Automated GC Bid Invitation Routing
As GC invitations to bid land in Gmail, WebRun reads each one, extracts the project name, structured cabling scope, and bid due date, notes any plan links, opens a matching estimate shell in Conest IntelliBid, and posts your estimating team a Microsoft Teams note assigning the bid to the right estimator with its deadline.
How do I route incoming GC bid invitations to the right estimator automatically?
As GC invitations to bid arrive in Gmail, WebRun reads each for the project, cabling scope, and bid due date, then opens a matching estimate shell in Conest IntelliBid. It posts your team a Microsoft Teams note assigning the bid to the right estimator with its deadline, so no invitation is missed and every bid has an owner.
- No invitation to bid slips past the inbox unassigned
- Every bid has a named estimate shell and an owner within minutes
- Estimators see the scope and deadline the moment a bid lands
Built for structured cabling estimators · low-voltage contractors · bid coordinators · datacom estimating teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - read GC bid invitations
gmail.com
WebRun reads incoming GC invitations to bid in Gmail. - Watch the estimating inbox for invitations to bid and bid solicitations from GCs
- Read each for the project name, location, structured cabling scope, and bid due date
- Note any plan-room links or attached drawing sets for the estimator to open
Done when Every new bid invitation is captured with its project, scope, and due date.
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2
Conest IntelliBid - open a matching estimate shell
conest.com
WebRun opens a matching estimate shell for the project in Conest IntelliBid. - Open Conest IntelliBid and create a matching estimate shell for the project
- Fill in the project name, GC, location, and bid due date on the estimate
- Leave the takeoff empty for the assigned estimator to start from the plans
Done when A named estimate shell exists in Conest IntelliBid for each new invitation.
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3
Microsoft Teams - assign to the right estimator
microsoft.com
WebRun posts a Teams note assigning each bid to the right estimator. - Post the estimating channel a note for each new bid with project, scope, and due date
- Assign it to the estimator on rotation or by scope and @-mention them
- Keep it an internal routing note, never a reply to the GC
Done when Each new bid is assigned to an estimator in Microsoft Teams with its deadline.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will it reply to the general contractor?
No. WebRun never answers the GC. It reads the invitation, opens an estimate shell, and posts an internal Microsoft Teams assignment, so any response to the GC is written and sent by a person.
How does it pick the right estimator?
It assigns by the rotation or scope rules you set, so datacom and security bids go to the estimator who handles them, and it @-mentions that person in the Teams note with the deadline.
Does it start the takeoff itself?
No. WebRun only creates the named estimate shell with the project details in Conest IntelliBid. The assigned estimator starts the SureCount takeoff from the plans, so the numbers are always theirs.
Related templates
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