⚡ Quick Start Guide (Advanced)

Quick Start Guide

Step 1. Log In & Access Your Dashboard

1. Go to https://app.narwin.ai and log in using Email or Google Sign-In.

2. You’ll land on the Dashboard, which provides a quick overview and key actions:
• Update Your Company Profile — upload company data for personalized analysis.
• Create a Full RFP Analysis Report — upload an RFP and get a complete AI breakdown.
• Invite Team Members — collaborate with estimators, CFOs, or proposal writers.
• Sample Narwin Reports — explore preloaded examples to understand Narwin’s outputs.

💡 Each workspace represents a company account. You can be part of multiple workspaces.

Step 2. Update Your Company Profile

1. From the left sidebar, open Company Profile.

2. Add your certifications, safety records, past projects, and company capabilities.

3. This data helps Narwin improve accuracy in matching opportunities and generating relevant proposal content.

Step 3. Discover Opportunities

1. Navigate to Government Opportunities (Beta) or Your Matched Opportunities.

2. Narwin’s AI will display tenders and RFPs matched to your company profile, ranked by a Preliminary Match Score.

3. Each listing includes:
• Buyer name and deadline
• AI Recommendation summary
• Match percentage and opportunity description
• “View Opportunity” button linking to the source site

🧩 Run a full analysis on any matched RFP for detailed insights (see next step).

Step 4. Create a New RFP Analysis Report

1. Go to RFP Analysis Reports → Analyze an RFP.

2. Upload the RFP file (PDF, DOCX, XLSX).

3. Add optional Special Instructions to guide the AI (e.g., “Focus on solar or BIPV sections”).

4. Click Start Analysis and Drafting.

• Extract requirements, questions, and compliance clauses

• Evaluate buyer alignment, risks, and profitability

• Generate a Bid/No-Bid recommendation and Win Probability score

Step 5. Review the Full Analysis Report

• Overview – executive summary and win ideas

• Buyer Intel – information on the buyer’s background and evaluation focus

• Requirement Analysis – compliance mapping and extracted questions

• Risks – identified constraints or missing information

• Profitability – financial and operational feasibility

• Analysis Details – complete scoring breakdown

• Export Analysis (Word/PDF)

• Draft Proposal or Draft Estimation directly from the report

• Share with Team for review

Step 6. Generate Content with AI Writer

1. Open AI Writer from the sidebar.

2. Search or select a template (e.g., Case Study, Battle Card, Pitch Deck, Status Report).

3. Choose your data sources:
• Uploaded files
• RFP Uploader

4. Adjust writing settings:
• Content Length: short / medium / comprehensive
• Tone: friendly / casual / formal
• Anonymize Names (optional)

5. Click Generate Content to instantly produce a polished, editable document.

Step 7. Manage Prompt Templates

1. Go to Templates in the sidebar.

2. View all built-in and custom templates like:
• AI Assistant Mode, RFP Review, Pitch, Success Story, etc.

3. You can edit or add new templates to customize your writing workflows.

Step 8. Connect Your Apps

• Slack – for RFP notifications and collaboration

• Notion – to index company documents and projects

• Chrome Extension – to use Narwin inside web portals like Merx or SAM.gov

• Google Drive / Uploaded Files / RFP Uploader – to manage file-based data ingestion

🪄 Once connected, your files and content are indexed daily and available for retrieval during AI writing and RFP analysis.

Step 9. Configure Workspace Settings

• Company Settings – update workspace name, users, and invitations

• Billing & Usage – view credit balance and manage subscription

• Connectors – manage integrations

• Privacy & Super Admin – control access, compliance, and workspace-level data

• Sign Out when done

✅ You’re All Set!

• Find new tenders automatically

• Analyze and qualify RFPs with AI

• Draft winning proposals in minutes

• Collaborate with your team inside Narwin