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This walkthrough covers the core Sweetspot workflow: give the AI context about your business, find an opportunity, qualify it, and start pursuing it.
1

Add your business info in Settings

Go to Settings and fill in your organization’s basics: name, website, description, UEI and CAGE code, and address under Overview, and your NAICS codes, PSC codes, and set-asides under Classifications. These drive opportunity matching and AI recommendations. See Settings.
2

Build your Library

Go to Library → Files and upload the documents that describe your business: past proposals, capability statements, key personnel resumes, and pricing sheets. Sweetspot indexes them and uses them in search results, capture briefs, and drafts.
If your content lives in SharePoint, connect it under Settings → Integrations and sync folders directly instead of uploading files one at a time. See Integrations.
3

Search for opportunities

Open Search and describe what you’re looking for in plain language, for example:
Sweetspot searches federal contracts, federal grants, DIBBS, SBIR/STTRs, and state and local sources. Use filters for structured criteria like NAICS codes, set-asides, or solicitation numbers. See the Search guide.
4

Qualify with Ask AI

Open any opportunity and click Ask AI. Ask about requirements, evaluation criteria, incumbents, or fit:
Answers are cited to the solicitation documents. Generate a capture brief for a structured bid/no-bid recommendation.
5

Add it to your Pursuits

To pursue an opportunity, add it as a Pursuit. It enters your pipeline, where you can assign owners, track tasks and deadlines, take notes, and move it through stages from pursuit to proposal to won or lost. See Pursuits.Not ready to commit? Bookmark it instead.
6

Automate your discovery

Save your best queries as Saved Searches to get alerted when new matches post, and set up Monitors to watch specific agencies, competitors, and opportunities. New activity lands in your Inbox.
7

Draft the proposal

Sweetspot automatically shreds the solicitation into requirements when files are added to a pursuit. Review the compliance matrix under Requirements, then generate an outline and first draft in Proposal Documents. Export to a branded Word document when you’re ready. See the Proposal Engine guide.

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Next steps

Prompting Guide

Get better results from search, chat, and the proposal writer.

Federal Market Intelligence

Research incumbents and recompetes before you bid.

Invite your team

Add teammates and set roles under Settings.

Connect your tools

Microsoft 365, Salesforce, GovWin, GSA eBuy, and Slack.
Stuck on anything? Click Live Support in the console to chat with the Sweetspot team directly.