Can I route based on multiple criteria — not just set-aside?

Yes. You can combine set-aside routing with other criteria using nested If/Else branches — for example, route 8(a) contracts above $500K to a senior capture manager while smaller 8(a) contracts go to a junior BD rep. Layer in NAICS, agency, or value filters on top of set-aside routing.

Does this work for firms with multiple certifications?

Yes — this is exactly the use case it is designed for. Firms with multiple certifications need different team members to handle different set-aside types. The workflow ensures each opportunity reaches the right person based on which certification qualifies them.

Who it's for: GovCon firms with multiple set-aside certifications (8(a), SDVOSB, WOSB, HUBZone) that need to route opportunities to the right team based on eligibility and set-aside type.
What it does: Triggers on new recommendations or pipeline additions. AI identifies the set-aside type and routes the opportunity accordingly — assigning the right capture owner, adding to the correct pipeline view, and notifying the eligible team via Slack or email.
Key outcomes: Eliminates manual sorting of opportunities by set-aside. Ensures every team member sees only contracts they qualify for. Speeds up response time for set-aside-specific pursuits.

Route Opportunities by Set-Aside with AI Automation

CLEATUS automatically identifies the set-aside type for every opportunity — 8(a), SDVOSB, WOSB, HUBZone, small business, or unrestricted — and routes it to the right team member, pipeline, or Slack channel. Your team only sees the contracts they are eligible for.

Trusted by 500+ contractors

Set-Aside Detection

Identify and Classify Set-Asides Automatically

The workflow detects set-aside type from every new opportunity — 8(a), SDVOSB, WOSB, HUBZone, small business, or full and open. If/Else branches route each type to the appropriate handler, so your 8(a) team only sees 8(a) contracts and your SDVOSB lead only gets SDVOSB opportunities.

Detect 8(a), SDVOSB, WOSB, HUBZone, and small business set-asides

If/Else branches route each type to the right handler

Support unrestricted and full-and-open classification

Handle multiple set-aside types in a single workflow

CLEATUS workflow with decision branches routing opportunities by set-aside type

Team Routing

Route to the Right Person, Pipeline, and Channel

Each set-aside branch triggers different actions — assign the SDVOSB lead, add to the 8(a) pipeline view, notify the HUBZone Slack channel. Your team gets targeted, relevant opportunities without wading through contracts they cannot pursue.

Assign different capture owners by set-aside type

Add to set-aside-specific pipeline views

Notify the right Slack channel for each set-aside

Filter out ineligible opportunities automatically

CLEATUS workflow routing set-aside opportunities to different team members and channels

Ready to Route Opportunities by Set-Aside Automatically?

Let AI identify set-aside types and route every opportunity to the right team instantly

AI detects 8(a), SDVOSB, WOSB, HUBZone, and small business set-asides

Route each type to the right capture owner and pipeline

Slack and email notifications targeted by set-aside

Filter out ineligible opportunities before they reach your team

Configure routing rules in the visual workflow builder

Join 500+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

The workflow detects all standard set-aside types: 8(a), SDVOSB (Service-Disabled Veteran-Owned Small Business), WOSB (Women-Owned Small Business), EDWOSB, HUBZone, Small Business, and unrestricted/full-and-open. You can add custom routing for any classification.