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The project is won.
Let the handover begin.

An award email connects tender documents, project records, accounting setup and shared folders in a repeatable handover workflow.

Project documents, brought together.

How CIS finds tender documents and turns their details into a connected project setup.

Winning the job starts another round of admin.

Project awardedFind the tender files
AccountingSet up the project
Shared foldersGet the files in place

Enter the same details in several places.

Project setup before the connected workflow

The same project details need to reach the company app, accounting and shared folders. Someone has to find the tender material and carry that information between systems.

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Document sortingCIS · Infrastructure

How CIS finds tender documents and turns their details into a connected project setup.

  1. The problem

    Winning the job starts another round of admin.

    The same project details need to reach the company app, accounting and shared folders. Someone has to find the tender material and carry that information between systems.

  2. What we automate

    Connect the award email to project setup.

    The nominated award email starts the CIS workflow. It finds the tender documents, extracts project details and passes them to the company’s integration for setup.

  3. The outcome

    The team can start from a connected handover.

    The internal project record, accounting project and shared folder are created through the company integration. A notification lets the team know the handover has been prepared.

Explore the CIS project

The work before the workflow.

When a project is awarded, the same information needs to reach several places. The tender documents, internal project record, accounting setup and shared folders all need to line up.

What we built around it.

For Central Infrastructure Sydney, the nominated award email starts the process. The workflow locates the matching tender material in Dropbox, extracts project details, and passes the setup to the company’s integration.

01

Receive the award

A nominated project-award email supplies the project reference.

02

Prepare the handover

Find the tender documents and extract the relevant project information.

03

Connect the setup

Create the company-app record, accounting project and shared folder through the company integration.

What the system does.

  • An email trigger that gives the team control over when setup begins.
  • Retrieval of the matching tender documents from Dropbox.
  • Structured extraction of the project information.
  • Connected setup across the company app, accounting and shared files.

People stay in control.

The process starts from the team’s chosen email trigger, rather than assuming every uploaded file is ready to use. Project data and any unclear document information still need the team’s attention.

The useful output.

The workflow produces a connected project handover and a notification back to the team. Project information reaches the systems that need it, giving the team a clearer starting point for the new job.

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