Sample, fictional business. Six-person plumbing company, quote follow-up autopilot.
Operations report: quote follow-up autopilot, October 2026
| System and period | Quote follow-up autopilot, workflow v1.2. 1 to 31 October 2026. Generated from the ledger and the run logs. |
|---|---|
| Runs | 212 drafts prepared for 131 quotes with no reply. |
| Approvals | 174 approved as drafted. 21 edited, then approved. 17 discarded. 0 sent without approval. |
| Overrides | 3 drafts held for the owner because they mentioned a discount: 2 approved, 1 discarded. |
| Errors and fixes | 7 Oct: 4 drafts failed after the quote export renamed a column. Fixed 7 Oct, re-run the same day. 19 Oct: AI provider timeout, 40 minutes. 6 drafts delayed, 0 lost. |
| Hours saved | 10 to 13 hours: 195 approved drafts at 3 to 4 minutes each. An estimate from the ledger, not a measurement. |
| Spend against cap | CAD $11.40 of the CAD $25.00 cap. 0 alerts. |
| Ledger excerpt | 14 Oct 09:12: owner requests a guardrail change: hold any draft that mentions "warranty". Staged. 15 Oct 09:12: 24-hour cooling-off ends. Change takes effect. 15 Oct 10:30: independent check of the change: passed. |
| Governance line | Gates: 212 of 212 drafts waited for a person. Guardrail changes: 1, after cooling-off. Independent checks: 1 passed. Model and prompt version: unchanged. |
| Suggested improvement | Add the job's street name to the draft, so the customer can match it to the quote. Needs owner approval and a guardrail review. |