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