Training Your Workspace, and it enables Narwin to generate highly relevant insights, matches, and proposal drafts tailored to your organization.
Last updated on October 29, 2025
Overview
Before running your first analysis, Narwin needs to understand your company — your capabilities, certifications, past projects, and areas of expertise.
This process is called Training Your Workspace, and it enables Narwin to generate highly relevant insights, matches, and proposal drafts tailored to your organization.
When you upload company data into Narwin, it becomes part of your private AI Knowledge Base, securely indexed in Vector Database for RAG and continuously used to:
Improve RFP matching and qualification accuracy
Personalize proposal drafts using your own language and achievements
Automatically answer compliance and experience-related questions
Step 1: Update Your Basic Information
From the left sidebar, click Company Profile.
Basic Details: Organization Name, Website, and Special Instructions. Website and Organization Name are mandatory fields for any analysis to work.
“Special Instructions” is given a lot of weightage when doing analysis. This is the area where you can specify:
Certifications: Tell it in plain text ISO, CSA, OSHA, or other relevant compliance certificates
Safety Records / Capabilities: Describe your key areas of expertise (e.g., BIPV, HVAC, IT consulting, etc.)
The “Company Profile” Page
Step 2: Upload Your Company Data
Click Upload Files to add supporting documents.
Narwin supports PDF, Word, Excel, and PowerPoint formats. Use the file uploader for the following types of files.
Past Projects: Add sample bids and project summaries
References / Case Studies: (Optional) Add proof of performance or testimonials
Once uploaded, files are automatically:
Parsed to Markdown
Indexed into your Workspace Database (Vector Database for RAG)
Linked to your company profile for contextual use in analysis and writing
Step 3: Keep Your Workspace Updated
Review and refresh your company data periodically — especially after winning new bids or adding certifications.
You can re-upload files anytime; Narwin will automatically version and re-train on the latest data.
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The richer your company profile, the more accurate your AI recommendations, match scores, and proposal drafts become.
Step 4: Verify Your Workspace Sync (Optional)
Go to App Connectors → check the “Uploaded Files” connector.
If the sync shows “Error,” click Sync manually.
Once connected, Narwin uses these sources automatically during RFP analysis and AI writing.
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