Your organisation and products
Fill in your organisation profile
Tell ScoutTide who you are. The AI reads your organisation profile, with each product, to decide which tenders and posts fit you.
Your organisation profile says who you are. The AI reads it, together with each product, when it decides whether a tender or a post fits you. What you sell is set per product, not here: see Add a product.
Before you start
- Only a manager can change the profile. On the Individual plan, that is you.
- Have your website address ready. ScoutTide can read it and draft most of the page for you.
Open the profile
- Open the menu under your initials and choose Organisation.
- In the settings rail on the left, under Organisation, choose Profile & settings.
The page opens on About your organisation. These are the fields the AI reads. Everything under More details is optional.
Steps
- In Organisation name, type your company or team name as you want to see it in ScoutTide.
- In Website, type your public website address. Only http and https addresses are kept.
- Press Fill from website. ScoutTide reads your site and drafts the empty fields. Fields you already wrote are never overwritten: a suggestion appears under them instead, and you choose Use this or Keep mine.
- Read About this organisation. Aim for two to five sentences on what you sell, to whom and where. This is what the AI reads most.
- Check Capabilities, one per line. Write one thing you can deliver per line, in the words a tender would use.
- Optionally, add Annual turnover and its Currency. Type it as a plain number. It helps keep tenders far too large for you down the list.
- Press Save.
Nothing is saved until you press Save. If you change your mind while the site is being read, press Cancel. I’ll type it myself.
More details
Open More details for the optional fields:
- Logo: PNG, JPEG, WebP or GIF, up to 512 kB. A square image looks best. SVG is not accepted.
- Joining (Team plan only): Auto-join domains, comma separated. Anyone who signs in with a verified address on these domains joins as a member without an invitation. Public email providers are refused.
- Company facts: Company name, Legal entity, Address, Contact name, Contact email and Contact phone.
- Overview, Past projects, one per line, Certifications, one per line, a summary of who delivers the work, and Standard terms.
The company facts and track record are used only in documents ScoutTide drafts for you to send to a buyer. Nothing is ever invented to fill a gap.
Anything you write under More details can appear in a document sent to a buyer. Keep it accurate and current.
What happens next
You see Organisation settings saved. at the top of the page. The AI uses the new profile the next time it reads tenders and posts for you.
If ScoutTide shows The AI needs more to work with on your Organisation page, your profile or products are thin. Press Fill this in from your website or Edit details to add more.
The setup checklist
Your Organisation page shows a checklist, Get ScoutTide working for you, with how many steps are done:
- Fill in your company profile
- Add at least one product
- Claim your first tender or save a search
- Invite your teammates
- Keep the daily email digest on
Each step is marked Done or Not done yet.
Related
Still stuck?
Tell us what you were trying to do. A person reads every message and replies by email.