Lycia AI Office · Sales
From an enquiry to a quote you can approve.
Bring the enquiry, approved prices, and customer context into one task. Office prepares a quotation file and the accompanying email, then leaves the decision to send with your team.
Get the task brief
Lycia AI Office
Gmail
Office- Request · Items and quantities checked
- Attachment · Quotation.pdf
- Email · Awaiting your approval
An example of the output structure, not a customer result or a live run.
A quotation PDF and an email draft awaiting approval.
Office + pricing/catalog source and email connection
Per enquiry
How the work moves forward.
Extract the request and check the supplied or connected commercial information.
Build the quotation from approved prices and terms; identify anything requiring a commercial decision.
Attach the PDF to a draft email and present it for review and approval.
What stays with your team
A person approves prices, terms, recipient, and the final send. Discounts are not invented or applied without an approved basis.
When information is missing
Hold the quote for clarification when stock, prices, customer identity, or required terms cannot be confirmed.
A brief you can make your own.
Adapt the details to your company, then give the brief to your Office teammate. Required sources and permissions must be configured first.
Before you delegate.
Is this a live customer case study?
No. This page illustrates an Office workflow and a sample output structure. It does not present measured customer results.
Can we adapt this workflow to our company?
Yes. Adapt the brief, source documents, templates, and approval rules. Confirm any required connections or custom extensions during setup.
What setup does this workflow need?
Office + pricing/catalog source and email connection.
Built around the Office workflow.
This is an illustrative use case based on Lycia’s published platform capabilities. The copyable brief describes the intended workflow; exact behavior depends on your sources, permissions, and setup.
Bring us the work
your team wants to delegate.
Show us the process, the tools, and a good example of the result. We’ll plan the Office setup with you.