Service guides / AI automation
Workflow mapping · AI automationQuote preparation: workflow mapping
Make the steps and handoffs visible. 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- discount authority and outdated prices.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.
Workflow mapping for this project
- Start when a sample price list and approved quote layout is available and approved for use.
- Create a draft of a draft quote for commercial review, with source references attached.
- Route discount authority and outdated prices to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
Record the decision on discount authority and outdated prices alongside the source material.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.