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AI bid-automation for digital agency

Replaces 15+ hours/week of manual project screening with autonomous Claude-driven workflow.

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CASE FILE · CS-02 SHIPPED
“Win rate jumped 8 points the first month. Response time was the unlock — we just got faster than every competitor.”
Win-rate increase (23% → 31%)+8 pts
ClientMid-market digital agency
SectorB2B SaaS / ISVs
Service linesAgents · Build
Window3 weeks fixed
READ THE FILE ↓

Challenge

The agency processed 200+ inbound project applications per week manually — 15+ management hours per week consumed on screening, with response times of 4–6 hours leading to missed bids. Decisions were inconsistent across multiple platforms and there was no audit trail of why a project was won, lost, or skipped.

Solution

An n8n-orchestrated workflow with Claude as the reasoning layer and Monday.com for state. Each inbound project is auto-screened against budget, complexity, ROI, and historical win-rate by category. Three actions are taken automatically: auto-apply (high fit), estimate-required (medium fit), or auto-decline (poor fit). Custom data normalization pipeline handles platform-specific input formats.

Engagement

Workflow analytics dashboard
CASE FILE · CS-02 · AI BID-AUTOMATION FOR DIGITAL AGENCY
Replaces 15+ hours/week of manual project screening with autonomous Claude-driven workflow.
ENGAGEMENT TIMELINE · 3 WEEKS FIXED

Every engagement runs through the same five gates of the FORGE method. Here’s how this case ran.

W0 · FRAME
Project-scoring rubric, historical win-rate analysis, decline-criteria thresholds, output-action design.
W1 · OUTLINE
n8n workflow design, Claude prompt structure, Monday.com state model, platform-specific input adapters.
W2 · REBUILD
Workflow build, A/B test against manual baseline, decision-audit-log surface in Monday.
W3 · GOVERN+ENGAGE
Cutover, response-time monitoring, prompt-version pinning, weekly KPI review for first month.
RESULTS · KEY METRICS
95%
Faster response time (4 hr → 15 min)
+8 pts
Win rate increase (23% → 31%)
$45K/mo
Additional monthly revenue from higher win rate
15 hr/wk
Management hours reclaimed for higher-leverage work
500+
Weekly applications now handled by infrastructure (was 200)
STACK · CS-02SHIPPED
SectorB2B SaaS / ISVs
ServicesAgents · Build
ClientMid-market digital agency (anonymized)
n8n Claude (Anthropic) Monday.com API Webhooks Custom data-normalization pipeline
Client voice
Win rate jumped 8 points the first month. Response time was the unlock — we just got faster than every competitor.
COO · Mid-market digital agency
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