Create a quote with DeepSeek based on form submissions and send it to Slack
Create a quote with DeepSeek based on form submissions and send it to Slack
Launch this workflow to connect
DeepSeek
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■Overview
Responding quickly to customer requests for quotes is essential, but reviewing form submissions and creating quotes one by one can be time-consuming.
With this workflow, whenever a form is submitted, the AI model DeepSeek automatically generates a quote based on the submitted information and sends it to a specified Slack channel. This helps streamline quote creation and improve response times.
With this workflow, whenever a form is submitted, the AI model DeepSeek automatically generates a quote based on the submitted information and sends it to a specified Slack channel. This helps streamline quote creation and improve response times.
■Recommended for
- Sales professionals who spend time manually responding to quote requests submitted through forms
- Those who want to automate the quote creation process using generative AI such as DeepSeek
- Those who want to share quote details with their team in Slack and streamline the review and approval process
■Benefits of using this template
- DeepSeek automatically generates quote text whenever a form is submitted, reducing the time required for manual creation.
- Automating the transfer of customer information and the creation of quote structures helps prevent human errors such as input mistakes and missing fields.
■Workflow steps
- First, connect DeepSeek and Slack to Yoom.
- Next, select the form trigger and configure the “When the quote request form is submitted” action.
- Then, configure DeepSeek’s “Generate text” action to generate quote details based on the information received from the form.
- Finally, configure Slack’s “Send a message to a channel” action to send the text generated by DeepSeek to the specified channel.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
- In the form trigger, configure the quote request form you actually want to use.
- For DeepSeek’s text generation action, configure the model ID and message list (prompt) according to the quote details you want to generate.
- For Slack’s message-sending action, configure the channel ID to notify and the message content to send.
■Notes
- Make sure to connect both DeepSeek and Slack to Yoom.
- The form feature is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects configured in the workflow will result in errors.
- Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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About the apps you use
DeepSeek
Yoom can integrate with DeepSeek without code, allowing you to automate operations of DeepSeek via API. For example, you can execute searches and text generation in DeepSeek in bulk, or integrate DeepSeek with Slack and Teams to use it as a chatbot.
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