AI RFQ Data Extraction Agent for Pump and Flow Equipment Sales

How Cassidy automates using AI

Step 1: Trigger on inbound RFQ

The Workflow activates when a new email arrives in your sales inbox or when files land in a monitored SharePoint or Google Drive folder—capturing PDFs, Excel BOMs, and spec attachments automatically.

Step 2: Extract and normalize RFQ data

Cassidy parses each document using OCR and table detection, pulling line items, quantities, part numbers, duty conditions (flow, head, NPSH), materials, seal types, motor specs, and connection requirements into structured fields with confidence scores.

Step 3: Match items to your catalog

The Workflow searches your Knowledge Base and connected item master for exact and fuzzy matches, identifying stock pumps versus engineered-to-order equipment and flagging approved alternates or up-sell opportunities based on duty and materials.

Step 4: Retrieve pricing and lead times

Cassidy pulls current costs from vendor price books, distributor agreements, and supplier portals—applying customer-specific pricing matrices, margin rules, and freight calculations to each line item.

Step 5: Generate quote and supporting documents

The Workflow builds structured quote lines mapped to your ERP fields (SKUs, UOM, tax codes, BOMs) and packages the customer-facing quote with pump curves, datasheets, and compliance statements.

Step 6: Route for review and send

Low-confidence extractions, non-standard materials, or margin exceptions route to your applications engineer for approval. Once approved, Cassidy emails the quote, logs the activity to your CRM, and sets follow-up tasks.