Bring in bid invites automatically

The fastest way to fill your board is to forward invites to your bids address and let Tidy file them.

#Before you start

• Your teammates need Tidy accounts with their work email, so Tidy knows the forwards come from your company.
• The New Bid Creation plugin must be on. Admins can check it in Agent mode under Skills & Plugins > Plugins.

#Forward one invite

1. Open a bid invite in your email.
2. Forward it, with its attachments, to bids@tidy.automatedconstruction.io.
3. Wait for the confirmation reply.
4. Open Opportunities > Undecided. The new opportunity is there, with the client, due date and files filled in.

#Forward them all automatically

Make an email rule so you never forward by hand.

Gmail

1. In Gmail settings, open Forwarding and POP/IMAP and add bids@tidy.automatedconstruction.io as a forwarding address. Confirm it if Gmail asks.
2. Open Filters and Blocked Addresses and create a filter for invites, for example from your bid networks' addresses or with "Invitation to Bid" in the subject.
3. Choose Forward it to your bids address.

Outlook

1. Open Settings > Mail > Rules and add a new rule.
2. Set the condition, such as the sender or words in the subject.
3. Choose Forward to and enter your bids address.

#Paste an invite instead

1. On Opportunities, click + Opportunity and open Add With Agent.
2. Paste the email and add any files.
3. Click Create with agent, check the fields and click Confirm & Create bid.

#Ask the agent

In Agent mode, attach the invite (an .eml or .msg file, a PDF or a screenshot) and say "Create an opportunity from this." The agent shows you every field to confirm before it saves.

#If something goes wrong

#Related

• Bring in bid invites (feature)
• Assign and claim bids