Extract RFQ and BOQ requirements into Excel
A commenter uses Cowork at work to read RFQs and BOQs with attachments and pull the requirements into an Excel file; another used it to clean folders. Task: Suggested implementation: Use Claude Cowork to ingest RFQ and BOQ documents (PDF, Word, Excel) and extract requirements into a structured Excel file. The workflow should incorporate organizational capabilities and staff qualifications to calculate proposal amounts for various scenarios. A human solutions architect must review the extracted data and calculated figures for accuracy before finalizing the proposal.; tools: Claude Cowork. Human role: The original post does not say how a person stayed involved.; limitations: Prerequisites include access to Claude Cowork and a compatible environment (e.g., MacBook Pro M5 with 24 GB RAM as mentioned in unverified claims). Integration uncertainty exists regarding how reusable workflow plugins function. Human approval is mandatory for all financial calculations and requirement extractions. Source reliability is low due to the 403 error and lack of direct evidence..
Tools
Published on Agent Work Atlas:
Overview
A commenter uses Cowork at work to read RFQs and BOQs with attachments and pull the requirements into an Excel file; another used it to clean folders.
Workflow
Suggested implementation: Use Claude Cowork to ingest RFQ and BOQ documents (PDF, Word, Excel) and extract requirements into a structured Excel file. The workflow should incorporate organizational capabilities and staff qualifications to calculate proposal amounts for various scenarios. A human solutions architect must review the extracted data and calculated figures for accuracy before finalizing the proposal.
Reported result
Actual outcomes are unknown as the source returned a 403 error and provided no verifiable metrics or failure cases. Proposed acceptance check: Verify that the extracted Excel file matches 100% of key requirements from a sample RFQ and that calculated proposal amounts align with manual estimates within a 5% margin.
Human role
The original post does not say how a person stayed involved.
Limitations
Prerequisites include access to Claude Cowork and a compatible environment (e.g., MacBook Pro M5 with 24 GB RAM as mentioned in unverified claims). Integration uncertainty exists regarding how reusable workflow plugins function. Human approval is mandatory for all financial calculations and requirement extractions. Source reliability is low due to the 403 error and lack of direct evidence.
Try it
Act as a solutions architect preparing a bid. I will provide you with [replaceable inputs: RFQ PDF, BOQ Excel, and Company Capability Statement]. Your task is to use Claude Cowork to extract all technical and commercial requirements from the RFQ into a new Excel sheet named 'Requirements_Matrix'. Then, cross-reference these requirements with our [replaceable input: Staff Qualifications List] to identify gaps. Finally, calculate the estimated proposal cost for [replaceable input: Scenario A and Scenario B] based on [replaceable input: Rate Card]. Output the results in a structured JSON format with fields for 'requirement_id', 'description', 'compliance_status', and 'estimated_cost'. Before generating the final output, perform a dry run on the first 5 pages of the RFQ and ask me to confirm the extraction accuracy. Do not proceed to full processing or cost calculation until I approve the sample. If any input files are missing or unreadable, stop and request clarification.
Source reports are not independently verified. Publication date is the catalog publication date, not the original article date.