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Case Study: Workflow Automation

Events Equipment Company Filters 85% Noise from Sales Queue

Events Equipment Company15 employeesOngoing to production
20→320→3
Daily Qualified Leads
Events Equipment Company Filters 85% Noise from Sales Queue

The Full Story

This events equipment company was buried in email inquiries, most of which weren't serious or were missing critical information. Their sales team spent more time qualifying leads than closing deals.

We built an AI email triage system that reviews every incoming request, identifies missing details (venue size, event date, equipment needs), and automatically sends clarifying emails. Once info is complete, AI generates quotes based on equipment rates and calendar availability. The events manager reviews every quote before sending, and their corrections improve the AI over time.

The Challenge

Receiving ~20 quote requests daily via email, but half weren't real inquiries. Sales team wasting time on unqualified leads, requests missing critical details, and manual process to identify missing info and send follow-ups.

Our Solution

Deployed intelligent email triage using AI to review requests against a checklist, identify missing information, send clarifying emails automatically, and pre-populate info for sales calls. AI-generated PDF quotes reviewed by managers before sending.

Intelligent Quote Pipeline

AI-powered email triage and quote generation system

1
Gmail Webhook
API
2
AI Triage
AIOpenAI
3
Clarifying Email
AUTO
4
Pricing Engine
AUTO
5
Calendar Check
DATA
6
Quote Generator
AIAnthropic
7
Manager Review
HUMAN
8
Send Quote
AUTO

The Result

85% Noise Eliminated

20→320→3
Daily Qualified Leads
85%85%
Noise Filtered
MinutesMinutes
Response Time
2+ months2+ months
Engagement

Our sales team now focuses on qualified leads instead of playing email detective. Response time went from hours to minutes.

Events Manager Events Equipment Company