Uploaded tender documents are processed and labelled automatically, so BidBot can retrieve anything held in them. That makes it possible to interrogate a tender pack from whichever angle you need - commercial, operational, legal or evaluative - without anyone reading it cover to cover first.
This article covers three uses: producing briefings for colleagues outside the bid team, building custom summaries, and evaluating drafts against the buyer's scoring framework.
Before you start
Upload the tender documents to an opportunity in the bid analysis environment. Then click into a dashboard and open up BidBot.
The prompts below are examples. Adapt them, or write your own - the structure is what matters, not the exact wording.
Briefings for other parts of the business
The people who decide whether a bid is worth pursuing are often not bid people. These prompts produce something a director can read and act on.
Financial briefing
Hey BidBot — review and analyse all uploaded tender documentation and produce a comprehensive financial briefing for executive review.
Assess and clearly articulate the financial implications of this tender both if the contract is won and if it is not, including:
• Total contract value, revenue profile and payment milestones• Contract duration, renewal terms, indexation and break clauses• Cost assumptions, margins, and any pricing or cost-escalation risks• Required insurances, bonding, warranties and associated costs• Liability clauses, indemnities, caps on liability and financial exposure• Penalties, service credits, liquidated damages or performance deductions• Financial risks, contingent liabilities and balance-sheet implications• Key commercial assumptions we would need to validate before submission
Summarise findings in a clear, decision-ready format, highlighting material risks, upside opportunities, and any red flags that may require board-level consideration.
Operational impact assessment
Hey BidBot — analyse all tender documentation and prepare a detailed operational impact assessment.
Focus on the practical implications of delivering this contract, including:
• Contract timelines, mobilisation requirements and critical milestones• Service delivery scope, performance standards and SLAs• Resource requirements — people, skills, locations, equipment, systems• Ongoing operational commitments, volumes and scalability expectations• Dependencies, assumptions and third-party obligations• Compliance, reporting, governance and audit requirements• Risks to service continuity, capacity or operational resilience• Exit, transition-out and handover obligations at contract end
Outline operational risks, capacity constraints and mitigation strategies, and conclude with an assessment of whether this contract is operationally viable within our current and forecast capabilities.
Commercial and contractual risk review
Hey BidBot — conduct a commercial and contractual risk review across all tender documentation.
Identify and summarise:
• Non-standard or onerous contract terms• Risk allocation between customer and supplier• Change control, variation and dispute mechanisms• Termination rights, step-in rights and remedies• IP ownership, data protection and confidentiality obligations• Clauses that may require negotiation or legal clarification
Present findings in a plain-English executive summary, highlighting clauses that materially increase commercial or legal risk.
Custom bid summaries
BidBot can summarise a tender pack in whatever shape your team reviews things in - a table, a memo, or a bullet-point brief.
Summarise the uploaded tender pack, listing key requirements, deliverables and submission dates in a table.
Create a C-suite summary memo detailing buyer objectives, evaluation criteria and contract scope using the uploaded tender documents. Include where we stand as a business to respond effectively, backing claims up with similar case studies.
State the format you want. Left unspecified, you will get prose where you may have wanted a table someone can paste into a review pack.
Evaluating drafts against the scoring rubric
Where both the questions and the evaluation criteria are uploaded to a project, BidBot can assess your drafts against the buyer's own framework. Read the Stress-test article for further information.
Give BidBot the evaluator's persona
This works considerably better when you tell BidBot who to be. An evaluator reads for compliance and scoring, not for whether the writing is good.
BidBot, you are an independent procurement evaluator for the client, tasked with reading, understanding and scoring our submission for the this project/ answer.
Your marking instructions follow the submission requirements detailed in the uploaded tender documents for that project, including any stated word or character limits, evaluation criteria, scoring rubric, and listed requirements.
Evaluate all of our written responses, provide a score against the scoring rubric, and give constructive feedback on how we can improve each answer.
For evaluating a single answer from inside the Answer Workspace, see Evaluating and critiquing answers with BidBot.
Related articles
Agent Mode — the data sources and actions behind this analysis.
Evaluating and critiquing answers with BidBot — assessing one answer while drafting it.
Bid Analysis: Overview — structured go/no-go decision-making.
BidBot question extraction — pulling the questions out of the same pack.
Using Specific Libraries — grounding BidBot in the right knowledge.