AI bid-automation for digital agency
Replaces 15+ hours/week of manual project screening with autonomous Claude-driven workflow.
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
- Sector: B2B SaaS / ISVs
- Service lines: Agents · Build
- Client: Mid-market digital agency (anonymized)
Win rate jumped 8 points the first month. Response time was the unlock — we just got faster than every competitor.
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Scope a similar engagement.
A 30-min call: walk through your situation, get a fixed-price SOW within 24 hours. Tell us "I want what CS-02 did" and we'll calibrate to your specifics.
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