DFH bid workflowInteractive concept demo

For Moshe + Aaron

Turn every ITB into the right next action.

See how a DFH team’s real bid-email process becomes a structured, governed workflow without taking decision-making away from the estimator.

Outlook intakeSmartsheet workflowHuman review

A walkthrough of the first DFH workflow

Use the button to run a sample ITB through extraction, duplicate protection, routing and human review.

Sample ITB

What the system sees and does

This is a controlled demo using sample data. Nothing is connected to a live mailbox.

Approved Outlook folder · sample message

Invitation to Bid — Westgate Medical Office

Dawson Builders · estimating@dawsonbuilders.example

Please find attached the invitation to bid for the Westgate Medical Office project. Bid date: October 18, 2026. Please submit proposals through BuildingConnected.

PDF

Westgate_Medical_ITB.pdf

Ready for approved workflow

Structured project record

Westgate Medical Office

Extracted from the invitation to bid

Bid dateOct 18, 2026

LocationDallas, TX

General contractorDawson Builders

DestinationSmartsheet · Bids

✓ Duplicate checkNo protected Estimate # match

Human reviewConfirm scope before filing

Governed workflow

Automation with clear boundaries

Receive

Watch the approved ITB folder — not the entire mailbox.

Extract

Structure project, bid date, location and contractor details.

Protect

Apply duplicate logic and Estimate # safeguards before moving.

Route

Create or update the project record and folder from approved rules.

Review

Hold ambiguity for a person, with the source and reason visible.

AUTOMATIC WHEN CLEAR

Routine, reversible work

Extract fields, prepare records, route known projects and produce a recap when the rules are explicit.

HUMAN WHEN IT MATTERS

Estimator decisions and exceptions

Bid/no-bid, unclear scope, protected records and low-confidence cases never move silently.

Client onboarding

A demo that becomes their blueprint

The same intake used to sell the workflow creates the reviewed configuration needed to launch it.

Guided discovery

1 Which Outlook folder contains real ITBs?

2 Which fields and destinations must be updated?

3 What makes an existing project a safe match?

4 Which cases require an estimator’s review?

Bid Operations

Process an invitation to bid

Human review queue

Active workflow rules