Q: Offers Automation
Hello,
Is it possible to auto offer workflow, i.e: fix the offer data, imput client name , offered items, price and Diaflow do the rest and complete the offer !
Dung_Diaflow
Mar 9, 2025A: Hi mourad409,
Yes, you can create an automated offer workflow in Diaflow! Here’s how:
1. Input Data: Create an “Apps & Tools” project and add a Form Input node to collect the client’s name, offered items, and price. Optionally, use a Diaflow Table to store this data if you want to keep a record of customer information.
2. Process Data: Add an LLM node (e.g., 01 preview) with a prompt such as: “Generate a professional offer document including @client_name, @items, and @price.” You can predefine the offer template within the prompt. Alternatively, if you already have a template, you can add a file attachment field in the Input Data step and instruct the AI to use your provided form.
3. Output: Use an Output node to display the completed offer, or add an SMTP Email node to send it directly to the client (e.g., via Outlook).
If it does not work, please send us an email at support@diaflow.io for further assistance
Best,
Diaflow team.