AutomationQuote approved → kick-off and invoicing

Following up an approved quote automatically with AI

As soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.

Quote approved → kick-off and invoicing is ready-made automation in Altramano for sales: as soon as a quote is set to Approved: a kick-off in the diary and a nudge to administration.

It works with Microsoft Outlook and Microsoft Outlook Calendar.

Ready-made automation · department Sales

What it does

Set the status of a quote in the "Quotes" table to Approved. This automation books a kick-off appointment in your diary and sends administration a mail with the details for the first invoice. That way every job starts the same.

What you need

Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.
Microsoft Outlook Calendar — create, search and update events in the Outlook calendar, with triggers on new events, connected through logging in to the service.
Everything that goes out, this template puts to you first: you say yes before anything leaves.

How does following up an approved quote automatically work with AI?

An automation runs in your own environment with fixed steps, the same every time.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail. Microsoft Outlook Calendar: create, search and update events in the Outlook calendar, with triggers on new events.

Everything that goes out, this template puts to you first: you say yes before anything leaves.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

Choose the template in your environment under Templates.
Point at the integrations it needs and fill in at most three settings.
Test with an example, read the run back and say yes before it goes live.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Quote approved → kick-off and invoicing?

Microsoft Outlook and Microsoft Outlook Calendar and a Altramano environment. The approval step is on.

Which department is Quote approved → kick-off and invoicing for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

Does anything go out without me seeing it?

Everything that goes out is set to approve first by default. You can switch that step off per automation once you trust it.

What if something goes wrong?

The run stops, you get a notification, and in Runs you see step by step what happened. The manual names the errors you may meet, with cause and solution.

More for sales

More templates for sales
Sjabloon	Soort	What it does
Quote writer	AI agent	An assistant that turns a few notes into a tidy quote text in your own style.
Follow-up sequence after a quote	automation	Three days after a quote, a friendly follow-up mail, always for approval first.
Quiet quotes after 14 days	automation	Every week, a list of quotes nothing has happened on for two weeks.

All 11 templates for sales

Templates are updated in your Altramano environment.

Last updated: 19 September 2026