Reply to quote requests with qualifying questions
Reads each quote request, lists what is already known (need, quantity, deadline, budget) and what is missing, then drafts a reply that thanks the prospect and asks only for the missing points. No price is ever quoted. Saved as a draft for the salesperson.
- By
- Loop & Roll team · Official
- Copied
- 0 times
- Steps
- 4
- Version
- 1 · 18 October 2026
- Requires
- Loop & Roll 1.0.0 or later
Workflow graph
How it works
-
1
Quote request received
trigger.email -
2
Collect what is known
ai.extract -
3
Ask the missing details
ai.compose -
4
Save the questions as a draft
mail.send
What you will fill in after import
Nothing personal travels with a template: connections, mailboxes, tables and recipients are left blank for you to pick in your instance.
- Mailboxes to choose
- Save the questions as a draft · mailbox
- Connections to choose
- OpenAI · connection (llm_provider)
See also
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