The situation
The firm was receiving a constant stream of RFQs and tender documents, some relevant, most not. Engineers were losing hours every week scanning PDFs to figure out which ones were worth pursuing. They also needed a way to look back at past bids quickly, like "what was the last hospital project we quoted" or "what chiller did we spec for that job in Moncton."
What we did together
Your engineering team got a four-flow Power Automate pipeline plus a custom agent. The pipeline filters incoming documents, identifies whether each one is a real RFQ relevant to the firm's scope, classifies it, and logs the structured data to a database. The agent sits on top of the database and answers natural language questions about the firm's bid history.
Outcomes
- Automated classification of incoming RFQ and tender documents
- A queryable bid history your team can ask in plain English
- Hours of manual document review removed from each week
- A pattern the firm now owns and can extend to other document types
Worth noting
You can build document triage and knowledge retrieval on top of Microsoft tools your team already pays for. No new licenses, no separate platform, no rip and replace.
Want to talk about your own rollout?
Your situation is specific. Your team, your workflows, your constraints. Start a conversation and we will figure out whether we are the right fit together.
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