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Document Shred

Matt Miller avatar
Written by Matt Miller
Updated over 3 weeks ago

Document Shred is the first step in the Proposals V2 workflow. This is Required as these reviewed inputs will be used in subsequent document generation and Pink Team

What it Does

  • Allows users to upload RFPs, PWSs, and related solicitation documents.

  • Runs a deterministic keyword analysis to extract requirements (using terms like shall, must, will).

  • Applies AI assistance to suggest whether requirements should be accepted or rejected, including reasoning and confidence levels.

  • Provides categorization of requirements (e.g., Technical, Personnel, Proposal Submission).

  • Supports bulk actions (approve/reject groups of requirements at once).

  • Tracks progress and compliance (number of requirements reviewed, accepted, rejected).

Why It Matters

  • Replaces manual compliance matrix creation.

  • Helps avoid missing requirements by blending deterministic extraction with AI validation.

  • Allows teams to collaborate asynchronously by reviewing, rejecting, and annotating requirements.

  • Produces a validated list of compliance requirements that feeds directly into the outline.

Step By Step

Create a Proposal Record

Select 'Create New Shred'
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Select the documents that you want to pull the requirements from and select 'Create Shred'. This process should only take a few minutes.

They will show as 'Completed', and you will be able to review the requirements

You will see this with some key features, below is an explanation

Review Status- Current progress of reviewing all requirements

Filters

  1. Keywords filter- Filter on the provided keywords

  2. Categories- Filter for what categories the Shred or AI found in the process

  3. AI Confidence- Filter by how 'Confident' the AI is in it's recommendation

  4. Review Status- Filter by current Review Status

Requirements

  1. Source Location- Where the requirement or content was found

  2. Content- the actual content from the documents

  3. Categories- What category the requirement falls in

  4. AI Suggests- The suggestion that the AI makes to either Accept or Reject the requirement with reasoning

  5. Confidence- How confident the AI is in it's suggestion

  6. Review Status- Current Review Status

    1. Accept

    2. Pending

    3. Reject

  7. Notes- Leave a note for record keeping/comments

Bulk Approve

Filter by 'Approve' and 'Pending'

Select all Requirements and click 'Approve'. Then do the same for 'Reject'

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