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Roubot
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Sales and customers

Quotes, orders and follow-up: replies prepared for review, never sent on their own.

Use cases

Example request

A draft reply to every quote request

When a quote request arrives, prepare a draft reply with whatever still needs asking. Do not send it.
  1. Read emails
  2. Ask the AI for something
  3. Leave an email in drafts, without sending it
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row
Example request

The week's orders, in one sheet

Every Monday, copy into the orders sheet those that arrived by email the week before: customer, date, product and amount.
  1. Read emails
  2. Extract data
  3. Append rows to a table
Stays on your computerEverything can be undoneAutonomous after 20 checked runs in a row

Sales and customers automations in the libraryAll areas

Where the cases come from

  • Roubot is tested with requests written the way a person writes them. These are the ones in the test bench, by area.
    In the test bench
  • The example requests only use action types that already have an action in Roubot. They are not in the test bench.
    Example request
  • To become autonomous, an automation needs 20 checked runs in a row; 60 if any step leaves the machine or cannot be undone.

See it working on your own work

Tell us about a task that repeats in your organisation and we will show you how it would look as a flow, with its log.

hola@roubot.ai