In-depth analysis — results

Overview

After you start an in-depth analysis task, the results page shows live extraction progress, categorized findings, source citations to tender pages, and task history. Use it to review and curate AI output before importing requirements into the Questionnaire, seeding Technical offer, or populating Understanding.

The results page is the bridge between raw authority PDFs and structured pursuit modules. Treat extractions as drafts — authority boilerplate, duplicates, and OCR errors are common.

Tip: Before bulk import, confirm you have:

  • Waited for task completed status (not partial stopped run)

  • Clicked source pills on the top 10 critical requirements

  • Deleted or skipped duplicate requirement cards

  • Enabled the right categories on create flow — re-run if a category is empty

  • Planned SME review using Requirement categories

Caution: Importing thousands of uncurated requirements clogs the questionnaire. Curate on results first.


When this page appears

Condition

What you see

Task never started

Prompt to start; link to create flow

Task in progress

Progress events streaming

Task completed

Full categorized results

Task failed / stopped

Error or partial + retry

Sidebar: Reconnaissance → In-depth analysis.


Layout

Flow diagram

Document selection panel (left)

Element

Description

Document list

Files in this task only

Preview

Citation-aware page view

New analysis

Switch to create with different docs

During active task, selection is locked — you cannot swap PDFs mid-run.


Analysis results panel (center)

Processing state

Indicator

Meaning

Progress events

Pipeline steps (shred, extract per category)

Stop analysis

Cancel in-flight task

loading indicator / idle

Queued or running

Completed state — item cards

Card element

Description

Title / name

Extracted label

Specification value

Requirement text or attribute

Source pills

Document + page links

Provenance color

Confidence / source type hint

Award weight

% or points when applicable

Requirements may nest under source groups (document bundles).

Category panels (typical)

Panel

Import target

Requirements

Questionnaire

Products

Technical offer

Award criteria

Understanding

Risks, guardrails, evidence, clarifications

Understanding tabs

Suggested tasks

Task management

BOQ / measured works

Works offer

Outlines

Required documents

Envelopes

Documentation planning


Document preview panel (right)

Feature

Behavior

Page navigation

Jumps to cited pages

Citation highlight

Marks referenced text

Close

Collapses panel

Always verify pass/fail requirements on source PDF before importing.


Key actions

Action

Result

Click source pill

Preview at cited page

Stop analysis

Halt processing

New analysis

New document set + categories

Retry

Re-run after failure

Import (per module)

Push curated items to questionnaire / understanding / etc.

Task history lists prior runs with status, document set, categories, timestamps.


Numbered workflow — requirements import

  1. Open results — wait for completed.

  2. Expand Requirements category.

  3. Delete obvious boilerplate cards.

  4. Click source pills on mandatory specs — confirm text.

  5. Merge duplicates (same spec, two cards).

  6. Import to questionnaire (bulk or selected).

  7. Open Questionnaire — assign categories and reviewers.

  8. Run auto-fill only after SME structure is set.


Numbered workflow — after tender addendum

  1. Upload new PDFs to Documents library.

  2. New analysis — select addendum + changed volumes only.

  3. Compare new requirements to existing questionnaire rows.

  4. Manually add net-new items; do not re-import entire matrix blindly.


Empty and error states

State

UI

No task

Empty results — start analysis

Queued

Processing indicator

Failed

Error + retry

Stopped

Partial categories — decide re-run

Empty category

Hidden or zero items — category not enabled or absent in docs


Downstream dependencies

Result category

Accept / use in

Requirements

Questionnaire

Products

Technical offer

Award criteria, risks, …

Understanding

Suggested tasks

Task management

BOQ

Works offer

Outlines

Required documents

Flow diagram

Edge cases

Symptom

Action

Long wait then fail

Retry; reduce categories

Missing category

Re-run with toggle on

Wrong page in preview

OCR offset — read PDF manually

Products empty on works

Use BOQ path

Duplicate flood

Curate before import


FAQ

Can I edit extracted text on results page?

Curate by delete/deselect before import; fine edits happen in questionnaire.

Does stopping save partial results?

Some categories may retain partial data — prefer clean re-run for production bids.

How many tasks per pursuit?

History supports multiple; active view focuses on latest.

Will import overwrite questionnaire answers?

Import behavior adds rows — review merge strategy before bulk import.

Are credits refunded on failure?

Billing policy per plan — failed tasks may still consume partial credits.

Can assistant read results?

Yes in pursuit context — still verify sources on critical items.


  • In-depth analysis — create

  • Questionnaire

  • Understanding

  • Documents library

  • First pursuit workflow

  • Pursuit overview