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Activate the Google Sheets add-on:

The main Tender AI function can take place using Google Sheets. To activate it, follow these steps:

1. Create a new Google sheet and share it with your desired employees.
2. In the upper navigation bar, click Extensions > Add-ons > Get add-ons.
3. In the search bar, look for TenderAI, then install it. Alternatively, you can install it from this link.
4. Once installed, launch the app from the Extensions tab.

The TenderAI side menu will now appear, and you can move to the next step.

Once login details are received through email, the next step is to create a custom knowledge base. This base will be used to answer the questions you'll be trying to answer. It should be as comprehensive, accurate, and most importantly, up-to-date as possible.

We recommend uploading files that describe the business' general details, previously filled tenders or RFPs, any publicly available information about the business, and any topic-related document.

The formats supported so far are: .docx, .pdf, .pptx, .xlsx, .txt, .csv.

Here's the step-by-step breakdown:

1. From the side menu, click on Knowledge Base.
2. Use your credentials to log in.
3. Navigate to the Knowledge Base tab.
4. Click on Choose Files, and choose the corresponding files.
5. Click Upload.
6. A new button should appear at the bottom of the page called "Update Knowledge Base". Click it.

The new knowledge base is now created. You can upload more files and change the current selection at any point. Make sure to click Update Knowledge Base every time you make changes.

Alternatively to creating a knowledge base from your own files, you can simply pull the files from Notion.

We recommend pulling pages that describe the business' general details, previously filled tenders or RFPs, any publicly available information about the business, and any topic-related document.

To pull from Notion, you need to have access to the Notion API. Once you have access, you can watch the video below and follow the instructions:

Your API Key is used to link your knowledge base to the Google Sheet add-on. To create and activate your API Key, follow these steps:

1. Navigate to the Settings tab.
2. Click on "Generate API Key".
3. Click "Copy Key" to copy the generated API Key.
4. Open your Google Sheet.
5. In the TenderAI side menu, click on the Access Token button to enter your API Key.
6. Paste your API Key and click confirm.

Once you've completed these steps, your app is ready to go!

The TenderAI webapp offers several key functionalities:

Here's a quick overview of how the Tender AI app works. If you need more assistance on particular topics, we have more detailed explanations below. If something still isn't clear, feel free to reach out to us.

Option 1: Through the Google Sheets Add-on

To generate answers, simply paste questions in the Google sheet document.

In the adjacent cell, use the following formula: =tenderai(question_cell). An answer will be generated promptly.

The formula can be extended to =TenderAI(question_cell, Short, PreOrder)

• Short is a boolean (true, false) and by default is false. If you specify it as "true" then the response returned will be a short statement without explanations.
• PreOrder is a boolean (true, false) and by default is true. PreOrder ensures that the Addon doesn't run into a timeout when waiting for the answer. Instead it just submits the question to the AI and with the next refresh the answer is retrieved.

Option 2: Through the Web App

To generate answers through the web app, navigate to the "Question Extraction" section in the app.

Click Create Case, or load one of your previous cases.

Here, you can either upload a file where current questions will be extracted, or enter your question in the provided input field and click "Process Question".

If you want to generate answers for all the questions uploaded, scroll down and click "Generate Answers".

The generated answer will be displayed below the input field. You can copy the answer or use it as needed.

The "Generate Action" button provides step-by-step recommendations when an answer is not found. It guides users through the best possible actions to take, ensuring they can proceed effectively even without an immediate answer.

Once answers are generated and further operations are called for, like translating or editing, the Fixate Values button allows users to move from formulas to text-based values in the cells. The text now can be copied, and worked on further.

The sources are generated with the answers to provide another measure of confidence for users, and a means of verification. Once the answers are approved, all sources can be removed through the button to protect the information.

This button allows users to fixate the existing answers, and pull all the finished pre-ordered answers.

To update your knowledge base, follow these steps:

1. Navigate to the Knowledge Base tab.
2. Upload new files or remove existing ones.
3. Click "Update Knowledge Base" to save your changes.

Yes, you can use Tender AI for multiple projects. Each project will have its own case, and the knowledge base will be shared across all cases.

If you encounter any issues or have questions, you can reach out to our support team through the contact form on this page.