Client Quote Generator

/**
 * Client quote generator. A quote request comes in from a public form,
 * AI drafts the quote from your rate card, a human approves it, and the
 * quote goes out from your own Microsoft 365 mailbox. Every quote is
 * persisted to a stream for reporting.
 *
 * Setup:
 *   1. swirls add microsoft send_mail
 *   2. Deploy, then authorize the Microsoft connection in Cloud -> Connections.
 *   3. Edit the rate card in the draft_quote prompt to match your pricing.
 */

connection client_microsoft {
  label: "Client Microsoft 365"
  provider: microsoft
}

schema quote_request_payload {
  label: "Quote request"
  schema: @json {
    {
      "type": "object",
      "required": ["contact_name", "contact_email", "company", "project_description"],
      "properties": {
        "contact_name": { "type": "string", "title": "Your name" },
        "contact_email": { "type": "string", "format": "email", "title": "Email" },
        "company": { "type": "string", "title": "Company" },
        "project_description": { "type": "string", "title": "What do you need?" }
      }
    }
  }
}

form quote_request {
  label: "Request a Quote"
  visibility: public
  schema: quote_request_payload
}

workflow generate_quote {
  label: "Generate Quote"
  description: "Draft a quote from the rate card, hold for human approval, then email it to the client."

  root {
    type: code
    label: "Receive request"
    inputSchema: quote_request_payload
    code: @ts { return context.nodes.root.input }
    outputSchema: quote_request_payload
  }

  node draft_quote {
    type: ai
    label: "Draft quote"
    kind: object
    model: "google/gemini-2.5-flash"
    prompt: @ts {
      const req = context.nodes.root.output
      return "Draft a service quote.\n\nRate card:\n- Discovery and scoping: 950 flat\n- Workflow build: 1800 per workflow\n- Integration setup: 600 per system connected\n- Monthly run and support: 400 per month\n\nRequest from " + req.contact_name + " at " + req.company + ":\n" + req.project_description + "\n\nPick only the line items the request needs, compute the total, and write a short professional email presenting the quote. Address the client by first name. Do not invent services that are not on the rate card."
    }
    schema: @json {
      {
        "type": "object",
        "required": ["line_items", "total", "email_subject", "email_body"],
        "properties": {
          "line_items": {
            "type": "array",
            "items": {
              "type": "object",
              "required": ["description", "amount"],
              "properties": {
                "description": { "type": "string" },
                "amount": { "type": "number" }
              }
            }
          },
          "total": { "type": "number" },
          "email_subject": { "type": "string" },
          "email_body": { "type": "string" }
        }
      }
    }
  }

  node approve_quote {
    type: code
    label: "Approve quote"
    code: @ts { return {} }
    review: {
      enabled: true
      title: "Approve this quote"
      description: "The drafted quote is in the draft_quote node output. Approve to send it to the client, or reject to stop the run."
      schema: @json {
        {
          "type": "object",
          "properties": {
            "notes": { "type": "string", "title": "Internal notes" }
          },
          "additionalProperties": false
        }
      }
      actions: [
        { id: "send", label: "Send quote", outcome: "approve" },
        { id: "reject", label: "Reject", outcome: "reject" }
      ]
    }
  }

  node send_quote {
    type: integration
    label: "Send quote"
    connection: client_microsoft
    action: microsoft_send_mail
    params: @ts {
      const req = context.nodes.root.output
      const quote = context.nodes.draft_quote.output
      return {
        message: {
          subject: quote.email_subject,
          body: { contentType: "text", content: quote.email_body },
          toRecipients: [
            { emailAddress: { address: req.contact_email, name: req.contact_name } }
          ]
        },
        saveToSentItems: true
      }
    }
  }

  node record_quote {
    type: code
    label: "Record quote"
    code: @ts {
      const req = context.nodes.root.output
      const quote = context.nodes.draft_quote.output
      return {
        company: req.company,
        contact_email: req.contact_email,
        total: quote.total,
        sent_at: new Date().toISOString()
      }
    }
  }

  flow {
    root -> draft_quote
    draft_quote -> approve_quote
    approve_quote -> send_quote
    send_quote -> record_quote
  }
}

stream sent_quotes {
  label: "Sent quotes"
  workflow: generate_quote
  version: v1

  versions: {
    v1 {
      schema: @json {
        {
          "type": "object",
          "properties": {
            "company": { "type": "string" },
            "contact_email": { "type": "string" },
            "total": { "type": "number" },
            "sent_at": { "type": "string" }
          }
        }
      }
      prepare: @ts {
        return context.output.record_quote
      }
    }
  }
}

trigger on_quote_request {
  form:quote_request -> generate_quote
  enabled: true
}