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When someone fills in our quote form, we want the contact in HubSpot, a two-line AI summary of what they need, and a Slack message to the right team (dental or home services) within a minute. You can use Zapier or Make; we have both. Please document the steps so our office manager can fix it if it breaks.
Our front desk answers 80 emails a day. We want every new email to get an AI draft reply saved in Gmail, using our help pages and tone, that a person reads and sends. Nothing is ever sent automatically. Drafts must say when the AI is unsure. We will judge it on a week of real emails.
We have 500 supplier invoices as PDFs, in about 12 different layouts. We need supplier, date, invoice number, total and tax in a sheet, and a way to run the same thing every month. Accuracy matters: flag any invoice you are not sure about rather than guessing.