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ATLAS | Agent Research Opportunities

AI Agent for Opportunity Research and Scoring: Summary Document

Written by Customer Success Department

Purpose of the AI Agent

This AI Agent discovers, analyzes, and prioritizes federal, state, and local contracting and grant opportunities. It produces a scored pipeline with strategic fit insights to guide bid/no-bid and resource allocation decisions.

User Inputs

  • Opportunity Focus: Keywords, NAICS codes, capability areas, technologies.

  • Targeting: Agencies, bureaus, locations/place of performance.

  • Business Constraints: Set-aside preferences, contract type, ceiling/budget range, performance period, teaming interests.

  • Time Window: Posting window and due date range.

  • (Optional) Existing pipeline file location (checked first to avoid duplicate research).

What the AI Agent Does

  1. Performs Multi-Source Research:

    • Searches SAM.gov, Grants.gov, agency portals, USAspending trends, SBIR.gov, state/local eProcurement portals, and relevant industry sources.

  2. Extracts and Normalizes Opportunity Data:

    • Solicitation number, title, agency/office, NAICS, set-aside, contract type, place of performance, incumbent (if known), ceiling, key dates, attachments, Q&A status.

  3. Scores Opportunities (100-point framework):

    • Technical Fit, Competitive Position, Business Value, Win Probability, and Risk Assessment.

  4. Produces Pipeline and Deep Dives:

    • Executive summary with market themes.

    • Ranked opportunities table with filters.

    • Detailed analysis pages for top-ranked items.

    • Strategic insights and recommended actions.

Expected Output

  • File Format: HTML document (executive summary, sortable table, detailed opportunity cards, action list)

Key Outcome

A prioritized, defensible pipeline aligned with capabilities and constraints, enabling faster decisions and higher PWIN across the portfolio.

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