Capture
Automations & approvals
Automations monitor selected work and bring proposed next steps back for review. They do not change a pursuit until an authorised team member approves the action.
What can be monitored
- Scheduled market briefings based on matching TenderMetro records.
- Tender amendments and automatic requalification when tracked details change.
- Deadline risk on active pursuits approaching their closing date.
Review suggested actions
Open Approvals to approve, edit or dismiss a suggestion. Approved actions can create tasks, set milestones, move a pursuit, archive cancelled work or rerun qualification. Existing approval gates still apply.
Approval rules
Workspace managers can require approval before selected stage moves, choose the approver and apply a minimum pursuit value. The request and decision remain visible to the team.