AI BID OPERATIONS

ProcoreBuildingConnectedGoogle Workspace

Bid workflow automationfrom invite to win / loss.

Opsync helps commercial subcontractors automate intake, qualification, document control, post-submission follow-up, and outcome tracking across email, Procore, BuildingConnected, and Google Workspace.

Commercial subs
50+ ITBs / month
1-3 estimators

Qualify bids before estimator time gets burned

Keep drawings, addendums, and RFIs in one repeatable workflow

Trigger post-submission follow-up and capture win / loss reasons

Email + Procore

Centralized bid intake

Drive + Sheets

Structured bid ops layer

Follow-Up

Post-submission triggers and outcomes

Redacted workflow preview

One operating layer for the bid team

Live-style

Bid pipeline view

Intake, follow-up, outcomes

Redacted
Qualified
Follow-up queued
Revision flagged
Outcome pending

Follow-up queue

Submitted proposals stay active

Outcome log

Win / loss reasons stay visible

WHAT WE BUILD

Systems built around estimating reality

Bid Intake Automation

Centralize invitations from email, BuildingConnected, and Procore so your team is not triaging three separate inboxes.

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Bid Qualification Rules

Route opportunities by GC relationship, location, project type, and your internal no-bid rules before an estimator touches them.

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Bid / No-Bid Workflows

Build approval paths, response handling, and submission steps so GCs get timely answers and your team keeps moving.

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Addendum and RFI Tracking

Catch revisions early, surface missing documents, and keep the latest bid package in front of the team.

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Document Control

Automatically organize drawings, specs, and bid folders in Google Drive so nothing stays buried in email attachments.

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Follow-Up and Win / Loss Tracking

Trigger follow-up after proposal submission, keep opportunities from going cold, and log why jobs were won or lost.

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THE PROCESS

From messy bid ops to a usable system

01

Workflow Audit

We map how invites hit your team today across email, BuildingConnected, Procore, Sheets, and Drive.

02

Rules and Architecture

We define qualification rules, folder logic, statuses, and the exact handoffs your estimators need.

03

Build and Launch

We implement the automation layer, test edge cases, and connect it to the tools your team already uses.

04

Handoff and Support

Your team gets training, documentation, and support so the workflow keeps running after launch.

WORKFLOW EXAMPLES

The kind of workflows we build

Case Study

Commercial facade subcontractor

Centralized bid intake across email, BuildingConnected, and Procore while automating qualification, bid / no-bid handling, post-submission follow-up, and document control.

Read the full anonymized build

Read case study
Document Control

Addendum and Drawing Control

Track addendums, keep the latest files organized in Drive, and surface what changed before bid day.

Cleaner revisions and less inbox chasing

See details
Estimating Ops

Post-Submission Follow-Up

Trigger follow-up after submission and capture win / loss reasons so proposals do not disappear after they are sent.

Clearer visibility from proposal to outcome

See details

FEATURED CASE STUDY

Anonymized client case study

Bid management automation for a commercial facade subcontractor

Northeast US

Hundreds

Bid invitations managed across active workflows

3 sources

Email, BuildingConnected, and Procore intake

1 system

Structured flow from invite to win / loss

Problem

A commercial metal and glass subcontractor was manually managing bid invitations across email, BuildingConnected, and Procore. Addendums were getting buried, GC history lived in memory, estimators were spending too much time reviewing invites that were never a fit, and submitted proposals could go quiet without consistent follow-up.

What Opsync built

  • - Centralized intake for email, BuildingConnected, and Procore invites
  • - Qualification rules using GC history, geography, and fit signals
  • - Bid / no-bid response handling for faster GC communication
  • - Google Sheets logging for live bid tracking and status visibility
  • - Google Drive document organization for drawings and bid files

Outcome

Submitted proposals stayed active longer because follow-up happened systematically instead of inconsistently. Win / loss visibility improved because reasons were captured instead of disappearing into email threads.

REDACTED PROOF

What the system layer looks like in practice

These redacted previews mirror the kind of bid tracker, document control, and post-submission follow-up views the workflow creates for the team.

Bid tracker

Redacted live-style preview

Intake
SignalEventStatus
Qualified
Review
No-bid
Follow-up

Document control

Redacted live-style preview

Files
Google Drive structure

Follow-up and outcomes

Redacted live-style preview

Visibility
ProposalNext touchOutcome
Open
Pending
Logged

WHY TEAMS REACH OUT

Signs your bid workflow is ready for automation

You are buried in bid invites

Estimators are still manually opening every invite, even when most of them are obvious no-bids.

Addendums keep getting buried

Critical revisions are spread across inboxes, downloads folders, and GC portals instead of one clean workflow.

Bid data lives in too many places

Status updates, due dates, drawings, and GC context are scattered across spreadsheets, folders, and tribal knowledge.

Submitted proposals go cold

After the proposal goes out, follow-up is inconsistent and the team never clearly sees why work was won or lost.

ENGAGEMENT MODEL

How we usually roll this out

Most teams do not need a giant rebuild on day one. The cleanest path is to start with the workflow causing the most drag, prove it in the real operation, then expand.

Step 1

Workflow Audit

We review how invites, addendums, proposals, and follow-up move through your team today and identify where manual admin is wasting the most time.

  • - Current-state workflow review
  • - Bottleneck and risk mapping
  • - Priority automation recommendations

Step 2

Pilot Build

We implement the highest-friction workflow first, usually intake, qualification, document control, or post-submission follow-up.

  • - One live workflow launched
  • - Team-tested handoff points
  • - Initial tracking and visibility layer

Step 3

Full Rollout and Support

Once the pilot proves itself, we extend the system across the rest of the bid lifecycle and keep optimizing how the team uses it.

  • - Expanded workflow coverage
  • - Follow-up and win / loss tracking
  • - Ongoing support and iteration

FAQ

Questions that usually come up first

Those tools handle bid distribution and project collaboration, but they do not give most subcontractors a clean operating system for qualification, file handling, post-submission follow-up, and win / loss visibility. Opsync sits on top of the workflow that happens after the invite lands.

Ready to clean up bid operations?

Book a workflow audit and walk me through how bids hit your team today. I'll show you where automation can reduce manual admin without changing how your estimators actually work.

Book a Workflow Audit

Built for commercial subcontractors using Procore, BuildingConnected, and Google Workspace.