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Microsoft 365 automation

How Electrical Businesses Can Streamline Quoting With Microsoft 365 Automation

Learn how quoting workflows can move from chat requests to SharePoint records, approvals and customer emails.

8 min read 17 June 2026

Quote chatbot workflow Demo-accurate guide visual

Chat request

Create a quote for Sarah with 2 downlights and a smoke alarm.

AI routes request

The chatbot recognises quote intent and opens the quote workflow.

Customer, job details and requested line items are staged.

Pricing calculated

SharePoint service rows return material, labour and total.

Staff review

The team checks the quote before anything is sent.

Outlook send

The quote is emailed and the job record can be reopened later.

Outcome Quote ready to send

Microsoft 365 Automation

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