Implementation BlueprintExecution layer

Pinocchio Verified Quotation Sprint (5-7 days)

A fixed-scope engagement that turns a client's source spreadsheets, PDFs, and quotations into one verifiable work product where every figure traces back to a source cell or sentence. Built for agencies serving wholesalers, NGOs, or logistics firms that need auditable quotations and budget roll-ups. Time: 5-7 days.

By InnovaAI ResearchPublished

Document Processing Automation

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Blueprint

Pinocchio Verified Quotation Sprint (5-7 days)

A fixed-scope engagement that turns a client's source spreadsheets, PDFs, and quotations into one verifiable work product where every figure traces back to a source cell or sentence. Built for agencies serving wholesalers, NGOs, or logistics firms that need auditable quotations and budget roll-ups.

Prerequisites
  • A Google account provisioned for the Pinocchio research preview, with confirmation that the team can add source spreadsheets, PDFs, and documents as inputs
  • One client analytical deliverable already built from source documents (quotation, budget roll-up, or reconciliation) to use as the pilot
  • Client sign-off to upload source documents into a third-party tool, since adoption depends on that willingness
  • A single-operator queue established, because Pinocchio processes one task at a time rather than parallel runs
  • The $450/month GDPval tasks plan cost confirmed against the agency's own delivery economics before quoting the client
Execution Timeline
  • 1.Set up the Google account for the research preview and verify document upload works
  • 2.Collect the client's original quotation, internal price and lead-time sheet, and any freight-forwarder PDFs
  • 3.Write the natural-language work product description for the target deliverable
  • 1.Load source spreadsheets, PDFs, and documents into Pinocchio as required inputs
  • 2.Run the first task and inspect the Excel output for citation traceability
  • 3.Log every figure that fails to trace back to a source cell or sentence
  • 1.Press each figure in the result to confirm the source cell or sentence it came from
  • 2.Review flagged discrepancies such as mismatched validity dates or out-of-window quotes
  • 3.Correct mislabeled names or expired validity dates in the source files and rerun
  • 1.Build the repriced quotation with transport added, using the original quotation plus the price and lead-time sheet
  • 2.Cross-check arithmetic on the budget roll-up against the client's own totals
  • 3.Document each arithmetic check and the discrepancy it resolved
  • 1.Produce the final Excel output with full number-to-source traceability
  • 2.Package the verified deliverable with a discrepancy log for the client
  • 3.Walk the client through one traced figure end to end so they can audit it themselves
  • 1.Convert the pilot into a repeatable intake template for the client's next quotation cycle
  • 2.Price the ongoing reconciliation retainer against the $450/month plan cost
  • 3.Hand the single-operator queue to the delivery owner with run notes
$450/month for the GDPval tasks plan, plus 20h of setup labor; a one-time Pinocchio Starter Audit is priced at $3,5005-7 days
ROI Logic

The GDPval tasks plan runs $450/month, so a single $3,500 Starter Audit covers roughly seven months of tool cost before any retainer revenue. Because Pinocchio processes one task at a time, the agency's margin comes from scoping one high-value deliverable per engagement rather than batching many small runs. A monthly reconciliation retainer at even two to three times the $450 plan cost keeps the tool line item under 40% of that revenue.

Deliverables
  • Verified quotation or budget roll-up in Excel with every supported number traced to its source cell or sentence
  • Discrepancy log covering arithmetic errors, mismatched validity dates, and out-of-window quotes
  • Pinocchio-compatible input structure mapping the client's spreadsheets, PDFs, and documents
  • Repeatable intake template for the client's next quotation or reconciliation cycle
  • Client walkthrough recording of one traced figure for audit handoff
Definition of Done

The client can press any figure in the delivered Excel output and land on the exact source cell or sentence it came from, with every flagged discrepancy resolved or documented.

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