Sample workflowMedium complexityGmailGoogle SheetsSlack
RFQ Email Intake Agent
Automatically extract project details, requirements, and deadlines from inbound RFQ emails and route them to the right team.
Demo
Short walkthrough showing the workflow end-to-end.
Demo available on request
We can walk you through this workflow and how it would fit your tools and constraints.
What it helps with
RFQ emails arrive in different formats from different clients. Someone has to read each one, pull out the key details, log them in a spreadsheet, and notify the estimating team—all manually. Details get missed, responses are slow, and there’s no single source of truth.
What it does
- Monitors an inbox for incoming RFQ emails and attachments
- Extracts key fields: project scope, budget range, deadline, contact info
- Logs structured data to a tracking sheet with status tracking
- Notifies the estimating team in Slack with a summary and link
How it works (high level)
- 1Watch the designated inbox for new messages matching RFQ patterns
- 2Parse the email body and attachments using an LLM to extract structured fields
- 3Write the extracted data to a Google Sheet row with timestamp and source
- 4Post a summary to the relevant Slack channel and tag the assigned estimator
Want this for your team?
We'll adapt the workflow to your rules, approvals, and systems—then harden it for production.
Have a similar workflow in mind?
We'll scope it, build a proof-of-concept, and get it running.