Quick start
Your first analysis in about 10 minutes.
This walkthrough gets you from zero to a full compliance report. You'll need an RFP document and at least one vendor proposal.
Create a procurement
Click New procurement in the sidebar. Give it a name that makes sense to you (e.g., "Server Room Upgrade Q2"). Pick the language your documents are in - this tells the AI whether to work in English or Latvian.
Upload your RFP documents
Drop your requirement documents into the upload area. PDF, Word, Excel, PowerPoint - all work. You can upload multiple files.
Each file goes through parsing, which converts it into text the AI can read. You'll see a status indicator next to each file:
- Pending - queued for processing
- Parsing - being converted right now
- Completed - ready to go
- Failed - something went wrong (see troubleshooting for fixes)
Wait until all files show Completed before moving on.
Add a bid
Click Add bid and enter the vendor's name. Then upload their proposal documents the same way. Again, wait for parsing to finish.
Run the analysis
Hit the Analyze button on the bid. The AI gets to work - you can watch progress in real time. You'll see which phase it's in and how many steps it's completed.
A small procurement (30-50 pages total) usually finishes in 5-10 minutes. Larger ones with hundreds of pages can take up to an hour.
Review your results
Once the analysis finishes, you'll see:
- Strategic briefing at the top - the overall recommendation and summary
- Findings sorted by severity - start with Critical and Major, these need attention
- Evidence for each finding - the exact quotes from documents that support it
That's it. You've got your first compliance report.
What to do next
Now that you've seen the basics, you can:
- Set up evaluation criteria before your next analysis for scoring and comparison
- Add more bids and compare vendors side by side
- Export to Excel to share results with your team
- Read about document best practices to get better analysis results
Setting up evaluation criteria before running analysis gives you much richer results. The AI will extract scores for each criterion, making it easy to compare vendors objectively. It takes a few minutes to configure and is worth the effort on any serious procurement.