Product Updates Everything new in CLEATUS, as it ships: Workflows

Get the right people moving as soon as a pursuit document arrives, without relying on someone to send a reminder.

Hey there! 👋 We've added the Pursuit document uploaded trigger to AI Workflows. When your team adds a file to a pursuit, you can have the next steps happen automatically, so important updates reach the right people…

Update Pursuit lets your workflows keep key pipeline details accurate as new information arrives, without changing the shared contract record.

Hi everyone! We've added a faster way to keep your pipeline records accurate: Update Pursuit lets an automated workflow update the details that change as you learn more about an opportunity, while leaving the shared…

Type the contract type and source label you actually use during manual import, and your workflows can route on it.

Hi everyone! We've added custom contract types and sources to manual import. When the notice is a TORFP, or the order sits on a vehicle like CFT, you can now type the label you actually use instead of settling for…

Your workflow agent fills your own PowerPoint template instead of building a new deck, returning your original slides, fonts and tables with just the fields you asked for.

Hi everyone! We've taught the workflow agent to fill your own PowerPoint template instead of building a new deck. Your file comes back with its original slides, layout, fonts and tables, and only the fields you asked…

Add a Zapier step to any AI Workflow and every item that reaches it is delivered to your Zap, on to HubSpot, Salesforce, or 5,000+ other apps.

Hey there! We've added a Zapier step to AI Workflows. Drop it anywhere in a workflow, and every item that reaches it is delivered to your Zap, and on to HubSpot, Salesforce, or the 5,000+ other apps Zapier connects.

The redesigned page makes automation more intuitive with starter prompts, ready-made templates, every trigger, and a blank canvas.

Hey there! We've made it more intuitive to automate common GovCon work. The New Workflow page brings starter prompts, ready-made templates, every trigger, a blank canvas, and workflow guides into one place.

Branch one workflow step into several actions that run side by side, so independent work finishes faster and stays easy to follow.

We've added a faster, more natural way to automate work that needs to happen at the same time: Parallel Workflow Steps. One step can now branch into several next actions, so your workflow can save a report, email your…

Two new workflow building blocks drop the documents your automations generate straight into the Drive or SharePoint folder you choose.

We've just added two new building blocks to your automations: Google Drive & SharePoint nodes. When an AI Agent in your workflow produces a document, drop in a Drive or SharePoint node and that file lands straight in…

Describe what should happen and when, and CLEATUS builds the whole workflow for you (trigger, steps, and all) ready to review in the editor.

Hey there! 👋 We've just shipped the fastest way yet to automate your GovCon operations: Plain-English Workflow Creation. Describe what you want to happen and when, and CLEATUS assembles the whole workflow for you…

Point a workflow agent at a pursuit and it reads the real proposal drafts directly — no exporting, no re-uploading.

We've connected your automations to the work you're actually doing: AI Workflows can now pull straight from your proposal workspace with bid package access. Point an agent at a pursuit and it can list and read every…