Tender tracking and telephony

Setting tender tracking up

Defining what counts as relevant to you.

The configuration lives in the admin area and is separate for each workspace.

SettingWhat it does
KeywordsWords to look for in the notice text
CategoriesFilter by procurement category
InterestsFree text: what you sell or buy — used by the AI analysis
AssigneesWho the resulting tasks go to
ProjectWhich project the tasks land in
Poll intervalHow often matching runs

Amount thresholds

  • Minimum amount — below this, no task is opened at all (0 = no filter)
  • High amount — above this, a match raises an immediate alert: a notification, and a WhatsApp message if you want one
The two thresholds together cut the noise: small notices do not fill the list, and a big one does not slip past.

AI matching

With AI mode on, relevance is judged on the content of the notice rather than keywords alone. You can additionally let the AI read your own tasks and projects, so it takes into account what you actually work on.

Results

Outcomes of completed tenders are kept too: who won and at what price — useful context the next time you price a bid.