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AI SOLUTION SUITE
AI Quote Review Manager
Reviews project information and recommends the most appropriate quoting approach before a quote is sent to the client.
Automation Walkthrough
Follow the workflow from project submission through to the completed AI-generated report.
01 • Complete Workflow
See the complete Make.com automation from project submission to report generation
02 • Project Information Submitted
Project information received by the automation before AI analysis.
Customer
Food Processing Plant
Service
Motor Control Centre Upgrade
Site Type
Industrial Facility
Site Visit
Completed
Estimated Labour Hours
60
Estimated Material Cost
$12,000
Recommended Pricing Model
Fixed Price with Contingency
03 • AI Recommendation
OpenAI analyses the project and recommends the optimal quoting approach.
04 • Final Quote Review Report
Final AI-generated quote review report prepared for the estimator.
Project Overview
BUSINESS PROBLEM
Manual quote reviews can be inconsistent, making it easier to overlook risks before a quote is sent.
AI SOLUTION
Reviews your quote before it is sent and provides practical recommendations to help you price jobs more consistently.
Project Information
Industry
Electrical Contracting
Solution Suite
AI Quote Review
Technologies
Make.com, OpenAI, Google Docs, Webhooks
Status
Production Ready
Workflow Overview
Follow how project information moves from submission to an AI-generated commercial review.
01
Input
Customer, service, site type, labour hours, material costs, and pricing details are submitted for review.
02
Process
Make.com receives the project information, validates it, and securely sends it to OpenAI.
03
AI Review
OpenAI reviews commercial risk, pricing, and project complexity to recommend the best quoting approach.
04
Output
A professional review report is generated with recommendations, risks, and next steps.
Business Benefits
Reduce Quoting Time
Cuts manual quote review by automatically analysing project information before a quote is sent.
Improve Pricing Consistency
Provides structured recommendations based on the same evaluation process every time.
Reduce Commercial Risk
Identifies potential risks and highlights areas that need further review.
Improve Decision Confidence
Provides practical recommendations to support more confident pricing decisions.
Technology Used
Make.com
OpenAI
Google Docs
Google Drive
Webhooks
Prompt Engineering
Example Output
Demo Video
Results
━━━
Time Saved
Reduces manual quote review and report preparation.
━━━
Manual Work Reduced
Automates project analysis and AI recommendations.
━━━
Decision Speed
Reviews projects in seconds instead of manual analysis.
━━━
Business Consistency
Every quote follows the same structured review process.
Project Summary
This automation helps estimators review quotes faster and more consistently before they are sent to clients. It reduces manual checking, highlights commercial risks, and supports more confident pricing decisions.
Want an AI system like this?
Let's discuss how AI automation can reduce manual work, improve consistency, and save your business time.
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