Source Direct Inc.
From quote requests to account follow-ups, with less manual work
Six AI-assisted workflows supporting quotes, orders, logistics, and account follow-up. After one month of use, Source Direct reports saving roughly 15 staff hours a week.
- Project stage
- AI WORKFLOWS · IN USE
- Our work
- AI Assistants · Order Checks · Logistics Follow-Up · Account Workflows
The project
Source Direct’s AI integration brings together six areas of everyday work: preparing quotes, checking purchase orders, organizing freight updates, onboarding distributors, tracking artwork approvals, and following up with existing accounts.
The original scope centers on review-ready drafts, checks, and recommendations. Staff retain control over pricing, orders, customer messages, account decisions, and production approvals. In its first-month feedback, Source Direct reports achieving its target of roughly 15 staff hours saved each week.
Our approach
Make incoming requests easier to review
The scope combines quote preparation and purchase-order checks with approved product, price, and unit data. Missing specifications, ambiguous quantities, duplicate orders, and price mismatches are flagged for staff attention.
Keep the next follow-up visible
Freight replies, distributor inquiries, custom-job artwork versions, and account history are organized into review queues. Drafts and source records help staff decide what to do next.
Build around staff approval
The original rollout plan begins with a supervised quote and purchase-order pilot, then adds the remaining workflows. Testing, documentation, and staff training are included in the scope, with review before launch.
Original AI integration scope
The original six-system package connects sales intake, logistics, custom jobs, and account follow-up through approved emails, files, and shared review tools. These are the scoped workflow areas; the client’s experience after one month is shared below.
Planned workflows
- Quote-preparation assistant: organizes requests, checks missing specifications, and drafts quotes using approved prices and formulas.
- Purchase-order entry and error checks: extracts order fields, flags duplicates or mismatches, and prepares an entry table for staff review.
- Freight quotes and shipment follow-up: compares supplied carrier replies, identifies missing information, and drafts shipment-status updates.
- Distributor onboarding and follow-up: assembles inquiry checklists, review packets, and follow-up queues for staff decisions.
- Custom orders and artwork approvals: tracks specifications, file versions, revisions, and explicit approval records.
- Repeat orders and account follow-up: uses authorized order history to prepare account briefs and follow-up drafts for existing customers.
- Original package setup
- $4,500 USD
- Support in the original scope
- $550/month
The original proposal estimated a 6–8 week rollout, starting with a two-week supervised pilot. Support was scoped to begin after full-package acceptance; approved third-party software is billed separately. The payment screenshots below show individual successful charges, and the testimonial reflects the client’s reported experience.
In their words
“Our target was saving the team roughly 15 hours a week right out of the gate, and we are happy to report we have achieved these efficiencies. We have loved partnering with VenoxAI!”
