Store automation · Runs when you forward an email to Fieldwork
Compare a forwarded supplier quote with past prices.
Prices, delivery times, and terms compared with similar past quotes and invoices. This automation runs when you forward an email to Fieldwork. Fieldwork emails you the report when something needs attention.
Compare a forwarded supplier quote with past prices — Sep 17
Automation run • Sep 17
Compare a forwarded supplier quote with past prices
Output
Mossbank Textiles’ quote is $112 above Harbor & Pine’s comparable past purchases, with delivery seven days slower and payment due 15 days sooner.
All amounts are USD.
| Item | Quantity | Quoted unit price | Prior unit price | Quoted total |
|---|---|---|---|---|
| Alder Wool Throw, Ember Stripe | 100 | $54.00 | $53.00 | $5,400 |
| Lantern Hill Linen Napkins, Flax | 60 | $19.00 | $18.80 | $1,140 |
| Total | 160 | $6,540 |
Email matches: Mossbank’s August 20 quote and September 3 invoice support the prior prices, totaling $6,428 at these quantities. Both specify 21-day delivery and net 30 terms. The forwarded September 16 quote specifies 28 days and net 15.
Assumption: delivery runs from order acceptance and payment from invoice date. Confirm both before accepting. Freight and tax are unspecified and excluded.
No comparable quotes or invoices from other suppliers were found in the searched email. A market-price comparison remains unavailable.
Automation steps. The agent follows these 4 steps each time it runs, using your connected email and calendar.
- 1
Read the supplier quote I forwarded.
- 2
Extract items, quantities, unit prices, delivery time, and payment terms.
- 3
Search my email for comparable quotes and invoices from this supplier and others.
- 4
Compare the prices and terms, including changes in payment deadlines or delivery times.
Adjust the automation in Chat
Tell the agent what to do differently and ask it to set up that version with the same trigger.
- Compare only quotes from the past six months.
- Include freight when it is stated.
- Flag payment deadlines shorter than net 30.
Fieldwork emails the report. Each email links to the full run as a conversation in Fieldwork. The automation asks the agent to keep a log in your knowledge base and read it before each run to check what has changed.
What starts this automation
Runs when you forward an email to Fieldwork. Set up forwarding in the app and use the address shown in Settings. You can adjust the sender, subject, and attachment filters at setup.
Only useful reports
When nothing needs attention, the run skips the email. When there are findings, you get a report with a link to the full conversation.
No messages sent
An automated run has no tool that sends, posts, or replies. The agent can update notes and its log in your Fieldwork knowledge base.
This automation reads your email and calendar. Connect Google Workspace or Microsoft 365 to Fieldwork. The automation uses whichever you connect.
More automations for store.
Questions about this automation.
- How do I set it up?
- Connect your email and calendar, activate the automation, and use the forwarding address in Settings, Email, under Automations. Forwarding triggers the comparison, or you can supply a message in chat.
- Does it contact suppliers?
- It reads email for comparisons. It creates no drafts and sends no supplier messages.
- Can I change the comparison?
- Ask in chat to adjust the lookback period, costs, or terms it checks.
- Where does the report arrive?
- Triggered reports arrive by email with a link to the full conversation. If nothing needs attention, no email or push notification is sent.
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