Alerts, CRM updates and briefs that run on their own.
Set them up once: new matches in Slack each morning, qualified bids in your CRM, a weekly brief for leadership, a review that fills in again as soon as an addendum posts.
What Automations does
Alerts worth opening
Only new work that fits, with the reason it fits, by email, Slack or Teams, on the schedule you pick.
Your CRM kept current
Qualified opportunities and agencies written into Salesforce or HubSpot, after a person approves them.
Recurring briefs
A Monday pipeline brief, a Friday list of deadlines, a monthly look at what an agency spent. Capveon writes each one for you.
You approve what leaves
Anything that sends a message or changes another system waits in a queue, with the evidence next to it, until someone approves it.
What Automations reads, and where it goes
- Reads
- Open bids, early signals and spend, each tied to the agency it’s about.
- Sends
- Salesforce, HubSpot, Slack, Microsoft Teams and email, on the schedule you pick, with a person approving every write.
Where teams use it
Find opportunities
Every bid that fits, from every agency.Read the documents
Hundreds of pages, read for you.Know the buyer
What every agency buys, spends and plans.
The other six parts of Capveon
Discover
Describe the work you want, and see every bid that fits.Signals
Hear about the work before the RFP exists.Reviews
Your bid checklist, filled in for every bid, with the page behind each answer.Pursuits
Everything for one bid, from the decision to go to the day you submit.Agencies
Know every buyer before you meet them.Ask
An AI agent you can hand work to, with a source for every answer.
Questions
Which systems can automations write to?
Today, Salesforce, HubSpot, Slack, Microsoft Teams and email. Enterprise customers can connect their own systems.
Can an automation change our CRM without us?
No. Every write waits for a person to approve it, with the evidence shown.
See every contract that fits your business.
Try it free for 7 days with your whole team, or enter your website and see the contracts that fit in about a minute.