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Automating quotation creation in logistics with Microsoft CopilotStudio
Brief description
To determine a price for a given freight transport offer, the customer currently uses a complex, manual process. This process is to be automated as far as possible using an AI agent.
Supplement
A responsible agent is set up using Microsoft Copilot Studio. This agent receives the offer text via a Teams channel. Based on the message, the parameters relevant for price determination are read out and forwarded to an Azure function for calculation. The forecast is then made available again via Teams.
Subject description
The system automates quotation creation in logistics sales: it reads inquiries in Teams, extracts all transport-related parameters using Copilot AI, calculates a price, and returns the result to the sales representative. This reduces processing times from hours to seconds, minimizes human input errors, and creates a uniform, traceable calculation process – all within a secure Azure environment. In addition to Copilot Studio, Power Automate was used to implement the process.
Overview
- Industries Logistics
- Specialist tasks calculation, dispatch, artificial intelligence, processing quotations
- DV tasks Prototyping
- System environment Cloud Computing
- Procedure model Rapid Prototyping
Project start01.05.2025
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