- AI-Agent
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Route Proposal Reviews
Notify the named reviewer and record the proposal file sent
Use this Agent instantly or customize it - no programming needed
- Proposal status changeProposal status change
Your proposal's status change tells the Agent which item to check.
- Proposal detailsProposal details
Your proposal item names the reviewer and deadline for a decision.
- Proposal PDFProposal PDF
Your uploaded PDF is the file the Agent checks before requesting a decision.
- Earlier review requestsEarlier review requests
Your item's updates show whether this PDF already went to its reviewer.
- Review settingsReview settings
Your setup tells the Agent which board, Ready status, and columns to use.
Your proposal management tool holds proposals for the Agent to check, route, and log.
- Correction updateCorrection update
Your item shows what needs fixing before its reviewer gets a request.
- Reviewer notificationReviewer notification
Your reviewer receives an item-linked request naming the PDF and deadline.
- Delivery errorDelivery error
Your item shows why the request could not reach the reviewer.
- Sent request updateSent request update
Your item records the reviewer, PDF, deadline, and time the request went out.
This Agent starts when your proposal reaches Ready. It checks the PDF, reviewer, and deadline before notifying the reviewer. Your item then records the file and send time.
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Google DriveUsed as:
- Proposal management tool
Google Drive holds proposals for the Agent to check, route, and log.
monday.comUsed as:
- Proposal management tool
monday.com holds proposals for the Agent to check, route, and log.
Google ContactsUsed as:
- Proposal management tool
Google Contacts holds proposals for the Agent to check, route, and log.
PodioUsed as:
- Proposal management tool
Podio holds proposals for the Agent to check, route, and log.
Made for your industry
Route Proposal Reviews is made for businesses in these industries.
- Construction
Route trade contractor proposals for review and log the file sent.
Show all Agents for the Construction industry - Manufacturing
Send supplier proposals for purchasing review and record the request.
Show all Agents for the Manufacturing industry - Healthcare
Route vendor proposals to the assigned reviewer with a deadline.
Show all Agents for the Healthcare industry - Government
Send vendor proposals to agency reviewers with a decision deadline.
Show all Agents for the Government industry - Education
Send supplier proposals to school reviewers and log the review request.
Show all Agents for the Education industry
Made for your role
Route Proposal Reviews is made for people in these roles.
- Procurement Specialist
Route complete supplier proposals to reviewers with a deadline.
Show all Agents for the Procurement Specialist role - Procurement Manager
Keep vendor proposal reviews moving with a logged request for each file.
Show all Agents for the Procurement Manager role - Buyer
Receive the proposal file and decision deadline on the purchase item.
Show all Agents for the Buyer role
Made for your department
Route Proposal Reviews is made for people in these departments.
- Procurement
Send assigned reviewers a decision request for each ready vendor proposal.
Show all Agents for the Procurement department
How Route Proposal Reviews works
5 steps, in order, on every run.
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Read the ready proposalRead the proposal item when its status moves to Ready. Gather the reviewer, deadline, uploaded file, and earlier requests.
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Check the proposal PDFOpen the PDF and confirm it has readable content. Flag an unreadable file or missing review details on the item.
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Avoid duplicate requestsCompare the PDF file ID with earlier requests on the item. Skip another notification when that file already has a request.
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Notify the reviewerSend the named reviewer an item-linked request with the decision question and deadline. Include the proposal and PDF names.
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Record the requestRecord the reviewer and PDF file ID on the item. Add the deadline and send time after the notification succeeds.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
4 tools
- Choose the proposal board and its Ready, reviewer, deadline, file, and request-sent columns.
- Require one uploaded proposal PDF and an account user in the reviewer column before the item is marked Ready.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Proposal Reviews:
You choose the proposal board and its Ready status. Set columns for the reviewer, deadline, PDF, and request status before your team marks items Ready.
Your coordinator sees a note on the item when the PDF is unreadable or review details are missing. The Agent sends no notification for that run.
No. The Agent compares the PDF file ID with earlier request updates on the item and skips another request for that file.
Your coordinator sees the delivery error on the proposal item. The Agent leaves the request unsent so your team can address the failure.
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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