A catering client emailed back "yes, and add a second fruit platter."
One message after a client's reply: the bot updated the quote, made the deposit invoice, updated the tracker, drafted the confirmation email and set a reminder the day before the deposit is due.
For
You run a small service business and handle quotes by email.
When you're done
Quote, invoice, tracker, confirmation and reminder done from one message.
How
- 01
Forward or point the bot to the client's reply.
- 02
It updates the quote with the change.
- 03
It creates the deposit invoice and updates your tracker.
- 04
It drafts the confirmation email and sets a reminder the day before the deposit is due.
Notes
What's good: one approval chains five admin jobs. The catch: the setup behind it is in the video, not the post text.
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