Today I ran a test to check how LogicGlue handles open quotes in Xero from the last 6 months.
Here’s what I typed:
“Do I have any open quotes in the last 6 months?”
LogicGlue gave me:
• QU-0001 – Atom Yongya, Created 2025-04-11, Status: SENT, Total: $11 AUD
• QU-0002 – Jane Doe, Created 2025-04-23, Status: DRAFT, Total: $1,100 AUD
• Clear explanation that only SENT or DRAFT quotes count as “open”
It nailed the distinction between open vs closed quotes and filtered only what mattered — all within 2–3 seconds.
Why this matters:
This kind of query is common for sales, admin, or finance teams who need to:
I’ll try filtering by contact name or quote amount to test how targeted LogicGlue can get.
Here’s what I typed:
“Do I have any open quotes in the last 6 months?”
LogicGlue gave me:
• QU-0001 – Atom Yongya, Created 2025-04-11, Status: SENT, Total: $11 AUD
• QU-0002 – Jane Doe, Created 2025-04-23, Status: DRAFT, Total: $1,100 AUD
• Clear explanation that only SENT or DRAFT quotes count as “open”
It nailed the distinction between open vs closed quotes and filtered only what mattered — all within 2–3 seconds.
Why this matters:
This kind of query is common for sales, admin, or finance teams who need to:
- Track leads that haven’t moved forward
- Clean up old drafts
- Forecast potential revenue
- Plan follow-up actions with clients
I’ll try filtering by contact name or quote amount to test how targeted LogicGlue can get.
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