Workflow Automation · GPT-5.2
Quote turnaround from 31 hours to 14 minutes on GPT-5.2
A national equipment distributor
All case studiesResults
Measured against the case agreed at the start.
14 min
median quote turnaround
97.4%
line items extracted correctly
+11pts
win rate on same-day responses
Models used
Built on the current generation, chosen on evidence.
Every model is benchmarked against the client's own historical work before it is trusted with any of it, and it runs on their data inside their controls.
The automation
How the flow actually runs.
Each block is a step in the live automation, from the event that starts it to the record it writes at the end.
- Email / portal
TriggerRequest lands
Any inbox, portal or attachment type starts the same flow.
- GPT-5.2
ActionParse the request
GPT-5.2 turns messy attachments into structured line items with part numbers.
- ERP
ActionPrice against real data
Cost, stock, contract terms and freight pulled live from the ERP.
- Rules
DecisionAbove the approval threshold?
Small quotes go straight out; large ones route to a named approver.
- Human
HumanApprover signs off
One screen showing the price, the margin and the reasoning behind it.
- CRM
OutputQuote sent and logged
PDF issued, CRM updated, follow-up sequence scheduled.
Every step is visible and editable by your own team - nothing in the chain is a black box.
The challenge
What the operation looked like before.
Quote requests arrived as email attachments, spreadsheets and PDFs. An internal desk of four people rekeyed them into the ERP, checked stock by hand and priced from memory. Half of the requests were answered after the customer had already bought elsewhere.
What we did
The work, in order.
- Benchmarked GPT-5.2 against the previous generation on 1,200 historical quote requests before committing.
- Built the quote desk as a single visual flow that operations staff can read and change themselves.
- Grounded every price in the client's own cost, stock and contract data rather than in the model's memory.
- Kept a named human approver on any quote above the agreed value threshold.
“We stopped losing deals to whoever answered first, because now that is us.”
Book a working session.
Ninety minutes on your operation with people who have done this work before. You leave with the first three things worth fixing, whether or not you hire us.