AI automation
Meridian Logistics
AI-assisted lead triage and quote generation connected to their CRM and rate sheets.
Logistics · 8 weeks project
The challenge
Sales staff spent hours reading emails and copying details into spreadsheets to prepare quotes, slowing every response.
What we built
We built a workflow that reads quote requests, extracts shipment details, checks rate sheets and drafts a quote for approval inside the CRM.
Services delivered
AI workflow automationCRM integrationDocument extraction
Tech stack
n8nOpenAI APIHubSpot APIGoogle Sheets
The results
6 minQuote turnaround (was 4 hrs)
−35 hrsManual work per week
4Systems connected
+27%Quotes sent per week
Client feedback
“Quotes that took half a morning now go out before the customer has moved on.”
Operations Director, Meridian Logistics