Back to Templates

Analyze high-priority tenders from Airtable to Slack for Go/No-Go approval

Created by

Created by: Rahul Joshi || rahul08
Rahul Joshi

Last update

Last update 4 months ago

Categories

Share


πŸ“Š Description

Streamline management decision-making by automatically evaluating high-priority tenders, generating AI-powered executive summaries, and routing them for approval inside Slack. πŸ€–πŸ“© This workflow pulls pending tenders from Airtable, uses GPT-4o-mini to evaluate urgency, business opportunity, and risk, and generates a structured summary with a Go/No-Go recommendation. Tenders that qualify are pushed to Slack with interactive approval buttons, and the final decision instantly updates Airtable and triggers a confirmation email to your bid team. Perfect for fast-moving procurement, bidding, and sales teams that require structured, high-quality tender assessments. πŸ“Šβš‘

πŸ” What This Template Does

1️⃣ Runs daily via Schedule Trigger to fetch high-priority pending tenders from Airtable. ⏰
2️⃣ Sends each tender to the AI agent for evaluation (urgency, risk, opportunity). πŸ€–
3️⃣ Generates structured JSON output:
β€” urgency
β€” priorityScore
β€” executive summary
β€” Go/No-Go recommendation
β€” reasoning
4️⃣ Formats AI output for Slack review and Airtable updates. πŸ“
5️⃣ Checks if tender qualifies as β€œHigh urgency + High score + Go.” 🚦
6️⃣ Sends interactive Slack message with Approve/Reject buttons. πŸ’¬
7️⃣ If approved β†’ updates Airtable status to Approved and sends Gmail confirmation. πŸ“§
8️⃣ If rejected or low-score β†’ updates Airtable status accordingly. ✏️
9️⃣ If no priority tenders exist β†’ sends fallback Slack notification. πŸ“­

⭐ Key Benefits

βœ… Eliminates manual tender review and scoring
βœ… AI creates consistent, executive-ready summaries
βœ… Fast approval flow inside Slack with built-in decision logging
βœ… Clear Go/No-Go framework for quality tender selection
βœ… Updates Airtable automatically with final decision
βœ… Sends email confirmation for approved tenders β€” ensuring next steps start immediately

🧩 Features

Daily Airtable lookup for high-priority tenders
GPT-4o-mini AI scoring & structured evaluation
Automatic Go/No-Go decision logic
Slack interactive approval (Approve / Reject)
Auto-update to Airtable (Status = Approved / Pending)
Gmail confirmation email to the bid team
JSON output parser for reliable AI formatting
Tender link embedding for quick access

πŸ” Requirements

Airtable Personal Access Token
OpenAI API key (GPT-4o-mini)
Slack API credentials
Gmail OAuth2 credentials
Airtable table with tender fields (Priority, Status, Summary, Dates, etc.)

🎯 Target Audience

Procurement teams evaluating multiple tenders
Management teams needing fast approval workflows
Business development & bidding teams
Companies tracking tenders in Airtable
Organizations adopting AI-assisted decision processes