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Automated RFQ Enrichment | Outlook → ChatGPT & Perplexity

Automated RFQ Enrichment | Outlook → ChatGPT & Perplexity

Transform incoming RFQ emails into enriched product intelligence reports that are automatically delivered to your sales team with comprehensive details, synonyms, manufacturers, and applications.

APPS:

Kunal @ Parchem

This workflow streamlines the Request for Quote (RFQ) process for sales teams. When a new RFQ email arrives in Outlook, the workflow:

  • Parses & Extracts Key Data – Automatically pulls out product names, CAS numbers, and other critical details.

  • Cleans & Routes – Removes internal metadata before processing.

  • Generates Product Intelligence – Uses ChatGPT and Perplexity to enrich data with synonyms, product categories, manufacturers, brands, and related products.

  • Refines Insights – Consolidates and formats the output into a structured summary.

  • Delivers to Sales – Sends a polished email directly to the designated sales team, saving time and ensuring consistent, high-quality insights.

Impact

  • Eliminates manual parsing of RFQs.

  • Speeds up response time for sales teams.

  • Provides deeper product insights from dual AI sources.

  • Ensures accuracy and consistency across every RFQ.

B2B companies, distributors, and sales teams that handle frequent RFQ emails and want to save time while enriching product data for better decision-making.

Basic Explanation of the Workflow

  1. Email Capture – Whenever a new RFQ arrives in Outlook, the workflow picks it up automatically.

  2. Extract Key Details – It pulls out important information like product names and CAS numbers from the email.

  3. Clean & Prepare – It removes extra things like internal email addresses and makes the data easy to use.

  4. Enrich with AI – Both ChatGPT and Perplexity are used to gather extra details about the product:

    • Synonyms and related terms

    • Product categories

    • Applications and use cases

    • Manufacturers, brands, and distributors

  5. Refine & Format – The results are cleaned up, combined, and turned into a clear summary.

  6. Send to Sales – Finally, a polished email is sent to the right sales team, giving them all the product intelligence they need in one place.

How It Helps

  • Saves time by avoiding manual copy-paste and research.

  • Makes sure the sales team always gets consistent, accurate information.

  • Combines insights from two AI tools for richer results.

  • Speeds up customer responses and improves professionalism.