Automated workflow · Sales & accounts

First draft of the proposal and quote for a new case

Following the case-opening workflow and quoting rules, brings in the client’s preferences and the costs of similar past cases to produce a first proposal and quote.

Book a call →Back to the workflow library
TriggerSystem notification (new case in)
OutputProposal and quote
Core technologies
Process miningknowledge basememory
AdjustableMarkup rules, proposal template
Data sourcesLINE, Google Sheets, Notion

Example: Travel

How ANIMA gets it done

Data sources used

Data connectionsUse LINE with ANIMAView →Data connectionsUse Google Sheets with ANIMAView →Data connectionsUse Notion with ANIMAView →

Other workflows for the same role

Trigger: Schedule (every Monday)

Move deals forward using patterns from past wins

Finds the follow-up rhythm that has worked in past wins, flags stalled deals, and has follow-up content ready.

  1. ANIMACompares open deals with the pace of past wins
  2. ANIMAFlags deals that have not moved longer than the average number of days
  3. ANIMAPrepares follow-up messages and quotes for each client’s needs
  4. You confirmFollow-up list and content

Output: Stalled deal list and follow-up drafts · Uses: LINE, Gmail, ERP

See workflow →

Start with one automated workflow

Book a 30-minute call and pick the first automated workflow that fits your team.

LINE: @aniweave.aianima@aniweave.ai
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