Can I assign different team members at different phases?

Yes. Use the assign_member action node after an IF node that checks the new phase. For example: Qualify assigns a BD lead, Capture assigns a capture manager, and Proposal assigns a proposal manager — all in one workflow.

Can this enforce gate reviews before allowing phase changes?

Yes. You can build workflows that check whether required artifacts exist (via document search or query nodes) before a phase transition is allowed. If prerequisites aren't met, the workflow notifies the assigned member of what's missing.

Who it's for: BD and capture managers at government contracting firms who manage multi-phase pipelines and need consistent, automated processes at each phase transition.
What it does: Triggers on pursuit.phase_changed events. Uses IF nodes to detect which phase the pursuit moved to, then executes phase-specific actions: team assignment, AI-generated capture briefs, Slack/Teams notifications, log notes, and gate review enforcement.
Key outcomes: Consistent execution at every pipeline phase. No pursuit transitions without the right actions firing. Faster team activation and fewer dropped handoffs.

Automate Every Pipeline Phase with Smart Workflows

When a pursuit moves from Qualify to Capture, from Capture to Proposal, or from Submitted to Won — CLEATUS triggers the right actions automatically. Assign team members, generate AI briefs, notify stakeholders, and enforce gate reviews without manual intervention.

Trusted by 500+ contractors

Phase-Triggered Actions

Different Phases, Different Automations — All Automatic

Define what happens at each pipeline stage. Move to Qualify? Run an AI go/no-go assessment and assign a BD lead. Move to Capture? Generate a capture brief, assign the capture manager, and create a Slack channel. Move to Proposal? Notify the proposal team with due dates and page limits. Each phase transition fires its own set of actions.

Unique automation chains for each pipeline phase

Auto-assign team members when pursuits advance

AI-generated capture briefs at phase transitions

Gate review enforcement before phase changes

CLEATUS workflow with phase-specific automation branches

Team Coordination

Every Phase Change Activates the Right People

Phase changes are handoff points. CLEATUS ensures every handoff is clean: the new team is notified, context is transferred via AI-generated briefs and log notes, and stakeholders get visibility via Slack, Teams, or email. No more "I didn't know we moved to proposal."

Automatic team notifications on every phase change

Log notes capture phase transition context

Leadership visibility via Slack and email digests

Audit trail of every phase transition and who was notified

CLEATUS workflow notifying team members on pursuit phase change

Ready to Automate Your Pipeline Phases?

Turn every pipeline phase change into a coordinated team action

Phase-specific actions fire automatically on transitions

Auto-assign BD leads, capture managers, and proposal teams

AI-generated briefs and capture plans at key phases

Slack, Teams, and email notifications keep everyone aligned

Gate review enforcement ensures process discipline

Join 500+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

Any phase in your pipeline. CLEATUS fires the pursuit.phase_changed event whenever a pursuit moves between columns — whether you use standard phases (Qualify, Capture, Proposal, Submitted, Won, Lost) or custom ones. Use IF nodes to branch on the new phase name.