1. Understand the process
We start with the actual workflow: entry point, data sources, rules, decisions, exceptions and handover.
From inquiry to quote draft — faster, cleaner and controlled.
ATTAMATION builds workflows that capture request information from emails, forms, PDFs or spreadsheets, detect missing data, apply rules and prepare quote drafts, CRM entries and follow-ups.
The problem
Quotes often take too long because information has to be searched, dimensions checked, accessories added, prices copied and old templates adjusted. This creates waiting time, errors and dependency on a few key people.
What can be automated
- extract inquiry data from emails, forms, PDFs or spreadsheets
- highlight missing information
- apply product, variant and pricing logic
- create calculation drafts
- prepare quote PDFs
- start CRM, ERP or shop handovers
- trigger follow-ups and reminders
What improves
- faster quote response
- less manual calculation
- fewer pricing and accessory errors
- more standardized quote quality
- more transparency in the sales process
- foundation for later CPQ or configurator systems
How ATTAMATION works
2. Define a pilot
The first step is intentionally small. A pilot should prove whether the automation works in daily operations and where human review is needed.
3. Build the automation
We connect AI, rules, workflows, data sources and integrations. Critical steps are logged and reviewable.
4. Improve and scale
After the pilot, we decide whether to expand, integrate, stabilize or reuse the process as a repeatable building block.
FAQ
Is this just a chatbot?
No. Chatbots can be one component, but most value comes from process automation: extracting data, checking rules, triggering workflows, creating drafts and connecting systems.
Does everything run fully automatically?
Only when it makes sense. In many B2B processes, human review is safer and more valuable: AI prepares the work, humans approve critical steps.
What is the best starting point?
A clearly scoped process that happens often and creates measurable effort, such as inquiry to quote or PDF to structured record.