AI-Powered Email Data Extraction & Quotation Automation with Power Automate

The client’s sales and customer support teams processed hundreds of quotation requests daily via email. The process involved:

1. Manually reading incoming emails
2. Extracting product names, quantities, and customer details
3. Entering the details into their ERP system
4. Generating quotations manually
5. Sending the quotation to the customer

Key pain points included:

• - Slow Response Times: Manual processing meant customers often waited hours or days for a quotation.
  
• - High Error Rate: Manual data entry led to frequent mistakes in pricing, product selection, and customer details.
  
• - Repetitive Work for Sales Teams: Employees spent too much time on data entry instead of closing deals.
  
• - Scaling Issues: As inquiries increased, the company struggled to keep up with demand.
  
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• To streamline and automate the process, they needed an AI-driven email parser that could extract key details from emails, generate structured quotation data, and seamlessly integrate with their ERP system using Power Automate.

Carufus automated the process using AI integrated within Power Automate to read and extract critical information from emails. The AI identifies key details such as product names, quantities, and customer data to automatically generate quotation data. Before submission, sales personnel can review and verify the extracted data for accuracy.