Commercial Operations Platform
Uses Historical Jobs and Structured Templates to Improve Quote and Compliance Workflows

The business was producing complex operational quotes and compliance documents in a category where quality depends heavily on historical context, repeatable rules, and clear document structure.

Generic AI output was not enough. The workflow needed to reference prior jobs, reflect domain-specific constraints, and generate outputs that looked consistent with how the business already operated.

The challenge was to combine retrieval, structured form inputs, and document rules into a process that was useful in production rather than just interesting in demos.

We built a quote-generation workflow that combines structured user inputs with retrieval over a historical job library, then uses those matched examples to guide generation.

Technology Stack

• Vector search: Historical jobs are indexed and retrieved by similarity so generation starts from relevant operational precedent.
• Workflow engine: Structured user inputs are turned into consistent search and generation requests instead of free-form prompts.
• Document builder: Compliance-oriented outputs are assembled through template logic rather than uncontrolled long-form generation.
• Operations platform: Quote and document workflows live inside the same user environment for review, overrides, and finalisation.
• Override controls: Users can inspect matched context, adjust calculated values, and guide the final output before completion.

The platform gives users a more disciplined starting point for both quote drafting and compliance documentation.

Instead of beginning from a blank page, teams can work from historically similar jobs, structured prompts, and predefined document logic, which improves consistency and reduces rework.