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All examples

Illustrative example

A 12-person furniture wholesaler

From enquiry to a drafted quote, without retyping

Enquiries from the website and email land in the CRM, and a quote draft with current prices waits for the salesperson.

Enquiry to quote

  1. FormEnquiry receivedWebsite form or sales inbox
  2. AIProducts and quantities readUnclear items are flagged
  3. CRMContact and deal createdChecked for duplicates first
  4. ERPStock and prices looked up
  5. EmailQuote drafted for the salesperson

Nothing is sent until a person approves it

Typical stack
n8n, Pipedrive, Gmail/Outlook, Claude or GPT models, Google Sheets, Slack/Teams

The situation

Enquiries arrive through the website form and a shared sales inbox.

Whoever sees one first types the contact into the CRM, looks up prices and stock in another system, and writes the quote in a document. On busy days enquiries wait, and some are answered twice while others are missed. Nobody can say for sure how many are open.

What we would build

  1. 01

    One intake for the form and the inbox, so every enquiry is captured once with its source

  2. 02

    An AI step that reads the free text and picks out products, quantities and the delivery place, and flags what it could not read

  3. 03

    A duplicate check, then a contact and a deal in the CRM, assigned by region and product group

  4. 04

    A quote draft filled from the current price list and stock, placed in the salesperson’s drafts

  5. 05

    A reminder to the owner when a deal has had no reply, and an alert to a person if any step fails

What changes

  • Salespeople open a prepared draft and check it, instead of starting from an empty document
  • Every enquiry has an owner and a status the whole team can see
  • The sales lead sees what is open without asking around
  • Prices in quotes come from one source, so they match what is invoiced later

Use cases in this example

SalesBusiness automationCRM implementation

Every enquiry in the CRM, without retyping

Enquiries from forms, email and chat become contacts and deals in your CRM, with the right person notified.

Open use case SalesBusiness automationCRM implementation

Quotes drafted from your price list

A quote is drafted from the deal, your price list and current stock, and waits for a salesperson to approve it.

Open use case

More examples

Illustrative exampleAn accounting office with 8 bookkeepersSupplier invoices read, checked and queued for approvalInvoices that arrive as PDFs are read automatically, checked against the client’s records and handed to a bookkeeper to confirm.AI integrationsBusiness automationOpen example Illustrative exampleAn online store with a small warehouse teamWebshop orders that reach the warehouse on their ownA paid order becomes a picking task, stock is updated in both systems, and the customer gets tracking without anyone copying data.Business automationERP and business systemsOpen example Illustrative exampleA 20-person facility services companyA CRM the sales team actually keeps up to dateOne pipeline shaped around how the company sells, with follow-ups that remind themselves and a weekly report nobody has to assemble.CRM implementationBusiness automationOpen example

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