Flowchart for RFQ Automation

1. Search for High-Value RFQs ($20K+)

  • Trigger: Scheduled Web Scraper (e.g., Google Search + Specific URL list in an airtable
  • Filter: Extract only RFQs with estimated values over $20K

2. Automatically Summarize RFQ Documents & Estimate Value

  • Download RFQ documents from sources and summarize scope

3. Send Me the Summary RFQ for Approval

  • Send summary scope for approval (e.g. WhatsApp, Telegram etc..)
  • If approved, replace issuing source information with my company name as new issuer
  • Generate a new PDF with the modified content
  • Add Record into Opportunity Table in Airtable

4. Post on WordPress Website for Supplier Reference

  • After approval, generate a numbered URL link
  • Publish the summary on a specific WordPress page at shefah.com

5 Search for Suitable Suppliers

  • Web Scraping: Check specified supplier directories in Airtable & Google Search
  • Extract relevant supplier contact details

6. Contact Suppliers for Quotes

  • Use Email API (e.g., SendGrid, Gmail) to send email template
  • If no email, auto-fill online contact forms
  • Include RFQ summary link in the message

7. Track Responses in Airtable

  • Monitor inbox for supplier responses
  • Log responses into Airtable
  • Notify user if a supplier replies

This workflow fully automates RFQ sourcing, supplier outreach, and tracking.

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