Can I customize which team members get assigned?

Yes. The assign_member node lets you specify which user is assigned. You can use IF nodes to assign different people based on agency, contract value, or domain. Or assign a default proposal manager and let them reassign within the pipeline.

Does this replace the proposal builder?

No. This workflow automates the kickoff process — extracting requirements, assigning team, and notifying stakeholders. The actual proposal writing, compliance matrix, and content development happen in the CLEATUS proposal builder after the kickoff.

Who it's for: Proposal managers and BD leaders at government contracting firms who need a consistent, fast kickoff process every time a pursuit reaches the proposal stage.
What it does: Triggers on pursuit.phase_changed to the Proposal phase. Queries contract documents and uses AI to extract submission constraints (page limits, formats, deadlines, required forms, evaluation criteria). Assigns proposal manager, notifies the team via Slack/Teams/email, and logs a structured kickoff brief.
Key outcomes: Proposal teams are activated immediately with a structured brief. Submission constraints are surfaced before anyone opens the solicitation. Roles are assigned and deadlines are visible from day one.

Launch Proposals Faster with Automated Kickoffs

When a pursuit enters the Proposal phase, CLEATUS extracts submission requirements — page limits, due dates, required forms, evaluation criteria — and delivers a structured kickoff package to your proposal team. Roles are assigned, deadlines are set, and everyone starts on the same page.

Trusted by 650+ contractors

AI-Powered Kickoff

AI Reads the Solicitation So Your Team Doesn't Start Cold

When a pursuit hits the Proposal phase, CLEATUS queries all attached documents and uses AI to extract submission requirements: page limits per volume, formatting rules, required forms, mandatory attachments, and evaluation criteria weights. The result is a structured kickoff brief delivered to your proposal manager — before the first team meeting.

AI extracts page limits, deadlines, and required forms

Evaluation criteria mapped with relative weights

Submission mechanics (portal, format, naming) surfaced automatically

Structured kickoff brief logged to the pursuit

CLEATUS AI extracting proposal submission requirements from solicitation documents

Team Activation

Assign Roles and Notify Everyone — Instantly

The workflow assigns a proposal manager, notifies writers, reviewers, and subject matter experts, and posts the kickoff brief to the team's Slack or Teams channel. Everyone knows their role, the deadline, and the submission constraints from the moment the pursuit enters the Proposal phase.

Auto-assign proposal manager on phase change

Email and Slack/Teams notifications to the full team

Key dates and constraints highlighted in every notification

Log note creates a permanent record of the kickoff brief

CLEATUS workflow assigning proposal team members and sending kickoff notifications

Ready to Streamline Your Proposal Kickoffs?

Start every proposal with a structured kickoff — requirements extracted, team assigned, deadlines set

AI-extracted submission requirements from solicitation documents

Automatic proposal manager assignment on phase change

Team notifications via Slack, Teams, and email

Structured kickoff brief logged to every pursuit

Evaluation criteria weights surfaced before the first meeting

Join 650+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

The AI agent node reads attached solicitation documents and extracts: page limits per volume, formatting requirements (font, margins, spacing), required forms and attachments, submission mechanics (portal, file types, naming conventions), evaluation criteria and weights, and key dates (Q&A, draft due, final due).