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Core WorkflowsOverview

Core Workflows

Master these three essential workflows to get the most out of Valent.

The Three Core Workflows

1. Ingesting and Analyzing Documents

Upload your RFP source materials and let Valent’s AI extract structured data:

  • Upload single or multiple PDFs, Word docs, Excel files
  • Automatic parsing and analysis
  • Extraction of requirements, deadlines, and key information

2. Managing Requirements

Review, approve, and organize the requirements extracted from your RFP:

  • Verify AI extraction accuracy
  • Assign ownership to team members
  • Track approval progress

3. Writing Proposals

Draft, refine, and finalize your response with AI assistance:

  • Generate initial drafts
  • Ensure requirement compliance
  • Collaborate and review

Workflow Sequence

These workflows build on each other:

Ingest Documents → Manage Requirements → Write Proposal
  1. First, upload and analyze your RFP documents
  2. Then, review and approve the extracted requirements
  3. Finally, write your response with full traceability

Best Practices

  • Complete each step before moving to the next — Quality inputs produce quality outputs
  • Involve the right people — SMEs for requirements, writers for proposals
  • Use the AI assistance — It learns from your feedback and improves over time
  • Keep it organized — Good naming and tagging pays off at scale
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