How does the AI know which partners to target?

The AI agent analyzes the opportunity scope, required capabilities, set-aside type, clearance requirements, and geographic needs. It identifies gaps compared to your company profile and suggests partner types (not specific companies) that would fill those gaps. You can also provide a partner list for the AI to draft specific outreach.

Can I customize the outreach email templates?

Yes. The AI agent node accepts a prompt that defines your outreach style, tone, and required content. You can provide example emails, specify what to include (opportunity reference, capability needs, timeline, NDA language), and set different templates for prime/sub roles.

Who it's for: Capture managers, BD leads, and subcontract managers at government contracting firms who need to quickly identify and engage potential teaming partners and suppliers for new pursuits.
What it does: Triggers on pursuit.phase_changed to Capture. AI analyzes the opportunity scope, NAICS, set-aside requirements, and geographic needs to identify capability gaps. Generates tailored outreach email drafts for potential partners — referencing the specific opportunity, required capabilities, and teaming structure. Delivers drafts via notification and Slack for review before sending.
Key outcomes: Teaming outreach starts the same day a pursuit enters Capture. Outreach emails are specific and tailored, not generic. Capture managers review and send in minutes instead of hours.

Automate Supplier & Teaming Outreach with AI-Drafted Messages

When a pursuit moves to Capture, CLEATUS identifies capability gaps, drafts tailored outreach emails to potential teaming partners and subcontractors, and queues them for review. Your capture team sends warm, specific outreach — not generic templates — in a fraction of the time.

Trusted by 500+ contractors

AI-Drafted Outreach

Tailored Teaming Emails — Generated in Seconds

The workflow reads the opportunity documents and extracts scope, NAICS, set-aside, clearance requirements, and geographic constraints. AI then drafts outreach emails for different partner types — niche SMEs for technical gaps, vehicle-holders for access, cleared staffing providers for personnel needs. Each email references the specific opportunity and explains why the partnership makes sense.

AI drafts partner-specific outreach from opportunity data

References scope, NAICS, set-aside, and capability needs

Different templates for SMEs, vehicle-holders, and staffing partners

Drafts queued for human review before sending

CLEATUS AI generating tailored teaming partner outreach emails

Outreach Pipeline

Track Outreach Status and Partner Responses

Each outreach email is logged to the pursuit as a note, creating a record of who was contacted, when, and the message content. Webhook integrations can push outreach status to your CRM or project management tool. Follow-up reminders fire automatically if no response is received within your configured window.

Every outreach logged to the pursuit for audit trail

Follow-up reminders if no response in configured window

Webhook sync to CRM for outreach tracking

Batch outreach reports for capture team visibility

CLEATUS tracking supplier outreach status and follow-up reminders

Ready to Accelerate Your Teaming Outreach?

Generate tailored partner outreach emails automatically when pursuits enter Capture

AI-drafted outreach emails tailored to each opportunity

Capability gap analysis drives partner targeting

Human review before any email is sent

Automatic follow-up reminders for non-responses

Full outreach audit trail logged to every pursuit

Join 500+ contractors already using CLEATUS

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Workflow FAQ

Frequently Asked Questions

The workflow generates draft emails and delivers them to your team for review via Slack, email, or in-app notification. You review, edit if needed, and send from your own email client. CLEATUS can also push drafts to your email platform via webhook if you want a more automated flow — but human review is always recommended.