When a quote is received in Gmail, the AI worker determines whether it is a competitive quote

Launch this workflow to connect Gmail !

■Overview

When requesting quotes from multiple vendors, do you find it time-consuming to compare and evaluate each company’s terms? Manual reviews can also lead to oversights and inconsistent decisions. With this workflow, AI automatically compares and evaluates quotes as soon as they arrive in Gmail, helping you smoothly resolve common procurement challenges and improve operational efficiency.

■Who Should Use This Template

Procurement teams who spend a lot of time comparing quotes from multiple vendors
Those who want to standardize quote comparison processes that tend to rely on individual judgment by leveraging AI
Those who want to streamline the management and review of large volumes of quotes received in Gmail

■Benefits of Using This Template

When a quote arrives in Gmail, AI automatically compares its contents, reducing the time previously spent on manual reviews and evaluations.
AI compares quotes based on predefined criteria, preventing inconsistencies in decision-making and helping standardize operations.

■Flowbot Steps

First, connect Gmail to Yoom.
Next, select Gmail as the trigger and set the action to “When an email matching specific keywords is received.”
Finally, select AI Worker as the operation and create a manual (instruction) for comparing the received quotes and determining the best option.

※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization Options

For the Gmail trigger settings, specify keywords that may appear in the subject or body of emails you want to detect, such as “quote” or “request for quote.”
You can freely customize the instructions for the AI Worker to match your company’s rules, including comparison criteria and evaluation standards such as price, delivery time, and service details.

■Notes

Connect Gmail to Yoom. The tools (apps) used within the AI Worker must also be connected through My Apps.
You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest available trigger interval varies by plan.
For basic AI Worker settings, see “[AI Worker] How to Configure Basic Settings.”
The number of simultaneous AI Worker executions, the number of AI Workers you can create, and the AI models available to you vary by plan.
The apps and operations available within the AI Worker are subject to the same usage restrictions as Flowbots.
Please note that AI Workers consume tasks during test runs just as they do during production runs. For details, see “[AI Worker] How Task Execution Counts Are Calculated.”
The tools (apps) used within the AI Worker must also be connected through My Apps.
AI Workers are more likely to process tasks correctly when their manuals are configured in detail. For details, see “[AI Worker] How to Create a Manual.”

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About the Apps

Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

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