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AI Tender Triage Workflow: OpenAI Scoring to Google Sheets

AI Tender Triage Workflow: OpenAI Scoring to Google Sheets

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AI Tender Triage Workflow: OpenAI Scoring to Google Sheets

AI Tender Triage Workflow: OpenAI Scoring to Google Sheets

Regular price £38.99
Regular price £38.99 Sale price
SAVE Sold out

AI Tender Triage in n8n: OpenAI Scoring → Google Sheets + Bid Manager Email

Stop guessing which tenders are worth the paperwork. This AI Tender Triage workflow automatically scores every incoming tender using gpt-6-luna (0–100), flags risks, logs the decision to Google Sheets, and emails the bid manager the verdict and what to double-check. A Monday digest keeps due tenders visible and on track.

What this workflow does

  • Receives new tenders via an n8n Webhook (“When Tender Received”, POST path tender-intake-0925) from a form, CRM, or script.
  • Normalizes and validates inputs: trims fields like tender title, client, due date, estimated value, tender summary, source URL, and bid manager email; creates a tender_id (TD- + timestamp + 4-digit random suffix) and a received_at timestamp; checks required fields are present.
  • Scores fit and flags risks: for validated tenders, calls gpt-6-luna to score fit from 0 to 100 and recommend bid, no_bid, or needs_review. It also outputs strengths, risks, key requirements, and a deadline risk.
  • Records decisions: logs every assessment to the “Tenders” tab in Google Sheets.
  • Notifies the right person: emails the bid manager the verdict plus the specific requirements they should check. For no-bid outcomes, it sends a short note explaining why the company passed.
  • Monitors pipeline timing: a Monday digest lists tenders still being tracked that are due within 14 days.

Use cases

  • Bid teams automating intake from web forms or CRM exports and reducing manual screening.
  • SaaS operators tracking tender pipeline health with scheduled “due soon” summaries.
  • Automation engineers needing an auditable workflow that records AI triage outcomes to Google Sheets.

Technical details

  • Webhook (POST tender-intake-0925)
  • Code (tender_id / received_at generation and field handling)
  • If (required-field validation and routing)
  • Set (data normalization)
  • OpenAI (gpt-6-luna) (fit scoring + bid/no-bid/needs_review plus risks and requirements)
  • Gmail (emailing bid manager verdicts)
  • Google Sheets (logging to “Tenders” tab)
  • Sticky note (workflow guidance/documentation)

Last updated: October 2026.

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