Sort enquiries into the right inbox
Messages about pricing go to sales; messages about a fault go to support. Each arrives with a short summary of what the sender needs.
Services
A supplier sends a quotation. Someone opens the attachment, copies the details into a system and chases a missing delivery date. We build workflows that handle these repeated steps between your email, documents and business tools, with a place for your team to review anything that needs attention.
Follow a supplier’s email into a clear record, with a missing delivery date called out.
From Cedar Office
Attached is our quotation for the desks you requested.
Waiting for the quotation
Step 1 of 3. An email arrives with a quotation attached. Your team needs the details in its purchasing tool.
Messages about pricing go to sales; messages about a fault go to support. Each arrives with a short summary of what the sender needs.
The workflow reads the notes and prepares a list of tasks, owners and dates for the team to check before adding them to its task tool.
What's included
Who it’s for
Teams that spend time copying information, sorting incoming requests or following up on missing details.
Pull names, dates, amounts and other needed details from the emails and documents your team receives.
Connect the tools you use so a request or document can become a record without someone copying each field.
Flag an absent delivery date, a duplicate request or an unclear amount before the work moves on.
Show what has been processed, what is waiting and who needs to review it.
How we work
Show us how the work gets done today. We check the likely benefit and whether an existing automation tool is enough.
We decide what comes in, where each detail goes and when someone needs to review it.
We test with the kinds of messages and files you receive, including incomplete or repeated ones.
Your team gets the workflow, a view of work waiting for review and instructions for handling problems.
FAQ
We start with your current tools and check how they can connect. If something cannot connect reliably, we explain the options before you commit to a build.
We can hold the item for review and show the field that needs attention, alongside the original document. Your team can correct it or ask the sender for the missing detail.
No. Sending a notification or copying a known field often needs a simple rule. AI helps with tasks such as understanding a message or finding information in differently formatted documents.
Contact
Tell us what arrives, where you copy it and what happens next.