Quotation Automation · AI Automation Society

Quotation Automation

Hey guys, I need help, advice.

I'm building an automation for a client to create automated quotations when he receives email requests.

This sounds pretty straightforward, but it's not.

There's one source of emails that comes always from the same sender, and that one is easy; it's forwarded from a factory form.

But then I want the automation to scan the inbox every 30 minutes to check if there are any other quotation requests.

The inbox is scanned, and labels are attributed to the emails, classifying them, After that, an automation runs and creates the draft.

But the draft is complex because it has to go through 500+ pages of PDF, which is very complex.

So it has the PDF split into categories and sends the draft only with the pages of that specific product.

There are some products that it actually gives the final price for because they don't have combinations of fabrics or colors.

So it is pretty complex.

My question is, I build this with Google Workspace features like buckets and stuff like that for the "rag" and I have a massive complex make.com automation that you can see in the image, Is this the best way to do it? for real? with such complex make.com automation?

Can't I just tell claude to do everything. I asked Claude and COdex and both guide me through this. It's working but it's very complex and I was wondering if it could be simpler...

Sorry for the essay...

Thank you

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Quotation Automation