How it works
- Reyda matches new notices against your company profile every day. Each match gets a verdict and an explanation of why it matched your profile, without any work from Emma. See How matching works.
- You can ask Emma to qualify an opportunity, in chat or through a review routine. She reads the notice and the documents Reyda holds, checks them against your profile and evidence, and can save a bid/no-bid report on the opportunity’s Pipeline item. See Bid/no-bid report.
- At the scheduled time, the briefing sends Emma’s qualifications that haven’t been briefed yet. If there is nothing new, it sends nothing.
What a qualification does
Emma’s qualification is information for your decision, not an action. A relevant match or a positive review doesn’t create a Bid Room or start a response. Emma reuses the opportunity’s existing Pipeline item for her report instead of creating another one. You decide whether to pursue and whether to bid.Before you start
- Your organization needs an active plan. Emma’s qualification work and routine runs use AI credits.
- The briefing is set up automatically for owners, admins and editors when they start using Reyda.
- To receive it by Email, Emma’s mailbox must be set up. To receive it in Slack, an admin must connect Slack.
Choose how often and where
The briefing settings live in Settings → Notifications. This tab is available to owners and admins.1
Open Settings → Notifications
2
Choose where the briefing goes
Under Where Emma should send your opportunity briefing, choose:
- Email: sent from Emma’s mailbox.
- Slack DM: a direct message in the connected Slack workspace.
- A Slack channel from the list.
3
Turn on Enable email Digest
It can’t be switched on until a destination is available, and the briefing doesn’t run while it is off.
4
Under Email me about this, choose Daily or Weekly
Send the briefing to a Slack channel
Only public channels where Emma is a member appear in the list.1
Choose Add Emma to a Slack channel…
2
Open the public channel in Slack
3
Send /invite @Emma in the channel
4
Return to Settings and click Refresh channels
5
Pick the channel from the list
Find it in Routines
The briefing also appears on the Routines page as Opportunity briefing. You can change its schedule or pause it there. Reyda manages what it does, so you can’t edit its instruction. See Routines.Briefing, digest and search profile emails. These are different. The opportunity briefing summarises opportunities Emma has qualified. Search profiles can
also send their own Email updates for new results. See Search profiles and
alerts and Notifications.
Have Emma review new matches on a schedule
A routine only qualifies opportunities when its instruction explicitly asks Emma to review them. The briefing schedule on its own doesn’t.1
Start a new routine
Open Routines and click New routine, or ask Emma in chat to set one up.
2
Set the schedule
Choose On a schedule, for example Every weekday, and set the Time.
3
Write the instruction
In What it does, tell Emma which opportunities to review and what to report.
Example instruction
4
Choose delivery and create the routine
Under Delivery method, choose In chat or Slack, then click Create routine.
Follow up on a qualification
Open the opportunity, or ask Emma in chat.Ask Emma
Ask Emma