AI Email Assistant

A customer emails for an updated quotation and a delivery date. The assistant reads it, finds the quotation and drafts a reply for you to approve.

Simulated dataFrom a fictional company. Nothing on this page sends, posts or calls anything real.

AI Email Assistant

Simulated data

Inbox

sales@demo-distribution.example

Procurement, Sample Trading Co. (unread)Updated quotation + delivery before Thursday?Today
Accounts, Sample Building Materials LLCInvoice SBM-2026-0471 attachedToday
Admin, Sample Clinic GroupConfirming our first orderYesterday
Industry newsletterMonthly packaging updateYesterday

Procurement, Sample Trading Co.

Updated quotation + delivery before Thursday?

Hi, can you send me the updated quotation and confirm whether the order can be delivered before Thursday?

procurement@sample-trading.example · 09:14 GST

Quotation records

Simulated

Q-2026-211 rev 2Sample Trading Co. · Latest
Q-2026-211 rev 1Sample Trading Co. · Superseded
Q-2026-198Demo Interiors Co. · Other customer

Processing

Step 1 of 7: Email received
(pending)
Step 2 of 7: Request understood
(pending)
Step 3 of 7: Deadline identified
(pending)
Step 4 of 7: Email categorised
(pending)
Step 5 of 7: Latest quotation found
(pending)
Step 6 of 7: Reply drafted for approval
(pending)
Step 7 of 7: Follow-up task created
(pending)

AI
Person decides
System
Done

Result

This run will produce

Summary and categoryWhat the customer wants, how urgent it is, by when
Context from your systemThe latest quotation for this customer
Suggested replyDrafted for you to edit and approve. Nothing is sent without you
Follow-up taskFor the stock check only a person can make

Example outputfor this email

Suggested reply

Waits for you

Re: Updated quotation + delivery before Thursday?

Hi,

Thank you for your message. Our latest quotation for you, Q-⁠2026-⁠211 rev 2, is attached.

On delivery before Thursday: I’m confirming stock with our warehouse and will come back to you by end of day tomorrow with a firm answer. If a partial delivery earlier would help, let me know.

Kind regards, Sales team, Demo Distribution Co.

Q-2026-211-rev-2.pdffrom your quotation records (step 5)

Human check: warehouse stock for delivery before Thursday is not in the data this assistant reads, so a person confirms it.

Request

Appears at step 2 · Request understood

Found in your system

Appears at step 5 · Latest quotation found

Suggested reply

Appears at step 6 · Reply drafted for approval

Suggested reply

Waiting for you

Re: Updated quotation + delivery before Thursday?

Hi,

Thank you for your message. Our latest quotation for you, Q-⁠2026-⁠211 rev 2, is attached.

On delivery before Thursday: I’m confirming stock with our warehouse and will come back to you by end of day tomorrow with a firm answer. If a partial delivery earlier would help, let me know.

Kind regards, Sales team, Demo Distribution Co.

Q-2026-211-rev-2.pdffrom your quotation records (step 5)

Human check: warehouse stock for delivery before Thursday is not in the data this assistant reads, so a person confirms it.

Press Run to watch every step, or step through at your own pace. Nothing is sent anywhere.

Automate our inbox

Loading demo

What this demonstrates

7 steps3 AI1 decision by a person

01Email receivedSystem: 09:14 GST · Sample Trading
02Request understoodAI: 2 requests found
03Deadline identifiedAI: Thursday (in 3 days)
04Email categorisedAI: Customer · Quotation · High
05Latest quotation foundSystem: Q-2026-211 rev 2
06Reply drafted for approvalPerson decides: Waiting for your approval
07Follow-up task createdSystem: Due tomorrow

In a real deployment

The assistant drafts; a person approves before anything is sent. You decide which steps run automatically and which wait for a click.
Your systems of record stay your systems of record. We don’t copy your business into ours.
Every automated action is logged: what ran, on what, when, with what result.

Integration names are examples of what can be connected, not partnerships.

Want this workflow on your own data?

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