Quotation Automation
An Excel-based internal workflow for quotation identifiers, country codes, customer abbreviations, dates, versions and file names.
Excel · Naming rules · Version control
01
Overview
This internal tool turns a repeatable quotation-naming convention into a guided Excel workflow.
02
Problem
Quotation files become hard to trace when identifiers, dates and version suffixes depend on memory.
Small inconsistencies create friction when sales, technical and logistics information changes.
03
Approach
Define required fields and a deterministic output pattern.
Validate country code, customer abbreviation, date and version before creating the final file name.
Keep the workflow understandable to a colleague opening the spreadsheet later.
04
What AI Did
AI assisted with rule mapping, edge-case review and implementation drafts.
The naming convention remains a business decision and is kept explicit.
05
Challenges
The system has to be strict enough for consistency but simple enough for daily use.
Version changes must not overwrite an earlier quotation.
06
Result
A working internal-tool pattern is documented. No time-saving or error-rate figure is published.
07
Lessons Learned
The most useful automation often starts with a clear naming rule rather than a complex platform.