Use Google Docs to prepare a quotation assumption section
Example: A customer quote names a price but has no collection location. The supplied price includes local collection only.
Keep Google Docs as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A customer quote names a price but has no collection location. The supplied price includes local collection only.
Provider documentation. The documentation gives information about creation and modification of documents through its API. Document operations and account authorization remain distinct requirements.
Make account access explicit
If Google Docs is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the supplied quote and approved assumptions.
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Prepare the missing collection assumption.
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Send the exact proposed passage to the owner.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Identify the exact document before the task. Give the assistant the approved text source. Use a copy for the first edit test and compare the resulting content.
The assistant must not add a new commercial condition without the owner's approval.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
The proposed passage gives local collection at the supplied location. Delivery remains outside the quoted scope.
The owner gives approval for the passage before sending the revised quote.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Google Docs directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.