MR AUTOMATIONPRO
GmailClaudeHubSpot

SALES & OPERATIONS

AI automation for quote requestsEvery request reaches the right person.

A customer writes. Someone reads, copies the details into a spreadsheet and asks who is handling it. We prepare the request for the right colleague, so your team can focus on replying.

I have a process like this

B2B service businesses, distributors and sales teams receiving email or form requests.

ONE REQUEST. NO COPY-PASTE.

From inbox to customer.

PausedNext AI extracts8s
The customer sends an email.

Irina asks for a quote for 3 locations. So far, nobody has copied any data.

Outlook

Another email to copy into a spreadsheet.

Meanwhile, the customer is waiting for a reply.
Interactive simulation · fictional people and data

A PROCESS THAT COULD WORK BETTER

Where does the time go?

When the inbox becomes the task list, ownership is unclear. Two people may handle the same request, details get lost in copying, and the customer follows up before anyone replies.

Start with one recurring request type: service, location, quantity or deadline. Agree who replies and which details they need.

WHAT WE BUILD TOGETHER

How it could work in your business

The example is adapted to your team's apps and rules.

  1. 01

    Receive the request

    An email or form starts the workflow. Keep a link to the original so the team can check the source.

  2. 02

    Prepare and assign

    AI extracts the agreed fields. n8n records the request in the CRM or spreadsheet and assigns an owner using your rules.

  3. 03

    Check and notify

    The colleague checks the record. The workflow can then send an agreed WhatsApp notification. Quotes and commercial commitments stay with your team.

CLEAR LIMITS. HUMAN CONTROL.

What stays under human control

Unclear or incomplete requests go to a person. Missing fields are not invented. Sending quotes or promising dates requires the rules and approvals you agree.

A PRACTICAL STARTING POINT

What we need to start

  • Anonymised requests, including an incomplete one
  • The fields needed for a quote
  • Assignment rules and the app your team uses
Email / formn8nOpenAI or ClaudeCRM / spreadsheetWhatsApp

We choose tools after checking access and requirements. This list does not imply an active integration or a partnership.

BEFORE IMPLEMENTATION

Questions about this process

Can this work with our email and CRM?

We check access and the integrations available in your existing apps before proposing the workflow.

Does AI send the quote?

In this example, it prepares the details. Your colleague checks them and decides on the quote.

What if details are wrong or incomplete?

Keep the original and flag fields needing clarification. A person checks or asks for details before using them.

Does your team work like this?

Tell us how you work today. We'll agree on where it makes sense to start.

Describe your process