Cut RFI creation from weeks to hours.
Cut review cycles in half.

Procurement drafts the same kinds of RFIs over and over: ocean freight, SaaS, IT hardware, professional services. Each one takes weeks to write, then another round with legal, finance, and ops who end up rewriting half of it. With a reusable section template and a library of clauses your team already trusts, the draft you send to review is 80% complete. Stakeholders approve. They don't redo procurement's work.

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The model

From sources to a finished RFI in five stages

read left to right
Inputs
📎Sources
Q3-2025 RFI.pdf
Stakeholder transcript
Pasted snippet
extracted by Claude → Proposed
Direct authoring
Type a block manually. Pick its starting tier.
lands at any tier
Block library
Fundamentalcross-category, corp-blessed
SOC 2 Type II
GDPR data residency
Force majeure
promote on review
Approvedteam-trusted
IMDG hazmat compliance
Cyber liability insurance
promote on review
Proposedcandidates
AI: Customs broker spec.
AI: Vessel age < 12y
Sources land in Proposed
Direct authoring → any tier
Outline (reusable)
Outline
Compliance & Certifications
Default blocks (mix of tiers):
SOC 2 Type II
GDPR data residency
IMDG hazmat compliance
Force majeure
edit the outline → every category re-renders
Categories (adopt the outline)
Category
Ocean Freight
07 · Compliance & Certifications
+IMDG add
Category
SaaS / Software
07 · Compliance & Certifications
+Cyber liability add
categories layer per-category adds & removes
Draft (the actual RFI)
Draft
2026 Q1 Ocean Freight RFI
Inherited (snapshot)
SOC 2 Type II
GDPR data residency
IMDG hazmat compliance
Draft-only edits
✎ Force majeure (revised for spec. chemicals)
variant of Force majeure (Fundamental)
+ New: Specialty chemical disposal
no parent · stays draft-local until promoted
edits never modify the master library; lineage arrows preserve trust
✨ Claude AIAssists at every stage
Extract
Pulls clauses and vendor questions out of your uploaded files.
Propose & rank
Lands extractions as Proposed. Ranks blocks by section relevance.
Suggest blocks
When you create a new outline, suggests which blocks to attach.
Scaffold
Builds a brand-new category from one prompt + a few uploads.
Rewrite + propose
Rewrites narrative sections. Proposes vendor question add/revise/delete.
Three trust tiers. Sources land as Proposed by default. Promote to Approved (team-trusted) or Fundamental (universal, corp-blessed) only after human review.
Outlines are live. Categories reference the outline by id; edit it once and every category that uses it inherits the change. Per-category adds and removes layer on top.
Drafts can edit without polluting. Variants live in the draft with a lineage pointer back to their pre-approved parent. The master library only grows from confirmed source blocks.

The five things you work with.

Recap of the pieces in the diagram above. Each gets its own deeper section below.

📎
Sources
Files, snippets, prior RFIs. The raw input.
Blocks
Reusable clauses + vendor questions. Three trust tiers.
Outlines
Reusable section templates. Shared across categories.
📁
Categories
One per kind of procurement. Adopts outlines.
📄
Drafts
Individual RFIs. Snapshot, edit, export.
✨ Claude AIWoven through the whole flow

A second pair of eyes at every stage.

AI is not a one-shot draft generator bolted onto the end. It is present at every step where a procurement person would want help: extracting clauses out of prior RFIs, proposing blocks for a new outline, scaffolding a brand-new category, rewriting a section in your tone, suggesting vendor questions to add or revise.

📎At Sources

Extract clauses + questions

Drop a prior RFI, vendor questionnaire, or stakeholder memo. Claude pulls out the reusable clauses and the individual vendor questions, lands them as Proposed blocks awaiting review.

At Blocks

Rank by relevance

Surfaces the right blocks for the right outline based on tags, content, and prior usage. New Proposed candidates show up where they fit.

At Outlines

Suggest blocks for new outlines

When you spin up a new outline (e.g. “Sustainability & ESG”), Claude proposes which existing blocks belong in it based on its tags and your library.

📁At Categories

Scaffold a new category

Type the category name. Drop a few prior RFIs or skip. Claude builds the section template, extracts blocks, and assembles outlines in 30 seconds. You edit from there.

📄At Drafts

Rewrite + propose questions

AI Rewrite regenerates a section in your tone, with an instruction box and side-by-side diff. AI Propose adds, revises, or deletes vendor questions, each change reviewable.

Always reviewable, never silent. AI never changes the master library on its own. Extractions land as Proposed blocks awaiting promotion. Rewrites land in a side-by-side diff awaiting Accept. Question changes show up as discrete operations you accept or reject one at a time. Your team is always the gatekeeper.

One block. Used everywhere.

The block library is cross-category. A SOC 2 clause your team has approved gets attached wherever security applies. Every new category you build inherits the work you've already done.

One block
Fundamental▤ Narrative
SOC 2 Type II: current report required

Vendor must maintain a current SOC 2 Type II attestation, refreshed within the last 12 months …

Used in ↓
Category
SaaS / Software
07 · Compliance & Data Governance
3 drafts
Category
IT Hardware
06 · Supply Chain Security
1 draft
Category
Professional Services
08 · Data Handling & Privacy
2 drafts
The compound effect.The more categories you build, the less work each new one requires. Universal blocks at the Fundamental tier (SOC 2, GDPR, force majeure, payment terms) get auto-attached based on the section's topic. Category-specific blocks at the Approved tier (e.g. customs broker, 5+ years specialty chemicals) get extracted once from your prior RFIs and reused forever.

Three trust tiers.

Every block carries an explicit trust tier so your team always knows what's been reviewed. Sources land as Proposed by default; Approved blocks have been reviewed by the category team; Fundamental blocks are universal across categories and signed off at the org level (legal, finance, compliance).

Fundamentaluniversal

Cross-category, corp-blessed.

SOC 2 Type II, GDPR data residency, NDA, force majeure, common payment terms. The clauses your legal and finance teams have already approved for use anywhere. Auto-attach by topic match across every category.

Promoted from Approved only after explicit corporate sign-off.

Approvedteam-trusted

Reviewed within scope.

Category-specific clauses your team has reviewed and signed off on (e.g. IMDG hazmat compliance for ocean freight, cyber liability minimum for SaaS). Trusted in their scope; not yet broad enough to be Fundamental.

Promoted from Proposed after the category team confirms the language.

Proposedcandidate

Extracted, awaiting review.

Default landing tier for AI-extracted blocks (from your uploaded sources) and for any directly-authored block that hasn't been reviewed yet. Visible, usable, but flagged so your team knows it hasn't been blessed.

Promote to Approved (team) or Fundamental (corp) when ready.

Two paths in. Sources (uploaded files, pasted snippets) flow through Claude and land as Proposed. Direct authoring (you type a block from scratch) can land at any tier the author picks. Either way, promotion always requires explicit human review.
Outlines tierBetween Blocks and Categories

One outline. Many categories.

Outlines are reusable section templates. Compliance & Certifications, Service Requirements, Evaluation Methodology: every RFI has these, and they're nearly identical across categories. Define once; let your categories adopt them.

Edit once. Every category inherits. Each category can layer its own twists.

The outline holds the defaults. Each category adopts the outline and can add or remove blocks for itself, without touching the master. Edit the outline and every category that uses it sees the change immediately.

Live link · per-category overrides
Defaults live on the outline. Edit the outline so every category re-renders with the change.
+ Adds are category-specific blocks layered on top. Master outline is unchanged.
− Removes suppress an outline default for one category only. Master outline is unchanged.

The RFI Packet: two artifacts, one click.

When you create a draft and export it, you get the paired packet that vendors actually receive. An RFI Guide they read, and a Vendor Questionnaire they fill in. Each comes from a different kind of block in your category.

▤ Narrative blocks.docx · .pdf

RFI Guide

The packet vendors read.

  • Cover page (issuer, deadline, contacts)
  • Background and scope
  • Section-by-section narrative (your Narrative blocks)
  • Evaluation methodology
  • Response instructions and timeline
■ Vendor Questions blocks.xlsx

Vendor Questionnaire

The workbook vendors fill in and return.

  • One row per question (your Vendor Questions blocks)
  • Drop-downs for Yes/No and multi-select
  • Numeric, currency, and date validation
  • Vendor-fill cells (yellow) and evaluator-score cells (green)
  • Cover sheet with how-to-fill
The “verifies” relationship. Sometimes a Narrative block (e.g. “Carrier must hold C-TPAT certification”) is paired with a Vendor Question (“What is your C-TPAT tier?”). The Question verifies the requirement. When AI scaffolds your category, it links these pairs automatically, and the workbench renders linked blocks side by side so you see the relationship at a glance.

Ready to walk through it?

The Ocean Freight category is pre-seeded. Open it, scroll the workbench, regenerate a section, export the questionnaire. Or build your own category in 30 seconds.

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