Automated Quotation PDF Request

The automation flow starts with a customer submitting a Google Form. AI analyzes the enquiry and generates a draft quotation, which is saved to Airtable. Internal staff receive a notification to review it. Once approved via a “Send” button, a second scenario sends the final quotation email to the customer.
Automated quotation PDF request system with AI workflow

What This Workflow Is For

Your Customers Judge Your First Reply

A well-designed quote feels more professional. People trust brands that show up polished.

No More Lost Enquiries in Chat or Email

Every form response gets saved and followed up—automatically.

AI Understands Casual Language

Even vague or badly written enquiries can be turned into accurate, useful quotations.

How It Works

Customer submits a Google Form

They write what they need. Casual or detailed—it’s all accepted.

AI Analyses and Suggests a Plan

ChatGPT reads the message and recommends a suitable plan and pricing.

Internal Email with Draft Quote

Your team receives an email with a draft. All they need to do is review it.

Click “Send” → Customer Gets the Quote

With one click in Airtable, the customer receives a clean PDF via email.

Ready-to-Use Video Scripts

Video script, title, and description written in seconds—perfect for YouTube or repurposing into reels.

This workflow is ideal for service providers, solopreneurs, and sales teams looking to automate the creation and delivery of professional quotation PDFs.

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Local Service Providers

For automating quote generation and providing quick responses to customer inquiries.

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Solopreneurs

For simplifying and speeding up the quoting process without the need for manual effort.

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Admin and Sales Support Teams

For automating chat-based enquiries into structured, professional quotes with minimal manual input.