RFQ triage

Manufacturing RFQ workflow audit for quote intake, drawing review, and follow-up

Turn RFQ emails, drawings, specs, revisions, due dates, capabilities, material questions, and quote follow-up into a visible workflow before good jobs stall.

Book a 30-minute fit call Send workflow details

Free fit call · CAD $750 Workflow Blueprint · Builds from CAD $3,500

Built by Duncan Anderson, an AI engineer and data scientist who builds practical automation around real operating workflows.

What usually breaks

Where small manufacturers and job shops lose time or revenue

The first audit is deliberately narrow. We identify the repeatable workflow, the owner, the inputs, the status points, and the places where a small automation would actually survive daily use.

RFQs sit in inboxes waiting for someone to notice missing drawings or specs.

Quote/no-quote decisions depend on tribal knowledge.

Customers ask for status because there is no internal quote aging view.

Lost quote reasons are not tracked by lead time, price, capability, material, or fit.

Workflow Blueprint

A fixed first step before any larger automation build

For CAD $750, the Blueprint maps the current workflow, identifies the real bottleneck, scores what is worth automating, and produces a fixed build quote. The fee is fully credited toward your first build.

Workflow map with inputs, owners, tools, handoffs, and status points.

Automate / keep human / redesign / buy recommendation.

First-build plan with trigger, data source, review step, output, and owner.

Risk boundary for what AI can prepare and what your team must approve.

Offer path

Operations Inbox and Admin Queue

A practical queue for owner, status, aging, missing information, and next action.

First build could be

A small workflow your team can review

RFQ intake checklist that catches missing drawings, specs, quantities, due dates, and revisions.

Not this

Clear scope boundary

This supports quote operations and missing-info triage; pricing and production judgment stay with the shop.

Workflow map

The audit follows the real work, not a generic AI checklist

The audit supports quoting operations and status visibility; pricing judgment remains with the shop.

RFQ intake source, customer, due date, files, drawing revision, material/spec requirements, quantity, and delivery needs.

Capability and missing-info triage before estimating time is spent.

Estimator/production routing, quote status, customer follow-up, and won/lost reason.

Reporting for quote aging, close rate, bottlenecks, and fit patterns.

Automation candidates

Likely first builds

The right first build is usually small, specific, and close to revenue or deadline pressure.

RFQ intake checklist that catches missing drawings, specs, quantities, due dates, and revisions.

Quote/no-quote triage queue based on capability, value, deadline, and missing information.

Customer missing-info follow-up drafts.

Quote aging and follow-up dashboard for open opportunities.

Audit output

What you get back

The goal is a decision-ready plan: what to automate first, what to keep manual, and what data or tool connection is needed.

An RFQ intake and quote-status workflow map.

A missing-info checklist for drawings, specs, revisions, quantities, and due dates.

A quote/no-quote triage structure.

A first automation plan for intake, routing, follow-up, or reporting.

Request a fit review

Send the workflow that is costing time, deals, or deadline confidence

Specifics help. Include the tools involved, how the work arrives, who owns it, where status gets lost, and what would count as a useful win.

What happens next

I review every workflow personally and usually reply within two business days. If there is a fit, the CAD $750 Workflow Blueprint produces the map, recommendation, and fixed build quote. Focused builds start at CAD $3,500 and normally take 7–10 business days.

Other workflow audits

Related operational bottlenecks

Commercial subcontractors