Capture Workflows

Open New Chat to use Capture Workflows for opportunity discovery, bid/no-bid decisions, incumbent and competitor research, teaming, or pipeline work. Include the opportunity or pursuit link and your company context. If you need a broad market assessment or a Deep Dive on one record first, use Market Intelligence.

Start from the Capture tab

Select Capture in New Chat. Your pursuits lists up to five active pursuits you own, with the most recently updated first. Select a pursuit to open it, or use View all to browse your active pursuits. When none are available, the panel introduces the capture workflow.

Recommended for you shows up to three suggestions related to your capture work. Choose Start chat to begin the selected work with its relevant records and skill, or Set up to prepare a recurring automation. Review the proposed task, scope and editable schedule before creating it. A suggestion does not itself change records, send outreach or activate an automation.

General starters include Review a pursuit, Organize a pipeline, and Monitor a pipeline. Get started appears when there are no personalized suggestions. Use the feedback controls when a suggestion is helpful or does not fit your work.

The Capture workflows cards offer Create my pipeline, Review my pipeline, Conduct bid/no-bid review, and Likely bidders. These are shortcuts into the broader workflows below. A starter may ask you to identify the target or supply missing company context.

Normal GovTribe AI access and credit requirements apply. A credit blocker shows Capture workflows require credits to use; you can still view and open your pursuits.

Tailor this workflow to your market

Include details that change the decision: buyer, geography, work type, delivery capacity, intended prime or subcontractor role, relevant experience and known qualifications. For example, construction may depend on bonding and site conditions; supply work on approved sources and delivery; digital work on platform access and transition; services on staffing and credentials.

A qualification matters when the buyer requires it. A requirement alone does not mean your company lacks it, and an unchecked qualification is different from a confirmed gap. Give the actual bidding entity and any known date by which a condition must be met.

Relevant opportunities

Find open contracts, grants and forecasts that fit your company's work, buyers, geography, qualifications and access. GovTribe AI can use award experience, supplied capability material and existing pursuits to explain promising matches and gaps. Open bids and forecasts have different timing and readiness, so keep them distinct when deciding where to invest capture time.

For an empty pipeline, describe its market and your capabilities. For an established pipeline, name it so the search can account for current pursuits, missed opportunities and prior outcomes. Finding candidates does not add them to the pipeline; request the additions you want through Manage Pipelines and Pursuits.

Recurring checks and saved searches

Relevant Opportunities also covers saving a useful search or refining an existing one. Name the search and requested email cadence: Instant, Daily, Weekly, or Never. Reusing an equivalent search avoids duplicate alerts.

Saved-search emails report matching records. Recurring AI analysis is a separate task configured through Automations, where you can specify the review and schedule. A newly found opportunity can become a bid/no-bid review; preparing a response or outline belongs to Proposal Workflows.

Conduct bid/no-bid review

Use this workflow for a specific opportunity or pursuit. It compares buyer requirements with your ability to compete and deliver, then considers the competition, proposal effort, economics and strategic value. The recommendation may be to bid, partner, subcontract, monitor or decline. A formal numerical score is unnecessary unless it is part of your team's decision process.

This fictional example supplies the facts needed for a bounded recommendation:

Help us choose a bidding entity for a standalone federal IT-support procurement. We operate two separate legal companies, Quartz Systems and Quartz Federal. Both have the relevant experience, staffing and delivery capacity for the stated work.

The solicitation excerpt says: "The contractor shall hold a Secret facility clearance for work under this contract." Quartz Systems' current company record confirms that it holds the required Secret facility clearance. Quartz Federal's clearance status has not been checked. We have no confirmed teaming arrangement. The excerpts do not include the response schedule or specify when the clearance condition must be satisfied.

Which entity should we prioritize as prime from the facts we have, what can we conclude about the other option, and what should we do next?

Quartz Systems has the confirmed qualification in this example. Quartz Federal remains an option to verify, rather than a company known to be unqualified. For your own review, replace the fictional facts with the actual entity records and solicitation requirements.

Find incumbent for a federal contract opportunity

Trace the contract or order performing the work. A linked notice, predecessor record or closely matched performing order is more useful than a broad keyword match. A parent IDV or contract vehicle alone does not identify the incumbent for a particular requirement.

Provide the opportunity link or solicitation number and any known predecessor. The result can explain which company is supported as incumbent, how the records connect and what remains unresolved.

Likely bidders

Research companies with relevant buyer history, comparable work, access and participation signals. A capable company is a potential bidder; capability alone does not show that it intends to bid. For work competed under a vehicle, the required pool and current ordering access matter.

The same research can find complementary teaming candidates. Describe the workshare or gap a partner would cover, then use Past Performance Match to assess its relevant experience.

Conduct black-hat review

Explore serious competitors' strongest plausible approaches and how your team should respond. The review compares experience, solution, staffing, transition, partners and price implications against the buyer's actual evaluation factors. Documented competitor plans and inferred strategies remain distinct.

A focused question can cover only the competitor or factor you need. Under a lowest-price technically acceptable evaluation, the comparison centers on acceptability and evaluated price rather than assuming extra features earn a premium.

Past performance match

Select projects that support a specific requirement, buyer or proposed workshare. Compare scope, scale, complexity, dates, environment and documented results. Identify the performing company and its actual prime, subcontractor or recipient role; parent, affiliate and personnel experience may be subject to different buyer rules.

An award shows work awarded. Evaluations, customer references and supported outcomes help establish how it was performed. Partial matches can still be useful when their limits and the remaining coverage are clear.

Federal buyer expansion plan

Build a growth plan for a company and a particular federal buyer office or program. Combine the buyer's mission and buying history with upcoming work, access routes, relevant contacts and your demonstrated capabilities.

The useful result is a prioritized set of expansion areas and next actions. Requested budget funding is different from enacted resources or a planned procurement; Market Intelligence covers targeted budget research using official sources obtained as needed.

Manage pipelines and pursuits

Use this workflow to create or organize pipelines, pursuits, stages and capture tasks. It brings pipeline setup and ongoing maintenance together; opportunity discovery for seeding or expanding a pipeline stays in Relevant opportunities.

Keep one pipeline for a team or capture process unless the work needs a different process. A practical structure uses Qualification, Capture, Proposal and Submitted as user stages; Triage, Won, Lost and Abandoned are automatic stages. Existing useful pipelines and stages can be retained.

A pursuit should explain the buyer's need, fit, intended role, key dates, value basis and next action. Estimate your expected workshare rather than copying a vehicle ceiling as revenue. A forecast and its later solicitation can belong to the same pursuit.

Ask for the specific record changes you want after a review. Pursuit owner changes and additional related records use the pursuit page; task completion uses Tasks. Deleting a pipeline or stage also removes contained pursuits, so move work you need to retain first.

Review my pipeline

Review progress against the procurement and the work expected at each stage. Useful findings include unfinished overdue tasks, missing next actions, stale source dates, weak estimates, duplicate work and relevant opportunities missing from the pipeline.

A recent edit does not by itself establish progress. An elapsed deadline does not establish a win or loss. Confirm outcomes and retain the reasons for won, lost or abandoned pursuits so they can inform future qualification.

Conduct price-to-win review

Apply completed pricing analysis to a pursuit decision: whether to compete, revise the delivery approach or price, partner, or stop investing. Compare the supported price evidence with your delivery economics and the benefits the buyer evaluates.

Pricing Data owns rate, staffing, comparable-price and price-to-win research. Capture uses those findings to explain competitive position and the next pursuit action. Thin pricing evidence can still support a useful discussion of the gaps without producing an invented target price.

Team on an opportunity

Use GovTribe teaming interests, match requests and conversations when you want to take a teaming action. Company discovery and workshare assessment remain in Likely bidders and Past performance match.

Describe whether you are seeking a prime or subcontractor role, relevant experience and intended workshare. Researching a potential partner does not create an interest or send it a message. Ask for those specific actions when you are ready. Review match effects carefully: accepting a match reveals company identity and declines the subcontractor interest's other pending matches.

GAO bid protest evidence

Research public GAO proceedings relevant to a federal procurement, company, agency or evaluation issue. Read the decision and related proceedings before applying its findings to your pursuit. An allegation is different from GAO's finding, and a decision in another competition does not establish the outcome here.

Files and other assistants

Use File templates for GovTribe template masters and revision guidance, and GovCon Writing for narrative drafting. Creating or editing the actual file depends on the assistant's native file capabilities and access to the original.

For creating or revising a file in Claude or ChatGPT, see File templates for source-file and native authoring requirements.

Related articles

• GovCon workflows with GovTribe AI: Choose the workflow family for the work you need.
• Market Intelligence: Research buyers, markets, early demand and a Deep Dive on one record.
• Pricing Data: Research staffing, costs, comparable prices and pricing models.
• Proposal Workflows: Interpret solicitation requirements and prepare a requested response.
• File templates: Choose a master or revise a selected working file.