Qualify landscaping quotes and visits with scoring and duplicate checks

Quick overview

This demo workflow generates eight fictitious landscaping quote requests, validates and de-duplicates them, then scores each request and routes it to the right follow-up path (missing info, duplicate, urgent, visit required, or standard) while producing a human-review-ready dossier without sending any messages.

How it works

1. Starts manually to run a demonstration batch of eight fictitious quote/visit requests.
2. Normalizes each request and validates required fields (contact details, city, service type, area, requested date, and consent) to flag incomplete submissions.
3. Detects duplicates within the same batch using an email/service/area/date fingerprint and calculates batch-level quality KPIs.
4. Routes incomplete requests to a “needs details” path and drafts a message asking for the missing information without contacting the customer.
5. Routes in-batch duplicates to a “duplicate to arbitrate” path so a person can decide whether to merge or ignore them.
6. Scores eligible, non-duplicate requests and produces an illustrative budget estimate, then prioritizes urgent safety-related cases for immediate human review.
7. For non-urgent requests, determines whether a site visit is required and prepares either a visit-prep dossier or a standard follow-up dossier, then marks every output as pending human approval with no external actions executed.

Setup

1. No credentials are required because the workflow is self-contained and does not call any external services.
2. Run the workflow with the manual trigger, then replace the fictitious input data with your real fields before connecting a form/webhook, CRM, or calendar.
3. If you extend it to real operations, update the validation rules (allowed services, consent requirements, and date/area checks) and add your own storage and messaging/agenda nodes after the human approval checkpoint.