Service guides / AI automation
Human review points · AI automationQuote preparation: human review points
Give reviewers specific decisions to make. Start with a sample price list and approved quote layout and plan a draft quote for commercial review.
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The project in view
- Start with
- a sample price list and approved quote layout.
- Proposed result
- a draft quote for commercial review.
- A decision to resolve
- discount authority and outdated prices.
This is a planning example. It does not describe a completed client engagement.
Human review points for this project
- Assign a reviewer who understands a sample price list and approved quote layout.
- Present a draft quote for commercial review beside its source so corrections can be checked.
- Require an explicit decision on discount authority and outdated prices; keep the decision in the review record.
Questions to answer together
- Which result must be approved before it is used?
- What source evidence should the reviewer see?
- How is a rejected result corrected and checked again?
What to have at the end
A review matrix with decision owners, evidence and a correction route.
Record the decision on discount authority and outdated prices alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.