Hi Leaders,

So here's what we've got for the automation process:

1. NEW BID REQUEST (Government or Regular BID) 

 GOOGLE FORM LINK: https://forms.gle/zoV355SoiSwTgNNP6
 This is the stage wherein we are able to identify a bid that we would like to work on.
 The Google Form will be filled out by Jennifer to include all the necessary
information being asked by the form.
 Once the form has been submitted, it will automatically create and send a notification
to SLACK (similar to SKYPE) informing the PROCUREMENT TEAM that we have
a new bid to submit.
 It will also automatically create an issue in JIRA (similar to Trello) wherein it is
subdivided into different phases (ACTIVE BID, IN-PROGRESS, AND
COMPLETED)
 For each bid request, the Project Coordinator sends a blast out to potential vendors
 Emails will contain a link to a VENDOR PROPOSAL FORM
 We can create a custom form for each campaign and associate each form template
with a custom automation that can provide information to the Jira ticket relating to the
bid request
 Please see screenshot below for the NEW CLIENT BID REQUEST process:
2. VENDOR BID PROPOSAL
 GOOGLE FORM LINK: https://forms.gle/hpE53MANruQTsfut6
 An email will be sent to all our partnered facilities (NATIONAL AND REGIONAL)
informing them about the new bid request. The email contains the PDF detailing what
the bid is all about and it also has the Google Form for them to submit their proposal.
 If a certain facility responds to the email and submit a form, all members of the
PROCUREMENT TEAM in Slack will be notified and the original ticket in JIRA
will be updated with all the responses that we will receive from the facilities.
 Also, it will automatically create a note for the contact information in HighRise.
 Once we have all the required facilities, we will now be sending an email to the client
to submit the bid.
 Please see screenshot below for the NEW VENDOR BID PROPOSAL process:
Please let me know if there’s anything that you would like to add and modify.