Workorb AI
Workorb AI automates proposals and business development for AEC firms by cleaning, organizing, and making data AI-ready with secure, compliant workflows.
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Key Features
Proposal Automation
Automates drafting and evaluation of proposals to meet RFP requirements.
Knowledge Management
AI-powered cleaning and categorization of firm data across systems.
RFP Compliance
Ensures proposals comply with client requirements and avoid errors.
Secure Data Handling
Implements strict data security and privacy protocols with audits.
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Why Choose Workorb AI
Automated Proposals:
Generates first drafts of proposals and fee letters quickly and accurately.Data Integration:
Connects multiple native applications with one-click for seamless data flow.Security Compliance:
Maintains SOC 2 Type 2 and ISO 27001 certifications for data privacy.
Pricing
Pricing details are available upon contact. Visit the pricing page for more information.
About Workorb AI
Workorb AI automates proposals and business development for AEC firms by cleaning, organizing, and making data AI-ready with secure, compliant workflows.
What Workorb AI Does
Workorb AI automates the cleaning, organizing, and AI-readiness of firm data, enabling faster and more accurate proposal generation and business development. It helps firms leverage past work and improve sales outcomes.
The platform uses AI agents to identify, categorize, and prioritize firm knowledge across multiple systems, including proposals, marketing documents, project sheets, and resumes. It integrates with native applications such as email, chat, CRM systems like Salesforce and HubSpot, and file tools like Dropbox and Zendesk, streamlining data relationships and workflows.
Workorb AI is especially useful for architecture, consulting engineering, and construction companies aiming to automate proposal drafting, ensure RFP compliance, and centralize firm knowledge for easy access and better decision-making.
Pros & Cons
Efficient Workflow
Reduces manual data entry and speeds up proposal creation.
Robust Security
SOC 2 Type 2 and ISO 27001 certifications ensure data protection.
Pricing Transparency
Pricing is not publicly disclosed and requires direct contact.
Industry Focus
Primarily tailored for AEC firms, limiting broader industry use.
Frequently Asked Questions
It uses AI agents to identify and categorize documents, prioritizing accurate and updated information automatically.
It evaluates proposals to ensure they meet RFP requirements and avoid costly mistakes.
Yes, it is SOC 2 Type 2 compliant and ISO 27001 certified, ensuring data ownership and privacy.
It connects with email, chat, CRM systems like Salesforce and HubSpot, Dropbox, Zendesk, and more.
Yes, you can book a demo via the Workorb website to explore its features.
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