Opportunity Radar
A Salesforce app powered by an AI research agent for utility transmission and distribution intelligence.
An AI research analyst for your commercial team. See how scattered public signals become prioritised briefs in Salesforce, with sources, changes and next steps together.
The map illustrates the proposed workflow, not live activity. The current demo runs Update on request. The project shown in this atlas is fictional.
One AI research agent has three capabilities: Scan, Brief and Update. It reads unstructured public pages, extracts structured project facts, connects evidence and explains commercial relevance. Defined rules combine importance and deadline urgency into Priority; the agent provides the supporting rationale.
Public sources
Public plans and procurement notices reveal demand, often before a tender is issued.
Set the scope around your operating areas and services. The intended monitoring searches relevant public material within approved source boundaries: utility capital plans, interconnection queues, integrated resource plans, tenders and addenda.
Scan
The agent finds relevant signals and turns source material into structured project findings.
Scan extracts the buyer, location, work package, dates and requirements from relevant public sources. It connects related findings to the same project and retains the supporting passages. Conflicts and missing facts stay visible.
Brief
The agent connects the findings into a brief that explains the work, its relevance and what needs attention.
The brief separates published facts from interpretation, explains possible company relevance and identifies unanswered questions. Defined importance and deadline-urgency rules set Priority; the agent explains the rationale.
Update
The agent revisits an existing brief when a schedule, rule or question calls for another check.
Your team can supply context such as “Does this addendum change the civil scope?” The agent checks approved sources, compares the evidence with the prior brief and explains the changes or unresolved gaps. This returns the research to you for review.
Review in Salesforce
Read the brief in Salesforce, inspect its evidence and ask the agent to investigate a question if needed.
Ask for further research or clarification, record an assessment if useful, and choose whether to investigate, pursue or keep watching. Sign-off applies to creating and assigning commercial work; reading a finding does not commit you to a pursuit. The animated decision is an example.
Assign work in Salesforce
Create and assign a Salesforce Task or Opportunity with the research already attached.
An Account is the issuing or customer organisation. A Market Initiative holds the project brief; Market Signals hold the supporting observations. A Task assigns an investigation or follow-up; an Opportunity records a pursuit. Each keeps the research context used at handoff.
Wider sales process
Your team takes the work through investigation, estimating and the sales process.
Business development owns relationships and qualification; estimating or engineering colleagues investigate the requirements. The sales team manages proposals, negotiation and contracts. The agent keeps the underlying research available for subsequent decisions.
Riverbend 115 kV upgrade
FICTIONAL EXAMPLE · NOT A LIVE RECORD
A planned 115 kV transmission line and substation bay, with a new change to the civil access works.
Why this matters
The mandatory site visit is a gate to bid participation. The access-road change may affect the civil estimate; the published detail is not yet sufficient to price it.
Confirm the site-visit deadline and clarify civil scope before committing estimating time.
- Capital plan: A utility plan identifies a new 115 kV line and substation bay.
- Tender requirement: The tender requires a pre-bid site visit before submission.
- Scope addendum: An addendum changes the access-road and civil-work scope.
- Open question: What does the revised access-road package include?
- Human next step: Assign an estimating lead to investigate.
- Sources & history: Capital plan · tender · addendum. Each finding keeps its source link, passage and capture date; earlier briefs remain available.
- You ask: Does the access-road change affect our estimate?
- The agent checks: Rechecks the addendum, explains what changed and cites the evidence.
- You decide: Create and assign an investigation Task in Salesforce.
Build a brief
- Set scope around operating areas and services
- The agent turns public text into structured findings
- The agent connects evidence and explains what needs attention
- Your team reviews the brief and rationale in Salesforce
- A person creates a Task or Opportunity and assigns an owner
- Continue through the sales process
Update a brief
- A schedule, rule or team question triggers an Update
- The agent rechecks sources for changes and conflicts
- Compare with the existing brief; identify change or no change
- The agent explains the changes and retains the previous brief
- Your team reviews the update and decides the next step
Ask the agent
- Your team asks: does the addendum change the civil scope?
- The question gives the agent a focused Update task
- The agent checks the addendum and its supporting sources
- Compare the evidence and identify what remains uncertain
- Return an updated brief with findings and a short rationale
- Your team reviews the answer and chooses the next step
Investigate
- Identify what needs investigation
- Choose to investigate
- Assign a Task
- Continue with investigation or estimating work
Pursue
- Review the project scope and evidence
- Decide whether to pursue the work
- Create an Opportunity
- Continue to proposal and potential contract
Keep watching
- Read the latest brief
- Choose to keep watching
- Revisit at the next daily cycle
Read the complete text atlas