Is this a good fit?
Exporter or factory sales teams repeatedly extract models, quantities, packaging and lead-time questions from email, with an owner maintaining product sources.
When to improve the process first
If nobody owns incoming requests or prices change without an approved source, settle those rules before automating.
Recurring work this can handle
- Extract model, quantity and open questions from email
- Find approved specification and packaging information
- Prepare reply drafts, customer records and follow-up lists
What design starts with
Sanitized inquiries, current product files, customer record fields and sales staff authorized to confirm pricing and lead times.
Confirm access and review for your project.
These are workflows we can design. Sources, connections, fields, permissions and human review are agreed before implementation and acceptance. They are not a list of ready-made connectors.
Not sure this fits your business?
Steps from source material to result
RFQ · X20
Please quote 1,000 units of model X20. Please share packaging options and the lead time.
- Model
- X20
- Quantity
- 1,000
- Destination
- To confirm
- 01
Receive the email and identify customer requirements
- 02
Check product sources; flag gaps and conflicts
- 03
Prepare a requirement record, draft and follow-up task
- 04
Sales staff review the reply and approve sending or updates
Inputs your team provides
- Inquiry samples from an approved inbox, catalogs and specifications
- Customer fields, follow-up rules and quotation approval rights
Outputs your team can inspect
- Structured requirements with email and product-source references
- Reply drafts, open questions and assigned follow-up tasks
Where judgment stays human
Sales staff confirm prices, stock, lead times and external sending. Missing evidence remains unresolved; a language model must not supply invented business facts.
How to judge whether it works
Use the same inquiry set to check fields, omissions and sources. Record preparation, review and rework time, plus unassigned follow-ups.
An X20 inquiry: a requirement record and review draft.
Workflow illustration · Fictional data
- What starts it
- Fictional example: a customer asks about packaging options and lead time for 1,000 units of model X20.
- The intended path
- Extract the model, quantity and two questions; find approved product material. Flag missing information such as destination, then prepare source-backed requirements, a reply draft and a sales follow-up task.
- When it needs a person
- Missing specification, price or lead-time evidence stays unresolved. Sales staff check requirements and sources before approving the quote and sending; the workflow does not guess stock or lead times.
- How to check it
- Check that X20, 1,000 units and both questions are preserved; missing destination is flagged; the draft cites current sources and remains pending until approved.
Questions, answered
Practical questions before committing to a project.
Can it send quotations automatically?
Start with reviewed drafts. Automated sending can only be considered after approved pricing, clear authority and exception handling are tested and agreed.
Does it replace our CRM?
No replacement is assumed. We first check your CRM’s API, fields and permissions. An approved file exchange can be a simpler first step.