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About This Automation
Competition and tender submissions require constant monitoring of calls, manual data entry, and document assembly across multiple platforms and team members. Manual processes result in missed opportunities, inconsistent bid quality, and incomplete submission records.
Automation monitors competition sources continuously, extracts brief details automatically, assembles bid documents from templates and past projects, and logs all submissions with outcomes in a centralized system.
Key features:
Monitor competition calls across email and industry portals automatically
Extract and validate brief details from incoming competition documents
Assemble bid documents from templates, team input, and past project descriptions
Route approved bids to submission platforms or email addresses
Log all submissions and track outcomes in a centralized database
Notify team members of new competitions and submission status
Hidden Overhead™Context switching between email, spreadsheets, and document tools; follow-up.
7.3/ 10
How The Automation Works
The full workflow, from trigger to completion.
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1. New Competition Call Detectedtrigger
Automation monitors for new competition briefs and industry portal announcements. When a new call arrives, the workflow is triggered automatically.
2. Extract Brief Details
The automation parses the competition email or brief document to extract name, deadline, submission platform, and key requirements. Extracted data is structured and validated.
3. Log
Extracted competition details are logged as a new opportunity record with deadline, platform, and brief summary.
4. Request Team Input
Message is sent to the design and project team with a structured form requesting scope, budget, timeline, and design approach. Responses are collected in a single thread.
5. Assemble Bid Document
The automation compiles the bid document by combining extracted brief details, team input, and relevant sections from past project templates stored. Document is formatted and ready for review.
6. Notify Principal for Review
Notification is sent to the Principal with a link to the draft bid document. Principal reviews and approves or requests revisions.
7. Submit Entry
Once approved, the automation submits the bid document to the competition platform via email or uploads it to the submission portal. Submission is logged with timestamp and confirmation.
8. Update Submission Record
Opportunity record is updated with submission date, platform, and status. confirmation is sent to the team.