SALES
Outlook Pricing-Request Quote Prep with AI Summary
When an Outlook email asks for pricing, an AI step summarizes the deal context from the thread, drafts quote inputs into a Postgres pipeline table.
How it runs
The automated pipeline, trigger to output.
- TriggerNew pricing-related email in OutlookOutlook
- LogicConfirm body contains pricing-request phrasing
- ActionExtract plan, seats, timeline with OpenAIOpenAI
- ActionUpsert quote-prep row to Postgres pipeline tablePostgres
- OutputDM rep the brief in SlackSlack
What it does
Turns a 'can you send me pricing?' email into a ready-to-action quote prep record. It reads the full thread, uses an LLM to extract what the prospect actually wants (seats, plan, timeline), writes a structured row to your pipeline database, and tells the rep to finalize.
When to use it
Ideal when pricing requests arrive with vague or buried requirements and reps spend time re-reading threads before quoting. This front-loads the context extraction so the rep starts from a structured brief instead of a wall of email.
How it works
- 1A pricing-intent email arrives in Outlook and triggers the flow.
- 2A logic filter confirms the body contains pricing-request phrasing before proceeding.
- 3An OpenAI step reads the thread and extracts plan, quantity, timeline, and any stated budget into structured fields.
- 4An action upserts a quote-prep row into the Postgres pipeline table keyed by contact email.
- 5A Slack DM to the rep delivers the extracted brief and a prompt to send the quote.
Set it up
What you configure once, before turning it on.
- 1Connect OutlookMail, calendar, contacts.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect PostgresAny Postgres URL — query, write, migrate.
- 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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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
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