What platforms does Workorb support?

Workorb is available on Web App.

What are the limitations of Workorb?

No public pricing, so cost can only be established through a demo and sales conversation. The value depends entirely on the quality and completeness of a firm's historical proposal archive. Useful output is limited to AEC pursuits; teams outside that industry get little from it.

Workorb

Name: Workorb
Author: Workorb

Turns past AEC proposals into new RFP first drafts in minutes

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Screenshot of Workorb, Turns past AEC proposals into new RFP first drafts in minutes

What is Workorb?

Workorb is a content writing tool that turns past AEC proposals into new RFP first drafts in minutes. AI proposal automation for architecture, engineering and construction firms. Workorb connects to a firm's CRM, ERP and document systems, organizes past proposals, project sheets and bios, then drafts RFP responses, plans pursuits and checks compliance in the firm's own voice.

Workorb is an AI proposal automation platform built specifically for architecture, consulting engineering and construction firms. It takes the material a firm already owns, meaning prior proposals, project sheets and team bios, and turns it into a searchable knowledge base that can be drawn on when a new request for proposal arrives. The stated goal is to stop pursuit teams from starting from scratch and hunting down resumes each time a submission is due. The workflow follows a sequence of four connected stages. A Knowledge Hub connects to systems such as Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset, then agents clean and organize the imported content without manual exports or uploads. From there the AI reads an RFP, breaks down its requirements and proposes an outline, while suggesting past projects and personnel that match the work being asked for. It then synthesizes a first draft in the firm's own voice, and finally acts as an evaluator, proofreading the submission and checking it against the original requirements for gaps. Beyond drafting, Workorb handles pursuit decisions by summarizing RFP details and scoring opportunities against a firm's Go/No-Go criteria, and it produces fee letter submissions alongside proposal text. The vendor reports that most firms are live in roughly 48 hours and that a structured first draft can arrive in about 30 minutes. Governance features let marketing teams enforce approved language and templates so output stays consistent across authors. The product is aimed at proposal coordinators, business development leads and marketing teams inside AEC organizations, not general writers. That focus is its main differentiator: generic AI assistants can draft text but do not index a firm's project archive or understand RFP compliance. Firms with small bid teams and heavy submission volumes are the clearest fit. Pricing is not published, so buyers should expect a sales conversation and a demo before any numbers appear.

How do you use Workorb?

1Book a demo and scope your pursuit workflow
Start on the Workorb site and request a 15 minute demo. Use the session to walk through how your firm currently handles RFPs and which systems hold your proposal history.
2Connect your data sources through the Knowledge Hub
Link the CRM, ERP and document systems your firm already uses, such as Deltek Vantagepoint, Unanet, SharePoint or OpenAsset. No manual exports or uploads are required.
3Let the AI agents curate your archive
Once connected, agents organize and clean past proposals, project sheets and team bios into one searchable source of truth. Review the indexed content before running a live pursuit.
4Score a new RFP against your Go/No-Go criteria
Upload or paste an incoming RFP and let Workorb summarize the key information and evaluate the opportunity against your firm's scorecard before committing bid resources.
5Generate the outline and first draft
Ask the tool to break down requirements, suggest an outline and recommend matching projects and personnel. It then writes a first draft in your firm's voice for the team to refine.
6Run the compliance and quality check
Use the evaluator pass to proofread the submission and compare it against the RFP requirements. Address the flagged gaps before the proposal goes out.

Pros and cons

Pros

Built specifically for AEC proposal work rather than adapted from a general writing assistantAI
Connects to Deltek Vantagepoint, Unanet, SharePoint and OpenAsset, so existing systems feed the knowledge base without manual exportsAI
Reads an RFP, suggests an outline and surfaces matching past projects and team membersAI
Includes a compliance and proofreading pass that checks the draft against the original requirementsAI
Vendor reports onboarding in about 48 hours and a first draft in roughly 30 minutesAI

Cons

No public pricing, so cost can only be established through a demo and sales conversationAI
The value depends entirely on the quality and completeness of a firm's historical proposal archiveAI
Useful output is limited to AEC pursuits; teams outside that industry get little from itAI
Only a handful of named integrations are shown, so unusual or in-house systems may need extra setup workAI
Claims about win rate and time saved are vendor supplied and not independently verifiable from the siteAI

How much does Workorb cost?

Support

Support is handled through a contact page where firms can request a 15 minute demo and ask questions. The site also addresses common onboarding questions, including that most firms are running in about 48 hours.

Learn more

Integrations

The site names Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset as connected systems, with additional connections listed as available. Network drives, shared folders and cloud storage are unified into the same searchable knowledge base.

Features

Knowledge Hub connects to CRM, ERP and document systems and automatically cleans past proposals, project sheets and team bios into one searchable source. The AI summarizes RFPs and scores pursuits against a Go/No-Go scorecard, suggests outlines and matching project references, drafts proposals and fee letters in the firm's voice, and runs a compliance and proofreading pass against the original requirements.

Frequently asked questions about Workorb

How do you use Workorb?
The walkthrough on this page covers 6 steps: 1. Book a demo and scope your pursuit workflow 2. Connect your data sources through the Knowledge Hub 3. Let the AI agents curate your archive 4. Score a new RFP against your Go/No-Go criteria 5. Generate the outline and first draft 6. Run the compliance and quality check.
What platforms does Workorb support?
Workorb is available on Web App.
What does Workorb integrate with?
The site names Deltek Vantagepoint, Unanet CRM, SharePoint and OpenAsset as connected systems, with additional connections listed as available. Network drives, shared folders and cloud storage are unified into the same searchable knowledge base.
What are the limitations of Workorb?
No public pricing, so cost can only be established through a demo and sales conversation. The value depends entirely on the quality and completeness of a firm's historical proposal archive. Useful output is limited to AEC pursuits; teams outside that industry get little from it.