Projects brings your whole team and every document together so you can track progress, assign responsibilities, and write collaboratively. This article walks through how to create, manage, and get the most from projects.
What are projects?
A project is your workspace for a single proposal or RFP. It holds your RFP documents, your team, your source library, and every response you write — all organized by proposal stage.
When you upload an RFP, AutogenAI's smart workflows automatically selects the workflow that best fits your RFP:
- Smart questions — for RFPs made up of standalone questions that each need an individual answer. This is the most common workflow, covering roughly 90–95% of bid opportunities.
- Smart requirements — for open-ended RFPs with no standalone questions, where you respond to the RFP pack or a problem statement as a whole.
Creating a new project
- Go to Projects Home — Use the left navigation panel to open the projects home page and click the New project button.
- Name your project — Choose a name your team will recognize at a glance, then select Next.
- Upload your RFP — Drag and drop your RFP documents, or browse to select files (up to 2 GB per file — PDF, DOC, DOCX, XLS, XLSX, XLSM, XML, PPT, PPTX, CSV, TXT, MSG, ODT, ODS, ODP, and MD are all supported). The AI analyzes these documents to extract requirements, questions, a compliance matrix, and more, and uses them to choose your project workflow.
- Set your submission deadline — Pick the date your proposal is due, or select Skip for now.
- Build your project library — Upload files and/or connect existing libraries from your knowledge hub to give the AI more context for generating content like your storyboard. You can also skip this step and add sources later.
- Review and confirm — Check your project name, RFP files, and submission deadline on the summary screen, then select Finish.
The project creation wizard steps you through naming your project, uploading your RFP, setting a deadline, and building your library.
Once you finish, you'll land in the project home.
Summary
With a project set up, your whole proposal — RFP, team, research, drafts, and reviews — lives in one connected workspace, moving from pre-proposal through prepare & plan to a finished, exported response.