Bid automationScheduled tasks in plain words
Name the task, write the instruction and pick a schedule: daily, weekdays, selected days, monthly or yearly. Each run opens its own thread.
Bid automation
Bid automation that shows its workand asks before it acts.
Flow, the Tendersight agent, runs the repetitive parts of your bid process: plans, tender file analysis, filled forms and scheduled checks.
Plans wait for your approval
Filled copies, originals untouched
Submission stays with your team
The routine work runs in the background. Decisions stay with your team.
Flow plans the job, reads the tender file, fills the authority's forms and repeats checks on a schedule. Every change it proposes waits for approval, and each approval is recorded in the thread.
What can be automated in bid management
A plain split of the bid process: the work Flow takes on, and the work that stays with your team.
Finding tenders
- What Flow does
- Searches notices by CPV code, country, value and deadline, and saves the search as an alert.
- What your team does
- Decides which tenders are worth pursuing.
Reading the tender file
- What Flow does
- Runs an in-depth analysis of every document: requirements, award criteria, required documents, risks and clarification points.
- What your team does
- Reviews the risks and clarification points Flow raises.
Go or no-go
- What Flow does
- Runs the tender assessment skill and returns Go, Go with conditions or No-go.
- What your team does
- Makes the bid decision.
The authority's forms
- What Flow does
- Fills the .docx, .xlsx and .pptx forms and saves a filled copy. The original is never modified.
- What your team does
- Checks the filled copy and signs it.
Pricing
- What Flow does
- Prepares financial offer lines from rate cards, lump sums, product catalogues or measured works, with a grand total.
- What your team does
- Sets the final prices and approves the offer.
Recurring checks
- What Flow does
- Runs scheduled tasks, such as a weekly summary of pursuits due in the next 7 days.
- What your team does
- Chooses what runs, when, and with which permissions.
Submission
- What Flow does
- Marks files for external submission and checks them for internal-only content.
- What your team does
- Submits the bid through the authority's portal.
How Flow automates the bid process.
Long jobs start with a plan. Flow works through it across many steps, runs long analysis in the background and stops where it needs a decision.
For a large job Flow writes an overview and a to-do list. You approve it, reject it or request changes before the work starts.
Up to three side agents work in parallel, for example one per lot and one on price research. Each opens in its own panel.
In-depth analysis extracts requirements, award criteria, required documents and risks. It typically takes 1 to 20 minutes, and you can leave the conversation.
Flow edits the contracting authority's own Word, Excel and PowerPoint files and saves filled copies. Each file is marked internal working or external submission.
Changes to requirements, offers, documents and company details show a confirmation card first. Every approval is recorded in the thread.
Automation starts with a request.
Examples of what bid teams ask Flow to plan, fill, price and repeat.
- Plan
Prepare the offer for Lot 2 of the facility services tender. Show me the plan before you start.
- Schedule
Every Monday at 08:00, summarise the pursuits due in the next 7 days and how complete each one is.
- Forms
Fill the authority's price form with the rates from our Lot 1 offer and save a filled copy.
- Pricing
Build the financial offer for the maintenance lot from our rate card and show the grand total.
- Alerts
Create an alert for facility management tenders in Belgium and the Netherlands above 200,000 EUR.
- Skill
Turn this conversation into a team skill we can run on the next cleaning framework agreement.
Work that repeats, set up once.
Scheduled tasks, alerts, reminders and reusable skills. Each one is created in a conversation and changed the same way.
Alerts created in a conversation
Describe the tenders you want. Flow sets the filters, saves the alert and can change or remove it later.
Team skills for work you repeat
Turn a finished conversation into a reusable skill, such as reviewing proposal compliance or drafting clarification questions.
Reminders drafted, never sent
Flow drafts the message with recipient and subject. You open it in your email client and send it yourself.
Answers a reviewer can check
Each requirement answer quotes the document and page it relies on, and says when your documents fall short.
Automation with limits you can see.
Flow acts with the permissions your team sets. These limits apply in every conversation and every scheduled run.
Plans before long jobs
Large jobs start with an overview and a to-do list, and the work waits until the plan is approved.
Approval before changes
Changes to requirements, offers, documents, products, company details, alerts and scheduled tasks need Approve or Reject.
No unattended deletions
Scheduled runs never permanently delete anything. Deletions are proposed in the run summary instead.
Submission files checked
Files marked for external submission are checked for internal-only content, such as strategy or competitor notes, before they are saved.
Sources on every answer
Answers cite the document and page they come from. Flow does not invent tender facts, prices or dates.
Submission stays with you
Flow does not submit bids, send emails or edit notices. The final review and submission belong to your team.
Bring the bid work your team repeats most.
In a demo we set up a plan, a filled form and a scheduled task in Flow, on a tender your team is working on.
Related
Questions about bid automation
What parts of the bid process can be automated?
Flow can find tenders and save alerts, analyse the tender file, draft requirement answers, fill the authority's forms as copies, prepare financial offer lines and run scheduled checks. The bid decision, final prices, signatures and submission stay with your team.
How does Flow automate a bid?
You describe the job in a conversation. For large jobs Flow writes a plan and waits for approval, then works through it, runs long analysis in the background and uses up to three side agents in parallel. Each step is shown as it happens.
Can we edit the documents Flow produces?
Yes. Flow saves filled copies of the authority's forms and leaves the originals untouched. You can edit the filled files in the editor, where Flow can also create and restore checkpoints, and changes Flow proposes wait for your confirmation.
Is automated bid preparation compliant with procurement rules?
Flow checks your answers and documents against the requirements in the tender file and can load country-specific procurement rules. It does not guarantee legal correctness, so the final review and submission stay with your team.
What happens when a scheduled task runs unattended?
The run acts with the permissions your team gave the task and starts its own conversation. The run history shows Succeeded, Failed or Needs input, and a run never permanently deletes anything.
Does Flow submit bids or send emails?
No. Flow prepares files marked for external submission and drafts emails you open in your own email client. Submitting through the authority's portal and sending messages stay with your team.
Automate the routine on your next bid.
Start free, open a tender and ask Flow for a plan.