Turn inbound quote requests into AI-priced sales quotes

Reads incoming quote request emails, prices them using your past deals, and gives you a dashboard to review and send.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"quote request email received"]:::trig s0["calculate price from history"]:::task s1["draft quote on dashboard"]:::task s2["send quote"]:::task s3["notify slack"]:::svc trig --> s0 s0 --> s1 s2 --> s3 hg(("you review and send")):::human s1 --> hg hg -->|"approved"| s2 hg -. "sent back" .-> s1 out[/"reviewed quote sent to customer"/]:::out pay{{"faster consistent quoting"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceA personResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationMessaging & NotificationsSpreadsheet & Database OpsReporting & AnalyticsAPI & Webhook Integration
Connects
GmailOpenAISupabaseSlack
Featured in

The problem it solves

Every quote request means digging through old deals to figure out fair pricing, then writing up a professional quote from scratch. It's slow, inconsistent between reps, and easy for requests to sit in your inbox too long.

Who it fits

Sales teams or service businesses that field pricing requests by email.

How it works

  1. It watches your inbox for incoming emails that look like quote requests
  2. AI reads the request and classifies what's being asked for
  3. It checks your historical pricing data to calculate a fair, consistent price
  4. It builds a draft quote and puts it on a dashboard for your review
  5. With one click, you send the quote and get notified in Slack once it's out
What you get

Priced quotes waiting on your dashboard for review

You get incoming quote requests read and priced automatically using your past deals, ready on a dashboard for your review.

What you get

A ready-to-send, consistently priced quote for every request, reviewable on a dashboard before it goes out.

What you need

A Gmail account, a Supabase database, an OpenAI API key, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

Related automations

Automatically score contract risk from PDFs and alert your team

Reads uploaded contracts, scores their risk with AI, and alerts your team in Slack when something needs review.

Advanced

Catch duplicate and risky vendor invoices before you pay them

Reads incoming invoices, flags duplicates or vendor red flags, and alerts your team before anything gets paid.

Advanced

Turn cold leads into tracked outreach and AI-drafted replies

Finds new leads, emails them automatically, and drafts replies for you to review and send.

Advanced

Classify and route support emails to the right Slack channel

Reads new support emails, classifies them with AI, and routes each one to the right Slack channel automatically.

Advanced
Back to the AI Playbook