AI AGENTS
Quote Negotiation Counteroffer Agent
When a supplier's logged quote beats no target, an agent drafts and sends a polite counteroffer email asking for a better price or terms, then logs the negotiation round in Coda.
How it runs
The automated pipeline, trigger to output.
- TriggerCoda row flagged 'needs negotiation'Coda
- LogicCompare price vs target and best competing bid
- ActionAgent drafts and sends counteroffer emailGmail
- ActionLog negotiation round back to CodaCoda
- OutputPost negotiation update to SlackSlack
What it does
Automates the second round of negotiation. When a supplier's quote in Coda is above your target price, the agent writes a tactful counteroffer referencing competing bids and your target, sends it, and records the round so you can see how each negotiation is progressing.
When to use it
Use it after initial quotes are collected and you want to push for better pricing without a buyer hand-writing every counteroffer email, while keeping a full audit trail of each negotiation round.
How it works
- 1A Coda row updated to status 'needs negotiation' (or a quote above target) fires the trigger.
- 2Logic compares the supplier's price against your target and the current best competing bid.
- 3If there's room to negotiate, an agent drafts a counteroffer email citing the gap and a specific ask, then sends it via Gmail.
- 4The agent increments the round counter and writes the counteroffer text and timestamp back to Coda.
- 5A short summary of the negotiation move is posted to the buying team's Slack channel for visibility.
Set it up
What you configure once, before turning it on.
- 1Connect CodaDocs, packs, automations.
- 2Connect GmailRead, draft, send, label.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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