← Inbound conversion
Inbound conversion

Speed to quote

For a translation firm, every email and web form is classified, matched to the client record and turned into a drafted quote, with a hard check that stops a wrong number before it ever reaches a customer.

What I built

A production system that handles the full first-response lifecycle for a company receiving a high volume of client document requests: it classifies inbound email and web-form enquiries, files attachments, updates a live CRM ledger, and writes ready-to-send replies for human review. Built as two coordinated workflows, a 224-node email pipeline and a 38-node web-intake pipeline, sharing one CRM, one document store and one set of business-rule documents.

Architecture: eight reasoning paths behind a three-layer safety net

Each AI call is narrowly scoped and schema-constrained. The final gate is deliberately not a model, so a bad draft can be stopped by logic rather than by judgment.
The live email workflow, zoomed out: 224 nodes across eight reasoning paths, fanning out from a single intake and converging on one drafting and compliance path. Node labels are illegible at this scale by design, the point is the shape.

Design decisions

  • Eight separate reasoning paths, each with its own tightly scoped model call, instead of one large catch-all prompt
  • Business rules live in an editable reference document the AI layers read at runtime, so staff can change behaviour without a deployment
  • Thread-aware state matching across mailbox and CRM, so a reply three weeks later still lands on the right record

Production engineering

  • Root-caused and fixed an infinite-retry loop, a JSON-injection bug from unescaped input, and a lifecycle gap that could have billed a client twice
  • Direct API-level integration work to guarantee correct message threading in cases the standard connector could not handle

Result

Live in production on a real client inbox, with a phased rollout planned across the company's remaining mailboxes.

Under the hood

n8n · Microsoft Graph, Outlook and OneDrive · GPT-5-class models

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