From inbox to quote

How my assistant works

Steven Di Pietro · 10 Nov 2026

Overview before the live walkthrough

The day starts from a to-do list

Kept by the assistants. One item was the Venchi 2027 quote – an HS Brands request.

✓

Client follow-upReply and next step

✓

Report QCWave check before send

✓

Venchi 2027 quote – build pricingHS Brands request

Weekly wrapFile notes and actions

Assistant updating the list

Venchi quote – from sources to price

Fri 6 Nov: 14 questions in two rounds (10 pricing · 4 programme). Built from filed discovery emails and call transcripts.

Sources

Emails + transcripts

Questions

14 asked in 2 rounds

Answers

Steven's replies

Quote

Itemised USD ex-tax

What was asked

Pricing (10)

Visit fee by market Setup Translation Dashboard Quarterly reporting Audio Tax Purchase allowance Store count Self-audit

Programme (4)

Shopper selection Report contents Dashboard detail Project management

Feeding answers → quote

Final quote (USD, ex-tax)

Japan75 / visit

Australia65 / visit

Malaysia / Indonesia / Philippines45 / visit

Other markets (blend)55 / visit

Setup + local language ×61,700 one-off

Per round (indicative)~8,400

Context through Obsidian

HS Brands client page at the centre – 247 filed emails, deals, people, end-clients, transcripts, past jobs.

HS Brands
client page

Email threads
247 filed

People

Deal notes

Call
transcripts

Past jobs

End-clients
(Ipsos)

Example – KitchenAid request

Ipsos for Whirlpool · Global D2C

23 OctIpsos request
26 OctHS Brands questions
30 OctHS Brands chaser
2 NovIpsos answers
3 NovBrief to Steven

One note links to

Deal Ipsos 6 people Earlier job (lost Oct)

Every way information reaches a topic

One Obsidian topic gathers five channels – notes, voice, email, calls and the web. Hover or tap a bubble for detail.

VENCHI

How information gets in

Mac Studio right-click → Quick Action. Sent mail is copied in automatically.

Email.eml

Vault · HS Brands

Note created · filed to client

Wiki links: [[HS Brands]] · deal · people

Auto-linked · ready for the assistant

Also: sent emails are copied into the vault automatically. No re-filing by hand. Links to client, deal and people are written as the note lands.

Secure reporting for clients

From Sassie data to a client reporting site behind Cloudflare login on our website.

1

Sassie data

Sassie export or Sassie API

2

Grok builds

Client reporting website

3

Secure login

Cloudflare Access – password or Microsoft sign-in on our website

Live example: Dulux reporting

Client reporting preview

Historicals kept, even when questionnaires change

Different questionnaires or groups combined into one reporting system – something Sassie struggles with

Clients can request their own reporting

What this means for HS Brands requests

01

Faster quotes

Discovery already filed – questions and pricing land quicker.

02

Consistent answers

Same structure every time: sources → questions → itemised quote.

03

Traceable

Every figure and answer points back to a filed source.