Agileday and Cobrief: tender responses built on live delivery data

For a consulting firm, the answers are the product: the people and their expertise are what the firm sells, to private and public clients alike. The Agileday and Cobrief integration puts those answers inside the tool where the bid is written.

Cobrief is a bid management tool that gathers the entire tender process in one place. It notifies you about every relevant tender and cuts the time it takes to evaluate and respond.

Agileday holds the delivery truth of a consultancy: competences, CVs, allocations, and project history.

Until now, bid teams moved between the two by hand. They chased CVs from colleagues, checked availability in spreadsheets, and copied references from old proposals. With the integration, Cobrief AI reads that data directly from Agileday throughout the tender process. Firms can make better bid/no-bid decisions, write better bids, and keep their consultants billable.

The integration is live, tested, and available to customers of both platforms today.

What bid teams can do today

Once connected, Cobrief AI has access to your Agileday data on consultant competence profiles, allocations and availability, CVs, and past project references. That changes three parts of bid work.

1. Analyze the tender against real delivery capacity. Cobrief has already structured the requirements and evaluation criteria from the tender documents. You can match them to the skills you have and the people who are available in the contract period. You see early whether the bid is winnable and deliverable, and you can turn down the wrong tender before anyone spends a day on it.
2. Get recommendations for the team setup. Cobrief AI proposes alternative consultant setups for the response, based on competences, experience, and allocation. It also shows where each consultant is already offered in other bids or on assignment, so you always know who is promised where. The bid manager compares the options and picks the strongest combination. This matters most in call-offs and mini-competitions, where named consultants carry the most weight.
3. Fill in tender documents from up-to-date data. Consultant profiles, CVs, and reference stories come straight from Agileday, so you start from the latest version and know who is available. Every consultant knows the drill: the CV and reference text is the same each time, but it has to be adapted to the requirements in the tender documents. That is Cobrief’s part. Cobrief AI reads the requirements across the whole tender and places the right competence in the buyer’s template, tailored to what the buyer asks for. No outdated CV versions, no hunting for last year’s case descriptions, and no copying by hand.

In practice, the bid team works in Cobrief and simply asks:

• “Which of our consultants meet the qualification requirements in this tender, and who is actually available from the contract start?”
• “Propose two alternative teams for this call-off, and flag anyone already offered in another bid or on assignment.”
• “Fill in the buyer’s CV template for these three consultants, adapted to the evaluation criteria in this tender.”
• “What are the penalties if we have to replace a consultant during the contract?”

“The most time-consuming part of responding to framework agreements and call-offs is identifying available consultants who match what the client is asking for.

Now that we have the Agileday integration, Cobrief does this first round of screening for us, which saves us an enormous amount of time on the initial mapping. That lets us spend our time refining and quality-assuring the right consultants, instead of spending it in the wrong place.”

Kine Hjeltnes Ryen, Bid Manager at Webstep

Get started

Already using both? Ask your Agileday admin to enable MCP and add Cobrief as an allowed client. The setup guide is in the Cobrief help center.

New to Agileday? Talk to an expert to see how live delivery data improves your win rate.

New to Cobrief? Try Cobrief for free at cobrief.com.

How the integration works

Both Agileday and Cobrief have an MCP server, built on the open Model Context Protocol that lets AI agents use business systems safely. Today Cobrief AI connects to the Agileday MCP server and uses Agileday data in its own reasoning and writing. Setup is done once per workspace.

Security in short: each user connects with their own Agileday sign-in, and Cobrief AI sees only what that user can see in Agileday. It reads data freely, and anything that would change data needs approval in the conversation. Your Agileday admin stays in control: they choose which tools Cobrief AI can use and who can approve new connections. Cobrief does not sync or mirror your Agileday data. Cobrief AI fetches what it needs when a user asks. Only what ends up in the conversation or in the bid is stored in Cobrief.

Both companies are ISO 27001 certified and GDPR compliant. Cobrief hosts customer content in the EU/EEA, encrypted at rest and in transit, and Agileday keeps your data in the region you choose. See the Cobrief Trust Center and Agileday Security for details.

Coming next: two-way integration

Today data flows from Agileday into Cobrief. Next, we are looking at how Cobrief can send data back, so a won tender gives the project in Agileday a good start.

Why live delivery data matters for bids

When the bid is written on the same live data that delivery runs on, the promises hold: the people you offer are the people who are available, and the references you show are the ones you can stand behind. Because Cobrief also knows what the buyer asks for, bid teams see early which tenders fit the consultants they have available. Time goes into the winning argument instead of copy-paste, delivery starts from a realistic plan, and every consultant stays billable.

About Cobrief

Cobrief is a bid management tool that gathers the entire tender process in one place. It makes sure you get alerts for every relevant tender, works as a project management tool for every proposal your organization is working on, and uses AI to automate the repetitive parts of the tender process. Cobrief is built in Norway and used by over 3,000 companies in the Nordics.

About Agileday

Agileday is an AI-native professional services automation (PSA) platform that connects sales, staffing, delivery, and finance for consultancies and agencies with 50 to 10,000 people. It keeps consultant profiles, CVs, and reference stories up to date, matches competences to open roles, and gives real-time visibility of allocations and utilization. Agileday is based in Espoo, Finland, and is ISO 27001 certified and GDPR compliant.