AI Document Automation: From Inquiry to Approved Offer in Minutes

For a premium aesthetic clinic, we built an AI-driven system that automates the entire quote creation and client communication process. The solution processes hundreds of inquiries monthly, drafts personalized offers in minutes, and ensures consistent brand communication.
–90%average response time
95%of inquiries fully processed by AI
more inquiries handled daily

Deep dive

The client, a leading aesthetic clinic, received over 500 inquiries per month, manually sorted and processed by reception. Each inquiry required clarification, doctor selection, and quote creation - a process taking up to several days and often leading to lost leads or inconsistent communication.

Our AI-powered system automates the entire journey: from incoming email to a personalized offer sent within minutes.
It recognizes the intent of the inquiry, detects missing data, follows up automatically, generates a fully branded PDF, and routes it to the doctor for approval, before sending it to the client.

The Challenge

  • 500+ inquiries monthly, manually processed
  • 2–3 days turnaround time
  • Overloaded reception team
  • Inconsistent tone and risk of human error
  • Lost leads due to delayed responses

Services

  • AI backend for inquiry understanding & quote generation
  • Automated email and follow-up system
  • Smart doctor assignment & approval flow
  • Branded dynamic PDF offers
  • Central dashboard for tracking inquiries & quotes
  • Web chatbot for 24/7 lead capture

The Striveonlab Approach

Results

With the new system, the clinic went from slow, manual email processing to a smart, responsive, AI-assisted workflow.
The team can now respond to hundreds of patients within minutes - maintaining quality and personalization without increasing workload.

Key Performance Metrics

–90%average response time
95 %of inquiries fully processed by AI

The Outcome

The clinic now operates with a fully automated document and communication engine, reducing manual workload, accelerating sales, and providing an instant, high-quality experience for every patient.
The system sets a new benchmark for AI-enabled healthcare communication - scalable, secure, and human-centric.

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