to organize RFP questions into a task list for downstream teams?▼

Classifying RFP questions by team during intake assembles a canonical task list with mandatory flags and urgency indicators, providing explicit handoffs for deal leads and downstream execution teams.

Does RFP intake provide audit-ready artifacts for proposal governance?▼

Yes, the intake pipeline generates audit-ready artifacts including a canonical task list and an intake card, featuring per-question confidence scores and mandatory versus optional flags for transparent governance.

How do I identify mandatory requirements and deadlines in a buyer tender document?▼

Automated intake parsing locates and extracts sections from tender documents, identifying mandatory items and deadlines while classifying questions by team for structured downstream execution.

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