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Turn contractor quote requests into order-ready lists

Clean up texted or emailed material lists into your item numbers.

Estimated time saved

Estimated: 5–15 minutes per request. (Estimate; results vary.)

Tools
  • ChatGPT
  • Claude
  • Microsoft Power Automate
  • Excel or Google Sheets

The problem

Contractors send material lists in their own words ("50 sticks 1/2 EMT"), and counter staff translate each line into item numbers.

Step by step

  1. 1Keep an item master with common names and nicknames.
  2. 2Paste the request and item master into AI, or automate with Power Automate.
  3. 3Have AI match each line to an item number and flag unclear lines.
  4. 4Staff confirm before building the quote.

Copy-paste prompt

Prompt
Match each line of this contractor material list to our item master. Return a table: their text, our item number, description, quantity, unit. If unsure, mark "check" and list options. Do not guess.

Item master: [paste]
Request: [paste]

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.

Get this built for your business

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