The problem
The company sends forty or fifty quotations a month as PDFs. Some turn into orders, many are simply never followed up. Nobody has time to go back through the sent quotes, and the sales report only shows what was won.
What we set up with Cowork
- A folder holds this month’s quotation PDFs and an export of confirmed orders from the accounting software.
- Cowork matches quotes against orders and lists every quote with no order after 14 days: customer, value, items and date.
- It ranks them by value and drafts a short, polite follow-up for each customer in a Word document. Nothing is sent automatically.
- The brief is saved as a Skill, so the same report takes one instruction next month.
- Optionally, a scheduled task builds the list every Monday morning, while the sending stays with the sales person.
The owner gets a clear list of the money still on the table. The decision about who to call, and what to offer, stays with the people who know the customers.

