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Generate Capture Plans Automatically with AI Workflows

When an opportunity moves to Pursue, CLEATUS extracts key information — scope, agency, timeline, evaluation criteria — and generates a draft capture plan with stakeholder maps and milestones. Your capture team starts with a foundation instead of a blank page.

AI Workflow workflow automation diagram
Miguel
Hillary
Keith Deutsch
Christine

Trusted by 500+ contractors

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AI Plan Generation

From Solicitation to Capture Plan in Minutes

The AI agent reads the full solicitation, extracts scope of work, key requirements, evaluation criteria, and deadlines — then generates a structured capture plan. It includes stakeholder considerations, competitive positioning notes, and recommended milestones tailored to the opportunity.

Extract scope, criteria, and deadlines from solicitations
Generate structured capture plan with milestones
Include stakeholder and competitive positioning notes
Tailored to each opportunity — not a generic template
CLEATUS AI workflow generating a capture plan from solicitation data

Team Kickoff

Notify Your Team and Start Capture Immediately

When the capture plan is ready, CLEATUS notifies the assigned capture team via Slack or email with the plan summary, key milestones, and next steps. The pursuit is automatically moved to the capture phase in your pipeline with the right owner assigned.

Auto-notify capture team with plan summary
Move pursuit to capture phase automatically
Assign capture owner based on agency or NAICS expertise
Key milestones and next steps delivered instantly
CLEATUS workflow notifying capture team with generated plan via Slack

Ready to Automate Your Capture Planning?

Generate structured capture plans the moment an opportunity moves to Pursue

AI extracts scope, criteria, and deadlines from solicitations

Draft capture plan generated with milestones and stakeholder notes

Team notified via Slack or email with plan summary

Pursuit auto-moved to capture phase in your pipeline

Build and deploy in minutes — no coding required

Miguel
Hillary
Keith Deutsch
Christine

Join 500+ contractors already using CLEATUS

Related Workflows

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Workflow FAQ

Frequently Asked Questions

The workflow triggers when an opportunity is tagged as Pursue, added to your pipeline, or moved to a capture phase. You can also trigger it manually or on a schedule for batch processing.