AI agents split up the parts pricing and quote writing that used to run on Excel. Automatic price updates, auto-attached part photos, and margin optimization — a 5x quote close rate.
Auto-parts quoting AI · full-AX of an Excel workflow
Rather than “throwing away” Excel, we went the other way and preserved the Excel workflow exactly as it was. The sales team keeps using the templates they know; we built a Sheet Bridge that syncs those templates two ways, then layered three agents on top — parts price sync, quote drafting, and margin optimization. Market prices arrive via automated crawling and normalization every morning before dawn; the quote-drafting agent matches catalog photos and even line-level part codes. Margins are recommended per line by a model trained on 6,000+ historical quotes and closed deals.
Work that one person used to handle is split across multiple agents. The automation runs across the entire flow — not just a few steps.
Crawls and normalizes prices from major parts makers and dealer networks daily — daily market swings Excel could never capture are reflected instantly
Customer requirements → parts matching → auto-drafted quotes (with a human review step)
Auto-matches catalog and real part photos to every quote line — quotes customers can see and understand
Recommends per-part margins and discounts from past transaction and deal-close data — lost quotes are recycled as training data
Vector-indexes past quotes, wins/losses, and repurchase patterns — similar cases recalled instantly
Two-way sync with the existing Excel templates — preserves the sales team’s familiar workflow
Quotes sent, close rate, average margin, and repurchase rate on a single screen
CEO Donghyuk Nam · a dedicated retailer of new automotive parts. A full-AX transformation of a quote workflow once handled by hand in Excel — no price change goes unnoticed, and every quote comes out as a “self-explanatory quote” complete with part photos and optimized margins. With sales no longer tied up writing quotes, the same team handles more consultations and closings — and the quote close rate improved 5x.
Excel workflows, chatbots, AI marketing — whatever the domain, it can be redesigned the same way.
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