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Analyze high-priority tenders from Airtable to Slack for Go/No-Go approval

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Created by: Rahul Joshi || rahul08

Rahul Joshi

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Last update 2 days ago

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📊 Description

Streamline management decision-making by automatically evaluating high-priority tenders, generating AI-powered executive summaries, and routing them for approval inside Slack. 🤖📩 This workflow pulls pending tenders from Airtable, uses GPT-4o-mini to evaluate urgency, business opportunity, and risk, and generates a structured summary with a Go/No-Go recommendation. Tenders that qualify are pushed to Slack with interactive approval buttons, and the final decision instantly updates Airtable and triggers a confirmation email to your bid team. Perfect for fast-moving procurement, bidding, and sales teams that require structured, high-quality tender assessments. 📊⚡

🔁 What This Template Does

1️⃣ Runs daily via Schedule Trigger to fetch high-priority pending tenders from Airtable. ⏰
2️⃣ Sends each tender to the AI agent for evaluation (urgency, risk, opportunity). 🤖
3️⃣ Generates structured JSON output:
— urgency
— priorityScore
— executive summary
— Go/No-Go recommendation
— reasoning
4️⃣ Formats AI output for Slack review and Airtable updates. 📝
5️⃣ Checks if tender qualifies as “High urgency + High score + Go.” 🚦
6️⃣ Sends interactive Slack message with Approve/Reject buttons. 💬
7️⃣ If approved → updates Airtable status to Approved and sends Gmail confirmation. 📧
8️⃣ If rejected or low-score → updates Airtable status accordingly. ✏️
9️⃣ If no priority tenders exist → sends fallback Slack notification. 📭

⭐ Key Benefits

✅ Eliminates manual tender review and scoring
✅ AI creates consistent, executive-ready summaries
✅ Fast approval flow inside Slack with built-in decision logging
✅ Clear Go/No-Go framework for quality tender selection
✅ Updates Airtable automatically with final decision
✅ Sends email confirmation for approved tenders — ensuring next steps start immediately

🧩 Features

Daily Airtable lookup for high-priority tenders
GPT-4o-mini AI scoring & structured evaluation
Automatic Go/No-Go decision logic
Slack interactive approval (Approve / Reject)
Auto-update to Airtable (Status = Approved / Pending)
Gmail confirmation email to the bid team
JSON output parser for reliable AI formatting
Tender link embedding for quick access

🔐 Requirements

Airtable Personal Access Token
OpenAI API key (GPT-4o-mini)
Slack API credentials
Gmail OAuth2 credentials
Airtable table with tender fields (Priority, Status, Summary, Dates, etc.)

🎯 Target Audience

Procurement teams evaluating multiple tenders
Management teams needing fast approval workflows
Business development & bidding teams
Companies tracking tenders in Airtable
Organizations adopting AI-assisted decision processes