Email & quotation approval automation
Inbound archiving, material organization, quotation documents and outbound approval connected into one flow — with a hard rule that nothing sends without approval.
EVIDENCE
- Scheduled inbound archiving
- Templated quotation documents
- Human approval before sending
The flow’s rules are simple: machines handle on-time inbound, archiving and templated quotation documents; people approve before anything goes out. CC recipients, attachment requirements and send conditions are managed in one place, and the outbound action keeps its human approval. This flow never chased “fully automatic deal-closing” — it takes people out of repetitive organizing and keeps the decision with them.
PROBLEM
Business information is scattered across emails and spreadsheets; re-organizing it eats time, while fully automated outbound sending risks wrong prices and commitments.
APPROACH
Emails are pulled and archived on schedule; drafts and quotation files are generated by rules; CC lists, attachments and send conditions are managed centrally, and critical actions keep human approval.
BOUNDARY
No real clients, accounts, prices or internal server details on this page; no claims of unattended, automatic deal-closing.
- Email automation
- Excel
- Human approval
- Task scheduling
YOUR TASK