- AI-Agent
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Send Proposal Packets
Send current proposal files to evaluators and record their revisions
Use this Agent instantly or customize it - no programming needed
- proposal folder changeproposal folder change
A change in your review-ready folder points to a vendor packet that needs another look.
- proposal PDFproposal PDF
Your proposal PDF provides the current file and revision for the evaluator.
- price sheetprice sheet
Your price sheet provides the current file and revision that must accompany the proposal.
- review taskreview task
Your review task names the evaluator, expected files, question, deadline, and earlier sends.
- packet rulespacket rules
Your folder naming rule pairs files with a task, and your email limit sets attachment size.
Your file storage service signals folder changes and supplies the current proposal files and revisions.
Your task management tool holds the review details and records which file revisions went to the evaluator.
- coordinator alertcoordinator alert
Your sourcing coordinator hears why the packet cannot go to the evaluator yet.
- missing file notemissing file note
Your review task shows which expected file is missing while the packet waits.
- evaluator emailevaluator email
Your evaluator receives both current files, the decision question, task link, and deadline.
Your email service sends both files to the evaluator and returns the sent message ID.
- delivery errordelivery error
Your review task shows the email error without claiming the packet was sent.
- task send logtask send log
Your review task records the sent message ID and both exact file revisions.
This Agent starts when your review-ready proposal folder changes. It checks both files and the matching review task. For complete packets, it emails the evaluator and logs the revisions sent.
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GmailUsed as:
- Task management tool
Gmail holds the review details and records which file revisions went to the evaluator.
- Email service
Gmail sends both files to the evaluator and returns the sent message ID.
Google DriveUsed as:
- File storage service
Google Drive signals folder changes and supplies the current proposal files and revisions.
Microsoft OutlookUsed as:
- Task management tool
Microsoft Outlook holds the review details and records which file revisions went to the evaluator.
- Email service
Microsoft Outlook sends both files to the evaluator and returns the sent message ID.
AirtableUsed as:
- Task management tool
Airtable holds the review details and records which file revisions went to the evaluator.
monday.comUsed as:
- File storage service
monday.com signals folder changes and supplies the current proposal files and revisions.
AsanaUsed as:
- Task management tool
Asana holds the review details and records which file revisions went to the evaluator.
ZoomUsed as:
- Email service
Zoom sends both files to the evaluator and returns the sent message ID.
Google ContactsUsed as:
- File storage service
Google Contacts signals folder changes and supplies the current proposal files and revisions.
Microsoft Office 365Used as:
- Task management tool
Microsoft Office 365 holds the review details and records which file revisions went to the evaluator.
Zoho MailUsed as:
- Task management tool
Zoho Mail holds the review details and records which file revisions went to the evaluator.
- Email service
Zoho Mail sends both files to the evaluator and returns the sent message ID.
PodioUsed as:
- Task management tool
Podio holds the review details and records which file revisions went to the evaluator.
MailgunUsed as:
- Email service
Mailgun sends both files to the evaluator and returns the sent message ID.
KintoneUsed as:
- Task management tool
Kintone holds the review details and records which file revisions went to the evaluator.
Made for your industry
Send Proposal Packets is made for businesses in these industries.
- Construction
Send complete trade bid packets to reviewers and log the versions.
Show all Agents for the Construction industry - Manufacturing
Send current supplier proposals and price sheets to evaluators.
Show all Agents for the Manufacturing industry - Government
Route complete vendor bids for review with file revisions logged.
Show all Agents for the Government industry
Made for your role
Send Proposal Packets is made for people in these roles.
- Procurement Specialist
Send current proposal files to the evaluator in one email.
Show all Agents for the Procurement Specialist role - Procurement Manager
Track which proposal revisions reached each bid evaluator.
Show all Agents for the Procurement Manager role - Sourcing Coordinator
Send each evaluator a complete bid packet and log its revisions.
Show all Agents for the Sourcing Coordinator role
Made for your department
Send Proposal Packets is made for people in these departments.
- Procurement
Send complete vendor bids to evaluators and log the file revisions.
Show all Agents for the Procurement department
How Send Proposal Packets works
5 steps, in order, on every run.
-
Find the current packetRead the changed vendor folder and identify the current proposal PDF and price sheet.
-
Check the review taskMatch the vendor folder to a review task. Read its file requirements and reviewer details.
-
Verify both filesDownload the expected proposal and price sheet. Hold the request if either file is missing or too large for email.
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Avoid repeat emailsCompare both file revisions with the task's send history. Skip the packet if those versions already went out.
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Send and log the review requestEmail the complete packet with the review question and deadline. Record the message and both file revisions on the task.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
13 tools
- Choose the review-ready proposal folder and a naming rule that pairs each vendor/request ID with a proposal PDF and price sheet.
- Require the matching review task to hold the evaluator email, decision question, deadline, and expected filenames.
- Set an attachment size limit for reviewer email and a coordinator address for unmatched or oversized packets.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Proposal Packets:
Choose a review-ready folder and a naming rule that pairs proposals with price sheets. Add reviewer details and expected filenames to each task. Set an email size limit and coordinator address.
Your review task notes the missing filename. Your evaluator gets no partial packet while the Agent waits for another folder change.
An updated packet can go out when its file revisions change. The Agent skips a revision pair already recorded on your task.
Your chosen coordinator gets a notice when task details are missing or files exceed your email limit. If email fails, your task records the error.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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