Can I set different qualification criteria for different contract types?

Yes. You can use If/Else branches to apply different qualification logic based on contract type, agency, value, or any other field. For example, federal contracts might have stricter past performance requirements while SLED opportunities might prioritize geographic fit.

What actions can fire after qualification?

Any combination: assign a team member, add to pipeline, change pursuit phase, send Slack messages, fire emails, or push data to external systems via webhook. Each qualification outcome (Pursue, Watch, No-Go) can trigger different actions.

Who it's for: GovCon BD teams and capture managers who receive hundreds of opportunities and need to quickly identify which ones deserve pursuit resources.
What it does: Triggers on new recommendations or pipeline additions. AI analyzes contract requirements against your company profile, tags each opportunity with a qualification status, and routes qualified opportunities to the right team member with full context.
Key outcomes: Eliminates manual triage of unqualified opportunities. Ensures every strong-fit contract gets immediate attention. Reduces time-to-pursuit from days to minutes.

Qualify Every Opportunity in Seconds with AI Automation

CLEATUS screens every new contract against your capabilities, set-asides, and preferences — then tags it Pursue, Watch, or No-Go and routes it to the right person. Your team only sees opportunities worth their time.

Qualification Agent workflow automation diagram

Trusted by 750+ contractors

AI Qualification

Screen Contracts Against Your Profile Automatically

Every new opportunity runs through your AI qualification workflow. CLEATUS checks NAICS alignment, set-aside eligibility, agency history, contract scope, and geographic requirements — then produces a clear qualification decision with reasoning.

Check NAICS, set-aside, and scope alignment automatically

Verify geographic and clearance requirements

Produce qualification reasoning — not just a yes/no

Run on every new recommendation or pipeline addition

Smart Routing

Route Qualified Opportunities to the Right Owner

Qualified contracts don't sit in a queue. CLEATUS auto-assigns them to the right capture manager based on agency expertise, NAICS specialty, or workload — and notifies them via Slack or email with the full qualification summary.

Auto-assign by agency, NAICS, or team member expertise

Slack and email notifications with qualification summary

Auto-add qualified opportunities to your pipeline

Filter out unqualified contracts before they reach your team

CLEATUS workflow routing qualified opportunity to capture manager via Slack

Ready to Qualify Opportunities on Autopilot?

Let AI screen, tag, and route every contract so your team focuses on winning — not sorting

AI qualifies every opportunity against your company profile

Auto-tag Pursue, Watch, or No-Go with full reasoning

Route qualified contracts to the right capture owner instantly

Slack, email, and pipeline actions on your rules

Set up in minutes — no coding required

Join 750+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

When a new opportunity enters your pipeline or matches your profile, the AI agent evaluates it against your company capabilities — NAICS codes, set-aside status, agency history, geographic reach, and past performance. It tags the opportunity as Pursue, Watch, or No-Go with a detailed explanation of why.