Workflow Automation Module

Your daily loop on autopilot: screening, alerts, to-dos, digests

Nightly AI tender screening with cost guardrails, saved-search alerts, deadline and change to-dos, work reminders, and email digests — set up in minutes.

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The intelligence arrives — you don't fetch it

SalesDots automates the daily loop, not busywork theater: every night the platform screens new opportunities against your business, generates to-dos from real changes and deadlines, and delivers alerts and digests on your schedule. No workflow-builder homework — opinionated automations you switch on.

1

Screening While You Sleep

Your screening profiles run on schedule against incoming tenders, producing Pursue / Watch / Skip verdicts with the reasoning spelled out — under hard cost guardrails, so automation never becomes a surprise bill.

2

To-Dos From Reality

New matches, changes on tracked tenders, and approaching deadlines become to-dos automatically — generated from the data, not typed in by hand.

3

Alerts on Your Terms

Saved-search alerts, delegated-work reminders, and a daily digest at the hour you choose — each toggle per user, so the team isn't spammed into filtering you out.

Automation you configure in minutes

AI Screening Profiles

Describe your business once — templates included — and every new tender gets a verdict with visible reasoning. Skips always cite the rule that cut them.

Saved-Search Alerts

Turn any search into a standing alert; hits deduplicate, and you review them on your schedule.

Deadline & Change To-Dos

Approaching deadlines and changes on tracked tenders generate to-dos automatically — the daily loop starts full, not empty.

Work Reminders & Daily Digest

Delegated work triggers reminder emails; a daily digest arrives at your chosen hour, per-user configurable.

One-Click AI Tasks

Generate strategic tasks from a deal's qualification gaps on demand — the analysis is automated, the decision stays yours.

CRM & Email Sync

HubSpot and Gmail connections sync continuously in the background, with webhook processing on a steady schedule.

Switch it on, then review the results

1

Configure Once

Set up screening profiles, alerts, and notification preferences — minutes each, templates provided.

2

The Schedule Runs

Screening, alert scans, to-do generation, reminders, and digests execute on their cadence — with cost guardrails on anything that spends.

3

Review & Act

You arrive to screened verdicts, fresh to-dos, and a digest — the judgment calls remain human.

Key Benefits

Nightly screening with explainable verdicts
Hard cost guardrails on every AI automation
To-dos generated from deadlines and real changes
Alerts deduplicate — no repeat noise
Digest hour and toggles set per user
Skipped opportunities always cite the reason
CRM and email sync run themselves
Setup in minutes, from templates

Frequently Asked Questions

Do I have to build workflows?

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No. There's no flowchart canvas to maintain. SalesDots ships opinionated automations — screening, alerts, to-dos, reminders, digests, sync — that you configure with a few fields and switch on. Most teams are running within minutes.

What runs automatically?

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On schedule: AI screening of new tenders against your profiles, saved-search alert scans, to-do generation for new matches, changes, and deadlines, delegated-work reminders, daily digests at your chosen hour, and continuous CRM/email sync.

How do you keep AI automation costs under control?

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Hard guardrails, not good intentions: scheduled screening caps how many candidates it will assess per run, refuses profiles that are too broad, and every AI call is metered. An automation can't quietly run up a bill.

Does it send automated emails to my prospects?

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No — deliberately. SalesDots automates intelligence delivery to your team: alerts, reminders, and digests to you. It does not send sequences or drip campaigns to your prospects in your name.

Can each person tune their notifications?

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Yes. Alert toggles and the digest hour are per-user settings — one person's firehose preference doesn't become the whole team's inbox problem.

Ready to transform your sales process?

Join the waitlist and be among the first to experience Workflow Automation.

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