Let AI draft price quotes from incoming email
A solution from Webstep read at least nine in ten price requests correctly in tests at Cubility in Sandnes, Norway. It reads email, PDF attachments and images, looks up the part and price in Cubility's own product lists and drafts a quote in the template.
Done with CopilotModerate
This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.
What was done
A solution from Webstep read at least nine in ten price requests correctly in tests at Cubility in Sandnes, Norway. It reads email, PDF attachments and images, looks up the part and price in Cubility's own product lists and drafts a quote in the template. Nothing is sent until an employee has checked the draft against the request, and the model is hosted in Norway. The article is written by the supplier and gives no time savings, so check the original.
How to do it
- Paste the prompt into the tool, and replace the text in brackets with your own.
- Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
- Check the original before you trust a figure, a name or a date.
Try it with Copilot
Read [the email with the price request] and its attachments, and find the product, quantity, deadline and who is asking. Look up each part and price in [price list or product catalogue] and draft a quote in [our quote template]. Show me the draft side by side with the request before anything is sent to the customer. You are done when every line in the quote has a price with a source, or is marked unclear.
Replace text in brackets with your own.
Done when. Every line in the quote has a price with a source, or is marked unclear.
Webstep ·