In Bid Analysis, BidBot does two jobs: it builds your analysis boards, and it acts as a strategic consultant on the tender in front of you.
It works with contextual awareness of your organisation's capabilities, drawn from your Bid Libraries, your projects and your won/lost history — so it can pick apart dense tender documentation and relate it to what you can actually deliver.
Open BidBot
Click the opportunity in the left-hand sidebar.
Open the board you want to work on.
Select Open BidBot from the Analysis Toolkit panel.
BidBot opens from the right of the screen in its usual format.
Have BidBot build your first board
Your first opportunity starts with a blank board and no templates to draw on. Rather than assembling components by hand, click Let BidBot Build It.
This is also where onboarding teams should start. If you want help configuring your criteria, contact your support manager or email [email protected].
Build from criteria you already have
Most teams already run go/no-go decisions using something — a scoring spreadsheet, a decision framework in Word, a summary template someone built years ago. The fastest way to a useful board is to give BidBot that document and have it rebuild the same structure.
In BidBot, click the + icon at the bottom of the input bar.
Click Attach Files and select your existing criteria document.
Ask BidBot to replicate the decision structure or criteria in that document as an analysis board.
Review what it produces, then ask for additions and improvements.
Expect to iterate. The first board rarely lands exactly right, and refining it in conversation is faster than dragging components around — particularly since the board you settle on becomes the template every future opportunity uses.
What BidBot can build
You can ask for specific components by name:
Notes and text | Free-form notes and text. |
Charts | Pie, line, trend, part-to-whole and ranking. |
Tables and frameworks | Scorecard, criteria matrix, milestone timeline, risk register. |
Narrative | Narrative, executive narrative, and evidence and rationale. |
Any decision criterion you want can be configured, so the board can be entirely specific to how your organisation decides.
Being explicit helps. "Add a risk register covering delivery, commercial and compliance risks" produces something closer to what you wanted than "add some risks".
Use BidBot as a consultant on the tender
Beyond building the board, BidBot can interrogate the tender pack itself — clarifying dense documentation, surfacing what a requirement actually means, and relating it to your capabilities.
For structured briefings aimed at finance, operations or legal colleagues, see Analysing tender documents with BidBot. Those prompts work equally well here, and produce material you can paste straight into a narrative component.
Related articles
Saving and reusing analysis templates — turning the board BidBot built into a reusable template.
Creating and managing opportunities — creating the opportunity and uploading its documents.
Analysing tender documents with BidBot — executive briefings and risk reviews.
Bid Analysis: Overview — what to include on a go/no-go board.