By connecting Flowcase, you can pull relevant CVs and projects directly into Cobrief. This provides a better basis for decisions during tender evaluation and lets the agent automate the filling in of competency requirements and reference projects.
Set up the integration
An administrator sets up the integration under "Settings" â "Integrations". Find Flowcase and click "Connect". Your subscription must include access to Flowcase.
Then enter your sub-domain in Flowcase, which you can find by looking at the word in front of flowcase.com in your browser.
Then click "Fetch API key". If you are not logged in, you must log in first. You will not be navigated directly to the right place, so you can either go to the settings in Flowcase manually, or click "Fetch API key" again in Cobrief.
The API key must have the "Normal user" permission level. This lets Cobrief read CVs and reference projects and create new reference projects. Cobrief will store the data that comes from Flowcase to be able to make relevant suggestions. Finally, enter the key in the "API key" field in Cobrief and save.
When the setup is complete, you will see information about what is connected.
Connected does not mean the import is complete
Cobrief checks the API key when you save the connection. CVs and reference projects are then imported in the background. The card may therefore show "Connected" before the agent has any data to use.
The agent cannot find Flowcase data
Check the subdomain and make sure the key has the "Normal user" level. A key with insufficient permissions may be saved even though the import fails.
Check that the CVs and reference projects exist and are accessible in Flowcase.
If the card shows "New API key required", an administrator must choose "Update API key" and save the correct key.
Check your role in Cobrief. Administrators and members can use Flowcase data. A custom role needs the Work on bids permission. Contributors do not have this access.
Try again after allowing time for the background import. If the data is still missing, contact us in the chat.
Include the workspace, Flowcase subdomain, when you connected and any error message. Do not send the API key in the chat. We can investigate the import even if the card still shows "Connected".
How does the integration work?
Automatic tender evaluation
Once Flowcase data has been imported, Cobrief can suggest relevant CVs and reference projects in the tender evaluation. Suggestions require access to the feature, but continue to work when the monthly AI capacity has been used up. The feature gives you quick insight into whether the company has available resources or reference projects that match the tender.
You can open the cards to read a description of why the CV or project is considered relevant, as well as see selected keywords that the system has identified.
The agent and Flowcase
The agent has extended functionality when Flowcase is connected. It can actively search through CVs and reference projects, extract detailed information and use this data directly in the bid work.
Template filling and document production
When you ask the agent to fill in a template in a bid, it analyzes the requirements in the template. It automatically searches for employees with the right competency and finds reference projects that match the assignment. The information is filled directly into the document.
You can also ask the agent to write free text based on data from Flowcase. This is useful for generating team presentations, summaries of an employee's experience, or descriptions of the company's expertise within a specific field.
Search and chat
You can use the agent to ask questions directly against your database without starting a template fill. For example, you can ask: "Who has experience with project management in the public sector?" or "Find reference projects in the healthcare sector". The agent presents the answers with links to Flowcase, so you can easily click through to full profiles.
How the search works
The agent uses semantic search. This means it understands the meaning of the text rather than just looking for exact keywords. A search for "experience with agile methods" can therefore yield hits on candidates who describe "Scrum" or "Kanban" in their CVs. The agent prioritizes candidates whose name matches the search first, followed by semantic relevance. You always have the option to override the suggestions manually.