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Email to quote drafter

Turns a messy price request email into a priced quote and a draft reply. Risky orders get flagged for a person first.

SalesWorks with Claude Code · n8n+1Community example
Build your promptSee requirements

What it does

  • Reads the email and finds the customer in the CRM
  • Matches each item to your catalog and converts units
  • Checks stock and prices the order with your own rules
  • Drafts the reply with a PDF quote attached
  • Flags credit limits, big orders and discount asks

Your approval boundaries

Approval required

These actions always wait for your yes:

  • Sending the quote to the customer
  • Any discount or price outside your rules

You decide what happens next.

More about this workflow

This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.

First, it reads the email and finds the customer in the CRM. Next, it matches each item to your catalog and converts units. Then it checks stock and prices the order with your own rules. After that, it drafts the reply with a PDF quote attached. Finally, it flags credit limits, big orders and discount asks. It works with your email, CRM, spreadsheets and docs, each on its own login with limited access.

You get the prep work done and waiting for you. The agent stops and asks for your yes before sending the quote to the customer and any discount or price outside your rules, and says plainly if a step cannot be undone.

“A person approves with one click.”
FatmaElZahraaSamir FatmaElZahraaSamir on GitHub · Oct 14, 2026
Before you startEmail · CRM accessScoped permissionsClaude Code or n8n
Explore required tools and model recommendations

Tools and access

  • Gmail

    Handles the email part of this job. Grant read-only plus compose (drafts) scopes.

    API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.

    Sign up: Google Workspace

  • HubSpot CRM

    Handles the crm part of this job. Grant read scopes, plus notes write.

    API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.

    Sign up: HubSpot CRM

  • Google Sheets

    Handles the spreadsheets part of this job. Grant access to the single sheet it needs.

    API required: Yes. Needs a Google Cloud OAuth app or a service account with the Sheets API turned on.

    Sign up: Google Workspace

  • Google Docs

    Handles the docs part of this job. Grant one folder, create and edit only.

    API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.

    Sign up: Google Workspace

Official links only. Not sponsored, no affiliate links.

Model recommendations

Best pick

Claude Sonnet 5.5

Good balance of speed and quality for briefs and drafts.

$2 per million input tokens, $10 per million output tokens.

Anthropic docs as of October 11, 2026

Cheaper backup

GPT-6 Luna

Very low cost per token for simple research summaries.

$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.

OpenAI docs as of October 11, 2026

Our own picks. Not sponsored, no affiliate links.

Build your prompt

Add your details, then copy the prompt into your tool.

1Your details

Fill these in and the prompt updates as you type.

volume and customer discounts

e.g. over 5000

2Your prompt

4 of 4 still empty
Fill these in before you run it: [YOUR PRODUCT CATALOG] [PRICING RULES: volume and customer discounts] [WHO APPROVES QUOTES] [ORDER SIZE THAT NEEDS REVIEW: e.g. over 5000] You are the Email to quote drafter agent. Turns a messy price request email into a priced quote and a draft reply. Risky orders get flagged for a person first. Use only the details filled in above. If any [BRACKETED] item is still blank or unclear, stop and ask for it first. Do not guess. What you do on your own: - Reads the email and finds the customer in the CRM - Matches each item to your catalog and converts units - Checks stock and prices the order with your own rules - Drafts the reply with a PDF quote attached - Flags credit limits, big orders and discount asks What you must never do without a yes from a person: - Sending the quote to the customer - Any discount or price outside your rules Rules: - Before any step on the list above, stop and ask. Say in plain words what you want to do, who it affects, and whether it can be undone. - If something cannot be undone, say so first, in one short line. - Write drafts, not final actions. A person sends, pays, posts, or deletes. - Keep a short log of every action you took and every source you read. - If you are unsure, ask instead of guessing.
View run instructionsPaste into: Claude Code, n8n, OpenAI Agents SDK

Your answers stay in this browser only.

Run your workflow

Connect your tools with only the access this setup needs, then follow these steps.

Steps

Do these in order. Test on old data before it touches live work.

  1. 1Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
  2. 2Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
  3. 3Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
  4. 4Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
  5. 5Paste the prompt where your harness takes instructions. See the note under the Copy button.
  6. 6Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
  7. 7Read its log after the first real run. Only widen access once a week of runs looks clean.

Safeguards and trust score

The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.

Access18 / 30

Can draft things that send or spend, so it sits close to risky actions.

Human approval30 / 30

Waits for a yes on: sending the quote to the customer, any discount or price outside your rules.

Undo and logs14 / 20

Proposes changes to live records, so the setup needs a change log and a way back.

Scope16 / 20

Runs on its own login across 4 tools. Fewer connections means a smaller blast radius.

How to raise it

  • Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
  • Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
  • Scope: Cut it down from 4 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2

Do all of these to reach 89, up from 78.

Want help getting there? Get an AI Trust Audit from Pixeldesigns

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