🤝 Analyze high-priority tenders from Airtable to Slack for Go/No-Go approval
⚡ 224 views · 🤝 CRM & Sales Operations
Description
📊 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
🔗 Nodes Used
Airtable, Slack, Gmail, Schedule Trigger, AI Agent, OpenAI Chat Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File