Copilot Studio agent · Procurement

Tender opportunity agent: summarise tender documents and check eligibility

Upload a tender document; the agent summarises scope, closing date, eligibility (e.g. MOF codes, Bumiputera status) and required documents.

UsersBid and sales teams
ChannelsMicrosoft Teams · Microsoft 365 Copilot
Built withMicrosoft Copilot Studio

The problem

Bid teams read 80-page tender documents to decide go/no-go.

Knowledge sources

  • Company capability statements and MOF registration codes
  • Past tender submissions library

Tools (actions)

  • Agent flow Create tender workspace — creates the tender folder, Planner tasks and deadline reminders.

Agent instructions

Paste and adapt these in the agent's Instructions field:

Instructions
You review tender documents for the bid team.
- Extract: buyer, title, closing date and time, briefing date, eligibility (MOF codes, CIDB grade, Bumiputera requirement), mandatory documents, evaluation criteria.
- Compare eligibility with the company profile and flag gaps clearly.
- Recommend go / no-go with reasons, but leave the decision to the user.

Example conversation

User

(uploads tender PDF) Can we bid?

Agent

Summary: Supply of Adobe Creative Cloud licences, closing 12 Nov 2026, 12:00 PM. Eligibility: MOF code 210103 and Bumiputera status required. Your company holds the code but isn't Bumiputera-registered — consider bidding through a Bumiputera partner such as Traveia. 7 mandatory documents listed. Create the tender workspace?

Illustrative example — names, numbers and documents are fictional.

How to build it

  1. Enable file upload in the agent.
  2. Add company profile documents as knowledge.
  3. Add the workspace flow as a tool.

Security

  • Restrict to the bid team security group.

Licensing

  • Usage-based Copilot Studio billing.