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By Yoki and 4 others5 authors53 articles
- 🔍 Customise filtering for your companyChoose CPV codes, keywords and buyers to improve your tender search.
- 🗂️ Use Your Own Filters in CobriefHow to filter tenders, market insight and tasks – and save your own filters.
- 🏆 Follow result notices in CobriefSee who won, contract values and cancellations – right in your tender search.
- 🔒 Upload Private Tenders in CobriefUse Cobrief to evaluate and write private tenders in addition to the public ones.
- 🕵️♀️ Fine-tune your tender search with relevance scoresUse relevance scores to keep improving your search.
- 🔐 How do I download the competition basis?How to download tender documents from the buyer's portal and upload them to Cobrief.
- 📖 Add your own assessment criteria in CobriefSee how to add your own assessment criteria and tailor them to get the best possible answers.
- 🌊 Use Cobrief with FlowcaseLearn how to connect Flowcase to Cobrief to evaluate tenders faster.
- Download the Competition Basis From MercellHow to download documents from Mercell when they are missing in Cobrief.
- Get the Competition Basis From EU-SupplyHow to download documents from EU-Supply when they are missing in Cobrief.
- Download the Competition Basis From IvaluaHere we show you how to download it from Ivalua.
- Get the Competition Basis From TendSignHow to download documents from TendSign when they are missing in Cobrief.
- 📖 Evaluate tenders with CobriefLearn how to use the brief, procurement documents, and tasks to assess a tender.
- 📊Fill Out Price Form with AILearn how to upload product sheets and fill out the price form automatically in Cobrief.
- Restore documents and previous versionsRecover text that has changed or bring back a deleted text document.
- 📝 Fill out templates in CobriefSee how to use Cobrief to fill out the buyer's templates.
- 🏎️ Write Efficiently With Keyboard Shortcuts in CobriefFind your way with the command palette, open the AI agent and use keyboard shortcuts when writing bids.
- ✅ What are tasks in Cobrief?How to use tasks across tenders and in the bid room.
- ✍️ Write a Bid with CobriefLearn how to effectively prepare a bid with Cobrief
- 🚚 Price Sheet FillingLet Cobrief AI fill out price sheets automatically for you
- 🔔 Set up tender alertsSet up email alerts, Slack/Teams alerts and saved searches for new tenders.
- 🌍 How to get tenders from other European countriesAdd Sweden, Denmark and other EU countries to your tender alerts, and follow public tenders from across Europe.
- Why am I not receiving tender alerts?Check the alert type, recipients and search profile when email alerts do not arrive.
- 📧 Get notifications directly in Microsoft TeamsSee how you connect your Teams account to Cobrief to get notified about new bids directly in Teams
- 🇪🇺 Overview of tender alertsHere you can see which tenders Cobrief sends alerts about.
- 📧 Is there a maximum limit on the number of competitions I get notified about in one email?
- Set up your workspace’s tender alertsA short introduction to workspace tender alerts by email, in Slack and in Teams.
Library and AI
Learn how to use the knowledge base, AI instructions and skills, and how to connect the agent to SharePoint and other work tools.
- 📚What Is the Knowledge Base?Let Cobrief generate strong bid texts by filling the knowledge base with content.
- 📁 Connect Cobrief to SharePoint and OneDriveGive the AI agent access to search and read your documents in SharePoint and OneDrive with your own permissions.
- ✨What are skills?Teach the agent your workflow once, so the team never has to explain it again.
- ✅ AI InstructionsGive Cobrief AI standing instructions about your company, your strengths, and your writing style
Integrations
How to connect the AI agent to Linear, Notion, Jira, HubSpot and other tools.
- 🔌 Connect the agent to HubSpotLet the AI agent look up customers, contacts and deals in HubSpot.
- 🔌 Connect the agent to AgiledayHow an administrator sets up Agileday, and how each user connects.
- 🔌 Connect the agent to Atlassian (Jira and Confluence)One Atlassian connector gives the AI agent access to both Jira issues and Confluence pages.
- 🔌 Connect the agent to GitHubLet the AI agent look up code, issues and pull requests in GitHub.
- 🔌 Connect the agent to LinearLet the AI agent find, summarise and update issues in Linear.
- 🔌 Connect the agent to NotionLet the AI agent look things up in, summarise and write to your Notion pages.
- 🔌 Connect the agent to VantaPull security and compliance documentation from Vanta while you answer tenders.
- 👋🏼 Invite Your CoworkersLet more colleagues receive notifications about new tenders, and collaborate on evaluating and writing bids.
- 🔔 Activity notificationsGet notified when a coworker assigns you a task or sub-task, makes you the owner of or a participant on a procurement, or mentions you in a comment.
- 🏷️ Customize pipeline statusesCreate your own statuses that match the way you work, and control how procurements move through the pipeline.
- 🏅 Register results and upload award decision lettersRegister the outcome when a competition is decided, keep the award decision letter in one place, and get an overview of won and lost tenders.
- 🔍 Loss analysis: learn from the bids you didn't winKeep the award decision letter, request access to the winning bid, register the reason for the loss, and find the patterns in what you lose on.
- 🎛️ Custom roles in CobriefBuild your own roles with exactly the permissions you need, instead of choosing between Administrator, Member and Contributor.
- 📅 Use the calendar and export deadlinesFind important dates for saved tenders and add individual deadlines to your own calendar.
- 💬 Comments and activity on tendersShare clarifications with colleagues and see when a tender has changed status.
- 🏢 Create and switch workspacesSee what workspaces share, how to switch between them and how to connect several to one subscription.
- 🤝 How to choose the right Cobrief planFind the right Cobrief plan for tender alerts, AI capacity, market insight and collaboration.
- 👨⚖️ Roles and Permissions in CobriefWhich permissions and roles you have in Cobrief
- 📑 Manage Your Cobrief SubscriptionOrdering, changing and cancelling
- 🗑️ Delete your account or remove a user from a workspaceThe difference between removing access to one workspace and requesting deletion of your entire account.
- 🔄 How is the number of bids in the subscription counted?