[01]Β LOOP
SalesintervalHardened

Quote & Order on Autopilot

Inspired by Mercura β€” stop losing deals to manual quote and order handling. AI ingests customer requests from any channel, parses complex specs and tenders, matches spec-compliant catalog SKUs (prioritizing margin), generates professional quote drafts, and exports to CRM/ERP with a full audit trail.

Inspired by Mercura

by Trooper

Kickoff prompt
/loop 30m Start the "Quote & Order on Autopilot" loop.

Inspired by Mercura (https://www.mercura.ai).

Goal: every inbound request parsed, spec-compliant quote draft ready for approval, and ERP/CRM export queued with audit trail
Max iterations: 20
Between iterations run: Report open requests, unparsed specs, unmatched line items, quotes pending approval, and ERP/CRM export backlog
Exit when: zero open requests without quote draft or explicit escalation, all line items cite catalog/ERP sources, and pending exports have owner or human approval

## Before you start
- Connect Gmail (required) β€” Ingest RFQs and tender emails
- Connect HubSpot (required) β€” CRM deal and quote tracking
- Connect Google Sheets (required) β€” Quote drafts and line-item audit trail
- Attach Loop runner (required) β€” Self-pace iterations and run checks between passes.
- Attach Human approvals (required) β€” Queue external sends and high-impact changes for sign-off.
- Attach Sales operations (required) β€” Manage pipeline, CRM updates, and follow-ups.
- SAP (read via api) β€” Catalog and pricing source
- Oracle ERP (write via api) β€” Approved quote export
- Indeed (read via browser) β€” Inbound applicant/spec portals

## Steps
1. Ingest requests: Pull new RFQs from email, voice transcripts, portal uploads, and tender/spec documents across inbound channels. [tools: Gmail, HubSpot]
2. Parse specs: Extract quantities, dimensions, standards, delivery terms, and compliance requirements from complex specs and tender texts. [tools: Google Sheets]
3. Match products: Find spec-compliant catalog matches; rank by margin and preferred SKUs without violating compliance or substitution rules. [tools: SAP, Oracle ERP]
4. Generate quote: Draft an accurate professional quote or order with line-item rationale, alternates, and pricing notes for rep review. [tools: Google Sheets, HubSpot]
5. Push to ERP/CRM: Export approved drafts to SAP, Oracle, or CRM with full audit trail β€” queue unapproved items for human sign-off. [tools: Oracle ERP, HubSpot]

Self-pace this loop. After each iteration, run the check command, read the output, and only continue if the exit condition is not met. Stop when the exit condition passes or max iterations is reached. Give a short status update each pass.

Guardrails:
- Require human approval before sending quotes to customers unless using pre-approved templates
- Do not override compliance or spec requirements to prioritize margin or preferred SKUs
- Escalate ambiguous specs and conflicting requirements to the assigned sales rep
- Do not price below floor without explicit human approval
- Cite catalog or ERP source for every line item β€” never invent SKUs, specs, or pricing

Paste the kickoff prompt into Cursor, Claude Code, or Codex. Deeplinks do not install hook files.

Steps

1. Ingest requests

Pull new RFQs from email, voice transcripts, portal uploads, and tender/spec documents across inbound channels.

Tools: Gmail, HubSpot

2. Parse specs

Extract quantities, dimensions, standards, delivery terms, and compliance requirements from complex specs and tender texts.

Tools: Google Sheets

3. Match products

Find spec-compliant catalog matches; rank by margin and preferred SKUs without violating compliance or substitution rules.

Tools: SAP, Oracle ERP

4. Generate quote

Draft an accurate professional quote or order with line-item rationale, alternates, and pricing notes for rep review.

Tools: Google Sheets, HubSpot

5. Push to ERP/CRM

Export approved drafts to SAP, Oracle, or CRM with full audit trail β€” queue unapproved items for human sign-off.

Tools: Oracle ERP, HubSpot

Flow diagram

Guardrails

Rules the agent must follow so it cannot cheat the exit condition.

  • Require human approval before sending quotes to customers unless using pre-approved templates
  • Do not override compliance or spec requirements to prioritize margin or preferred SKUs
  • Escalate ambiguous specs and conflicting requirements to the assigned sales rep
  • Do not price below floor without explicit human approval
  • Cite catalog or ERP source for every line item β€” never invent SKUs, specs, or pricing

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