All workflow examples

Reference Implementation

AI RFQ Engineer
Assistant

AI agent for manufacturing RFQ intake, customer follow-ups, and quote preparation. Securely connect your RFQs, documents, and historical quotations with an AI assistant built for manufacturing teams.

Explore workflow
RFQ workflow integrationDemo data only
  1. 01Customer RFQ email + documents
  2. 02AI understands requirements
  3. 03RFQ completeness check
  4. 04AI customer follow-up
  5. 05Customer response received
  6. 06Manufacturing knowledge search
  7. 07RFQ complexity assessment
  8. 08AI quotation preparation
  9. 09Decision routing
  10. 010Customer response prepared

What this demonstrates

Make every manufacturing RFQ quote-ready faster.

Existing systems stay in place

Connects Outlook / email, document stores, historical quotations, ERP / CRM context, and Microsoft Teams approval — without replacing them.

Low-risk follow-ups, handled automatically

Detects missing requirements and sends clarification requests before engineers spend time estimating an incomplete RFQ.

Experts review complex decisions

Routine RFQs move through a controlled quotation path; high-complexity work routes to engineering review.

Enterprise trust layer

Enterprise Data Security

Your RFQ data stays private.

01Company Data
02Private Workspace
03Secure AI Retrieval
04AI RFQ Copilot
No Model Training

Your documents and RFQ history are not used to train public AI models.

Private Knowledge Base

Historical quotations and technical documents remain isolated in your company's private workspace.

Data Isolation

Each company has a separated AI knowledge environment.

Controlled Access

Only authorized team members can access RFQ and quotation information.

Private Knowledge Base No Training on Customer Data Secure Document Retrieval Company Data Isolation

Workflow execution

From RFQ arrival to customer response

Securely connect RFQs, documents, and historical quotations with an AI assistant built for manufacturing teams.

  1. Customer RFQ arrives

    Incoming request is captured from the existing customer email workflow.

    SOURCE / CUSTOMER EMAILRFQ-240718
    Need quotation for 500 CNC aluminum parts

    Customer / Nordform Industrial

    Drawing.pdfSpecification.pdfBOM.xlsx
    DATA PROTECTION / ACTIVEPROCESSING / Private company workspace
    STATUS / RECEIVED
    queued
  2. AI understands RFQ requirements

    Requirements are normalized from the email, drawing, specification, and BOM.

    RFQ analysis parsed from 4 sources
    PartAluminum Housing
    Material6061 Aluminum
    ProcessCNC Machining
    Quantity500 pcs
    Tolerance±0.05 mm
    Surface finishMissing
    DeliveryGermany
    Requirements extracted Stored in private workspace Not used for model training
    queued
  3. AI checks RFQ completeness

    The RFQ is checked against the information needed to prepare an accurate quote.

    RFQ quality check customer clarification required
    Material Quantity Drawing Surface finish Annual volume Packaging requirement
    AI recommendationCustomer clarification required
    queued
  4. AI RFQ Follow-up Agent

    Low-risk communication is automated while technical and commercial decisions remain with the team.

    AI generated message low-risk communication
    SUBJECT / Additional information required for quotation

    Hi John,

    Thank you for your RFQ. To prepare an accurate quotation, please confirm:
    1. Surface finish requirement
    2. Expected annual volume
    3. Packaging requirements

    STATUS / SENT AUTOMATICALLY
    queued
  5. Customer response received

    Confirmed details are written back to the RFQ record automatically.

    Customer provided RFQ record updated
    Surface finishAnodizing
    Annual volume5,000 pcs/year
    PackagingIndividual packaging
    AI UPDATED RFQ AUTOMATICALLY
    queued
  6. AI searches manufacturing knowledge

    Comparable manufacturing projects provide an evidence base for quotation preparation.

    Similar projects found confidence / 87%
    PartAluminum Housing
    ProcessCNC Milling
    Material6061 Aluminum
    Quantity 800 pcsPrevious quote $38/unit

    MATCH BASIS / Similar material · Similar process · Similar geometry

    queued
  7. AI RFQ Complexity Assessment

    Routine RFQs are qualified for automated handling; complex work is routed to engineering.

    Complexity score routing signal
    LOW
    • Existing process
    • Similar historical project
    • Complete specifications
    AUTO QUOTATION WORKFLOW
    HIGH
    • New material
    • Tight tolerance
    • No historical data
    ROUTE TO ENGINEERING REVIEW
    queued
  8. AI quotation preparation

    Cost, price range, lead time, and assumptions are prepared from manufacturing evidence.

    Quote preparation evidence-based estimate
    Estimated manufacturing cost$31/unit
    Lead time estimate21 days

    BASED ON / Historical quotations · Manufacturing knowledge · Previous projects

    queued
  9. Decision routing

    AI routes decisions to the right people, based on RFQ complexity and confidence.

    AI decision routing AI routes decisions to the right people
    PATH A / SIMPLE RFQAuto-generated quotation response
    PATH B / COMPLEX RFQEngineering review required
    queued
  10. Final customer response

    Simple RFQs become ready to send; complex RFQs remain queued for engineering review.

    Quotation response prepared conditional output
    SubjectQuotation for Aluminum Housing Components
    • Price
    • Lead time
    • Technical assumptions
    • Open questions
    PATH A / SIMPLE RFQ Ready to sendPATH B / COMPLEX RFQ Engineering review required
    queued