Click any workflow card to see how it works — triggers, logic, and actions. When you're ready, click "Setup Workflow Now" to activate it in your account. The visual builder lets you adjust any step before turning it on. No coding required.

Yes. Workflows run independently but can complement each other. For example, the Deadline Reminder workflow can notify your team internally while the Deadline-Triggered Outreach workflow sends external communications to subcontractors and partners — both triggered by the same approaching deadline.

Workflows are organized into six categories: Opportunity Screening (AI-powered triage and routing), Capture & Planning (phase automation and kickoff), Monitoring & Alerts (amendments, deadlines, recompetes), Reporting & Notifications (pipeline reports, win/loss tracking), Pricing & Outreach (benchmarks, supplier and CO outreach), and Integrations (Slack, Teams, HubSpot, Salesforce, webhooks).

Yes. We continuously add new templates based on customer requests and common GovCon processes. If you have a workflow idea that isn't listed, contact our team — we can help you build it or add it to the template library.