Automate supplier quote requests, tracking, and follow-ups

Sends supplier quote requests, tracks replies, pulls pricing with AI, and follows up automatically by WhatsApp.

How the work actually flows

It repeats. Repeats no response prompts recheck; runs once per suppliers in spreadsheet; it retries when a step fails.

Pattern: Structured Loop (21) ยท Multiple Instances without Synchronization (12)

flowchart TD trig(("user triggers quote requests")):::human s0[["check inbox for replies"]]:::mi s1["extract quote details with ai"]:::task s2["send follow up reminders"]:::task trig --> s0 s0 --> s1 s1 --> s2 lp{"supplier replies or deadline passes"}:::gate s2 --> lp lp -. "no response prompts recheck" .-> s0 lp -->|"finished"| out out[/"quotes tracked and compared automatically"/]:::out pay{{"hours saved chasing supplier prices"}}:::pay out --> pay s1 -. "retries on failure" .-> s1 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
A stepRuns once per itemA personRepeat or finishResultPayoff
Build size
Advanced

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

Business functions
Email AutomationMessaging & NotificationsDocument Processing & OCRSpreadsheet & Database Ops
Connects
GmailGoogle SheetsOpenAIWhatsApp
Featured in

The problem it solves

Chasing suppliers for quotes means sending emails one by one, checking your inbox constantly for replies, and manually typing prices into a spreadsheet to compare. Follow-ups get forgotten and comparisons take hours to put together.

Who it fits

A procurement or purchasing team that regularly requests and compares supplier quotes.

How it works

  1. You trigger quote requests for suppliers listed in a spreadsheet
  2. Personalized request emails go out with category and deadline details
  3. The system checks your inbox hourly for supplier replies and updates the tracking sheet
  4. AI reads attached quotes and extracts prices, quantities, and products into a comparison sheet
  5. Non-responsive suppliers get automatic WhatsApp reminders with increasing urgency
What you get

Supplier quotes compared side by side

You get supplier quotes automatically tracked, compared, and chased so you can pick the best price faster.

What you get

An up-to-date tracking sheet, a price comparison sheet, and follow-up reminders sent to slow suppliers.

What you need

A Gmail account, a Google Sheets account, an OpenAI API key, and a WhatsApp messaging account.

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

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