Pull bid requirements into a spreadsheet
A solutions architect used Claude Cowork to turn long bid documents and attachments into an Excel file for proposal prep.
- What they did
- They used Claude Cowork at work on RFQ and BOQ packages that included multiple attached files. The agent went through large sets of PDFs, Word documents, and spreadsheets, then organized the requirements into an Excel workbook. It also weighed the company’s own capabilities and employee qualifications, and ran pricing estimates for several proposal options. They suggested making a reusable plugin for each repeated workflow.
- How it went
- They said the output gave them a much clearer read on the RFQ and improved the information used for proposals. No numeric results or breakdown of mistakes were shared.
- Tips
- For repeat use, save the process as a plugin so you do not rebuild the same setup each time. Keep the source materials named and grouped clearly so the agent can track where each requirement came from.
Try it yourself with Claude Cowork
Help me review the documents in [folder path] for an RFQ or BOQ project. Go through every file there, including attachments such as PDFs, Word documents, and spreadsheets, and build an Excel-ready list of all requirements you find. Include columns for item number, requirement text, quantity, unit, technical details, due date, and the source file with page or section. Compare the findings with [organization capabilities] and [staff qualifications], and estimate proposal totals for [scenario 1], [scenario 2], and [scenario 3]. Stop before any irreversible action and ask me to approve the final version first. Do not change the original files.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
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