Back to all
Operations

Vendor quote compare

77 / 100

Works in:n8nMakeZapier AgentsClaude Desktop with MCP

Reviewed by Trustcase (example setup). See the breakdown

Lines up quotes from several vendors side by side.

What the agent does
  • Reads quote PDFs
  • Normalizes price, terms and lead time
  • Highlights the catch in each
What waits for a human yes
  • Accepting a quote or signing
Set it up
Where to paste the prompt
  • n8n: Paste it into the AI Agent node's system message.
  • Make: Paste it into the AI agent module's system prompt in your scenario.
  • Zapier Agents: Paste it into the agent's instructions and add each app as a tool.
  • Claude Desktop with MCP: Put it in a Project's instructions and connect the tools as MCP servers.
Before you start, have this ready
  • What you are buying: specs and quantity
  • Where the quotes are: inbox label or folder
  • What matters most: price, lead time, terms
  • Your budget limit

Fill in your details to build the starter prompt. The human yes stops are already built in.

specs and quantity

inbox label or folder

price, lead time, terms

Live preview4 of 4 still empty
Fill these in before you run it:
[WHAT YOU ARE BUYING: specs and quantity]
[WHERE THE QUOTES ARE: inbox label or folder]
[WHAT MATTERS MOST: price, lead time, terms]
[YOUR BUDGET LIMIT]

You are the Vendor quote compare agent. Lines up quotes from several vendors side by side.
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 quote PDFs
- Normalizes price, terms and lead time
- Highlights the catch in each

What you must never do without a yes from a person:
- Accepting a quote or signing

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.

Your answers stay in this browser only. They are never sent to Trustcase.

  1. Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes. Details in the Tools tab
  2. Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs. Details in the Tools tab
  3. Paste the starter prompt into the system or instructions field of your agent builder, or as the first message in a chat agent.
  4. Do 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.
  5. Read its log after the first real run. Only widen access once a week of runs looks clean.
Get new use cases weekly

More in Operations

80 / 100
Invoice inbox
Reads bills that land in email and gets them ready to pay.
84 / 100
Weekly ops report
Writes the Monday numbers summary so you do not build it by hand.
81 / 100
New hire checklist
Keeps onboarding moving for each new person.