Routines / Public Buying Plan Watch
Public Buying Plan Watch
Each morning Jane checks the procurement sites you name and reads every new buying plan or bid notice in full. She marks the items within the scope of your contracts, finds the agency contact for each and logs them to your client database. She posts the items in chat with an email for each.
How this routine works
Works with
Bullhorn
Avionté
Greenhouse
Ceipal
HubSpot
Salesforce
Gmail
Outlook
LinkedIn
Slack
- 1
A buying plan is published
Each morning Jane checks the procurement sites you name for a new buying plan or bid notice and reads each new document in full.
- 2
Jane marks items within your contracts
Jane marks each item within the scope of your contracts, finds the agency contact for it and logs the contact in your client database.
- 3
Jane posts the matching items
Jane posts the matching items in chat with the agency, the timing, the contact and an email to each agency contact.
Questions about Public Buying Plan Watch
What does the Public Buying Plan Watch routine do?
It reads each new public sector buying plan and bid notice on the sites you follow, picks out the items your contracts cover, finds the agency contact and drafts an email for a rep to approve.
Which procurement sites can Jane read?
Any public site your team reads today, including state and provincial buying plans, agency bid boards and university procurement pages.
Does Jane email agencies on her own?
No. She drafts each email from the rep who owns the agency, and nothing is sent until that rep approves it.
Can we tell Jane which items to ignore?
Yes. Give her the contract scope, the services you do not offer and any agencies you already cover, and she applies them to every plan she reads.
