1.Monitors new inbox email
Integrate Microsoft Outlook and email filtering to detect bid related messages and start parsing bid content.
Create structured bid records from incoming project emails
Automatically detect bid related emails across Microsoft Outlook inboxes. Parse email content with AI and create searchable bid records in Zapier Tablesβso you can extract project details, map contacts, and log due dates without manual data entry.
How this automation creates structured bid records
When a new bid related email arrives, unstructured details slow down estimating and sourcing. This automation parses email content and creates bid records in Zapier Tablesβso your team can access bids faster.
Microsoft Outlookor swap with your favorite app
2.Parses email into fields
Integrate AI by Zapier, email parsing tools, and form extraction to return structured bid details for mapping.
AI by Zapieror swap with your favorite app
3.Creates record in bids table
Integrate Zapier Tables and database tables to create a bids record and store structured project data.
Zapier Tablesor swap with your favorite app
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Accelerate project bid response with automated bid intake, deadline tracking, and proposal routing
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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