Challenge
Our client, a company specializing in engineering services, received files from their customers
in various formats and with heterogeneous data. This made the quotation process slow and
required significant manual effort to consolidate the information. This process not only caused
delays but also increased operational costs and the risk of errors in quotations.
Solution
We implemented an advanced Artificial Intelligence (AI) and Robotic Process Automation (RPA)
solution that now enables our client to manage orders autonomously, without human intervention
in each key stage:
- Automatic email reception and classification: The AI system identifies, classifies, and
automatically extracts key information from the customer's email, recognizing the type of
product and its specific requirements.
- Automated communication with suppliers: Through RPA, requests are automatically sent to
suppliers, checking stock availability and real-time price updates. Our system integrates
directly with supplier platforms, ensuring up-to-date information and avoiding any delays in
the supply chain.
- Real-time price and stock updates: The AI solution constantly monitors the availability and
cost of each product, enabling rapid adjustments to offers based on the latest market
conditions. This ensures the client receives an accurate and up-to-date proposal tailored to
each supplier's reality.
- Automatic preparation of proposals and documentation: We generate a draft response that
includes a detailed and personalized offer for the customer, complete with the appropriate
technical documentation and any relevant additional files. All of this is presented in a
response email ready to be sent with a single click.
Result
The standardization of customer files through artificial intelligence has led to a significant
transformation in the quotation process, resulting in time, effort, and cost savings. This
solution has become a key competitive advantage for our client, improving both internal
efficiency and their customers' experience.
Why trust CodeGenia?
Our expertise in AI and RPA solutions allows us to create business processes tailored to the
needs of each client. The automation of product orders demonstrates our ability to combine
artificial intelligence with the automation of complex processes, ensuring not only efficiency
but also an improvement in service quality.
Transform your business, contact us now to take your ordering process to the next level: