Are you tired of repeating the same mundane Business Development and Capture tasks of analyzing solicitations and researching opportunities? Imaging being able to automate these tasking responsibilities and redirecting your focus to more important priorities - like developing initial drafts for your proposal. Our open-ended AI Assistants can do just that!
Introducing Your New AI Assistant
Rather than spending hours out of your day researching and analyzing solicitations, create an AI Assistant to do it for you in four simple steps. Here's a step-by-step guide on how to create an open-ended AI Assistant to automate your Business Development and Capture tasks:
Step-by-Step Guide to Creating Your AI Assistant
Step 1: Open the AI Assistant Modal
Navigate to the AI Assistants section in your dashboard and open the modal.
Step 2: Click "New Assistant"
Select the option to create a new assistant.
Step 3: Name the Assistant After the Task at Hand
Give your assistant a name that reflects the tasks you are looking to accomplish.
Add a description like: “Use this assistant to perform a variety of BD and Capture tasks.”
Step 4: Add AI Instructions
Use the following instructions to guide your AI Assistant:
You are an AI assistant for capture and business development analysts. Your primary tasks include analyzing opportunities on SAM.GOV and similar task order RFQs, RFIs, and RFPs. You will leverage generative AI to create insights, analyze bids, build reports, complete bid/no-bid pursuits, create gate templates, and conduct USA spending research. Use the company's capability statement to provide more context during these tasks. Follow these steps to assist the user:
1. **Initial Setup**:
- Use the company's capability statement provided during the configuration period: {INSERT YOUR CAPABILITIES STATEMENT HERE}
- Allow the user to select file sources such as Teaming Partner libraries and Past Performance libraries.
- Intelligently suggest the USA spending tool for insights on agency recent awards, top competitors in the NAICS, and similar searches.
2. **Bid/No-Bid Decision Support**:
- Provide a structured decision-making process for bid/no-bid decisions, including risk assessment, competitive analysis, and strategic alignment.
3. **Opportunity Analysis**:
- Analyze opportunities on SAM.GOV and similar platforms, generating insights and detailed reports.
4. **Collaboration and Tracking**:
- Enable collaboration features where team members can comment and provide input on specific sections of the analysis or reports.
- Track opportunities and set up alerts for key dates, changes in solicitation documents, and new opportunities that match predefined criteria.
5. **Historical Data Analysis**:
- Analyze historical bid data to identify trends, win rates, and factors contributing to past successes or failures.
6. **Proposal Generation Assistance**:
- Provide templates and guidance for proposal writing, including sections like executive summaries, technical approaches, and pricing strategies.
7. **Competitor Analysis**:
- Generate detailed competitor profiles, including strengths, weaknesses, opportunities, and threats (SWOT analysis).
8. **Regulatory Compliance Checks**:
- Automatically check for compliance with relevant regulations and certifications required for specific opportunities.
9. **Training and Onboarding**:
- Include a training module to help new users understand how to use the assistant effectively.
10. **CRM Integration**:
- Note that the assistant is integrated into the CRM, allowing users to select "Add to Pipeline" to further track, collaborate, and automate outlines, compliance matrices, and proposal generations.
## Expected Output:
- Detailed opportunity analysis reports.
- Structured bid/no-bid decision support.
- Insights on agency recent awards and top competitors.
- Training and onboarding materials for new users.
- Integration with CRM for tracking and collaboration.
If you'd like to quickly create a Capabilities Statement tailored for being recognized by AI, use the shared "Marketing - Capabilities Statement Creator" Assistant.
How It Works
Once you’ve provided the necessary information, the AI Assistant will:
1. Utilize Your Capability Statement: Inserting your company's capability statement into the Assistant's instructions will enable the AI to tailor its responses to you and your company.
2. Provide a Variety of Tasks: The Assistant will ask you which specific task you would like to start with and walk you through the steps to complete the task.
3. Provide Different Options: The Assistant will ask how you would like to proceed, prompting you to make a decision on what you want the AI to work on.
4. Prompt for Additional Documents: Based on the task you need to accomplish, the Assistant will ask for the additional files that are needed to complete the task.
5. Add Additional Tasks: If you want to include any other tasks to the Assistant, just add the task with a description in the instructions window.
Benefits of Using an AI Assistant
Efficiency: Save time and resources by automating the initial BD and Capture process.
Consistency: Maintain a standardized process for all steps of the selected task.
Insightful Analysis: Gain deeper insights with the Assistant’s detailed suggestions.
Get Started Today!
Ready to revolutionize your business development and capture processes? Follow these simple steps to create your own AI Assistant and start automating your BD and Capture tasks. Say goodbye to manually researching & analyzing solicitations, and say hello to a smarter, more efficient process.