Operations · scenario 3 of 5
Offers and approvals that keep moving
I build document workflows that create the offer, invoice or contract from the deal data, send it along the right approval route and watch the signing deadline. Nobody retypes figures or asks where a document is.
How it works
- 01 · Event
Deal reaches a stage
A deal is agreed, a job is finished, a contract is due.
- 02 · Data
Deal fields only
Items, prices, terms and contact; nothing else is copied.
- 03 · AI
Draft and route
The AI drafts the text parts and decides which approval route applies.
- 04 · Action
Sent for approval
The approver gets the document with a clear approve or reject; then it goes to the customer.
- 05 · Check
Deadline watched
Pending approvals and unsigned offers are tracked against their deadline.
- 06 · Human
People sign
Prices, exceptions and signatures stay with people; the system prepares and reminds.
What you get
- Offers go out without waiting for someone to type them.
- Every approval has an owner and a deadline.
- Figures in the document match the CRM, because they come from it.
Example
A tradesman's business finishes a job. The technician marks it done, the invoice is built from the job record, the owner approves it on the phone and it goes to the customer.
Privacy by design
The AI drafts from the deal fields only and never sees your accounting as a whole. I keep the final, approved document, not the drafts. Approval rights follow roles.
Typical stack
Document templates (PDF, DOCX) · CRM and accounting APIs · e-signature service · n8n or Python workflows
Built into what you already run: your CRM, telephony, n8n instance or cloud stay in place. I can also take over an existing workflow or join a running project.
Often combined with
Describe what slows you down.
You get back what to automate first — and what not to.
Have a defined project already? Send the brief.