1.Captures new request email details
Integrate Gmail and email parsing tools to extract headers and body content so you can prepare structured quote inputs.
When event request emails arrive, delays can stall follow-up and reduce booking chances. This automation captures message details, parses structured fields, generates a branded quote PDF, and emails itβso your team can respond fast.
Integrate Gmail and email parsing tools to extract headers and body content so you can prepare structured quote inputs.
Integrate Mistral AI and AI extraction tools to transform the body into structured fields so you can map data to the quote.
Integrate Google Drive and document storage tools to locate the branded flyer so you can attach the right image to the quote.
Integrate Google Docs and template mapping to create the quote document and export it to PDF so you can include pricing fields.
Integrate Gmail and attachment workflows to send the exported PDF and Drive flyer, and optionally send SMS via Octopush SMS to notify the requester.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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