Carson workflows

Prompts to paste into Carson, the 4fleet Assistant. You start each one; Carson asks before it changes or sends anything.

4 min · Runs: manually, twice a dayAsk clients for missing details
List new enquiries that cannot be quoted yet, see exactly which details are missing per job, and get one short draft asking the client for them.
5 min · Runs: manually, two or three times a weekChase quotes that went quiet
Find sent quotes with no answer after three days, get polite follow-up drafts in the client's thread, and follow-up tasks where there is no email.
5 min · Runs: manually, when a request email has no enquiry yetEmail to priced quote
Turn a request email that has no enquiry yet into an enquiry and a priced quote, with your approval before anything is saved or sent.
4 min · Runs: manually, each morningMorning check: jobs with no driver or vehicle
Each morning, list today's and tomorrow's bookings with no driver or vehicle, see who is free with enough seats, and approve each assignment.

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