1.Detect new inbox email
Integrate Gmail and email inbox tools to detect new quote request emails and map sender metadata to contact reference.
Create draft quote request email from client inquiry
Automatically detect quote request emails across Gmail and OpenAI across your sales workflow. Create and update quote drafts and item lookups when new inbox email arrives, subject signals quote request, or item details appearβso you can route internal briefs, extract quote fields, and skip manual follow-up.
How this automation protects your quote turnaround
When a new email arrives in your inbox, delays can disrupt quoting and customer expectations. This automation monitors quote request signals and extracts quote fields and routes a draft brief to estimatorsβso your team can respond faster.
Gmailor swap with your favorite app
2.Check quote request keywords
Integrate ChatGPT (OpenAI) and AI analysis tools to classify the email subject and body and return a single proceed result.
ChatGPT (OpenAI)or swap with your favorite app
3.Continue only for qualifying results
Integrate Filter by Zapier and workflow rules to proceed only when the AI keyword result indicates a quote request.
Filter by Zapieror swap with your favorite app
4.Extract structured quote details
Integrate ChatGPT (OpenAI) and text extraction tools to return customer fields and an item list from the email body.
5.Convert items to item JSON
Integrate Code by Zapier and JSON formatting tools to convert extracted item text into item name and quantity data.
Code by Zapieror swap with your favorite app
6.Match items to lookup endpoint
Integrate Webhooks by Zapier and lookup services to post item JSON for sheet or product matching.
Webhooks by Zapieror swap with your favorite app
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Explore all quote management automations
Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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