Add AI-matched reference projects to the request record
Add AI-matched reference projects to the request record
Your reference submissions often lack vetted example sites, forcing manual searches and delaying proposals. It finds and records matching projects so you can share examples with prospects same day.
Overview
Reference lookups are eating your team's time and slowing proposals; this flow finds matching past projects and writes them into the original request so staff don't hunt for examples. Your program coordinators and sellers can reply with curated case studies same day, reducing pitch prep friction.