video1.0<iframe src="https://www.loom.com/embed/1c0b3f3ef3864857b0fde5c83ca1a6fe" frameborder="0" width="1106" height="829" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8291106Loomhttps://www.loom.com8291106https://cdn.loom.com/sessions/thumbnails/1c0b3f3ef3864857b0fde5c83ca1a6fe-aefaaa6e162de711.gif730.155This Loom reviews a ClickUp Kanban workflow used to manage proposal development and gated decisions for each opportunity. The process moves left to right through proposal stages, including automated bid no-bid decision gates that notify the executive for a spend decision. Each opportunity card includes fields such as award type (five-year with one-year extension), estimated value, pricing documents, and a formula-driven running count of days versus the due date. The Loom also shows how ClickUp AI analyzes solicitation and proposal documents to produce initial compliance and risk recommendations, and how the system supports long-term use with included playbooks and weekly executive status reports.