AutomationSales appointment → preparation

Preparing sales appointments automatically with AI

Every morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes.

Sales appointment → preparation is ready-made automation in Altramano for sales: every morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes.

It works with Microsoft Outlook and Microsoft Outlook Calendar.

Ready-made automation · department Sales

What it does

Every morning this automation checks which appointments you have today, gathers that customer's quotes for each one and mails you a short preparation: what is going on, what the status is, which question to ask.

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.

How does preparing sales appointments 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 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 Sales appointment → preparation?

Microsoft Outlook and Microsoft Outlook Calendar and a Altramano environment.

Which department is Sales appointment → preparation 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
Lost deal → record the reason	automation	Is a quote set to Lost without a reason?
Weekly pipeline	automation	Every Monday, an overview of your open quotes by stage.
Objection coach	AI agent	An assistant that helps you with a good answer to customer objections.

All 11 templates for sales

Templates are updated in your Altramano environment.

Last updated: 19 September 2026