Pinocchio Verified Quotation Build (Delivery)

Pinocchio Verified Quotation Build (Delivery)

1. 01

   Confirm the research preview is reachable from the delivery Google account

   Pinocchio runs on a Google account sign-in for the research preview. Verify the operator who will own the client deliverable can open the workspace before you promise a turnaround date, because access is tied to that account rather than to a shared agency tenant.

2. 02

   Write the natural-language work product description before uploading anything

   Describe the deliverable in plain language, for example a repriced sterilisation-kit quotation for a health NGO with transport added. The description drives what Pinocchio builds, so name the output type (quotation, budget roll-up, reconciliation, or sales plan) and the client it belongs to.

3. 03

   Load the source set: original quotation, internal price and lead-time sheet, and freight-forwarder PDFs

   Pinocchio ingests spreadsheets, PDFs, and documents as inputs. Keep the source set tight and named by role so the traceability view stays readable when the client asks which freight PDF set a transport line.

4. 04

   Queue the task as a single-operator run

   Pinocchio processes one task at a time. Do not stack three client quotations into one afternoon and expect parallel completion; sequence them and hold the next upload until the current output returns.

5. 05

   Press each figure in the returned output to open its source cell or sentence

   This is the verification pass that makes the deliverable sellable. Walk every number the client will act on, confirm the citation lands on the right cell or sentence, and note any figure that resolves to a weak or ambiguous source.

6. 06

   Review the arithmetic and discrepancy flags before export

   Pinocchio checks numbers and arithmetic rather than judgment or prose, and flags items such as mismatched validity dates, out-of-window quotes, and mislabeled names. Decide per flag whether it is a client data problem or a genuine pricing error, and record the call.

7. 07

   Export the Excel output and attach the discrepancy log to the client handoff

   The deliverable ships as Excel with citation traceability intact. Pair it with your flag decisions so the client sees both the verified quotation and the list of source issues you caught, which is the part that justifies a retainer rather than a one-off invoice.

8. 08

   Log the run against the client file and reset the queue

   Record which source documents were used, how many flags surfaced, and how long the single-operator run took. That log is what lets an agency price the next quotation build without guessing, and it keeps the research-preview dependency visible to whoever owns delivery.