Find It By Meaning
Search by meaning (v3, the clean render to post): a customer's deposit question is found with zero word overlap, exact-text and AI results arrive together, and every meaning match shows its reason.
Open video ↗SLABOS WORKFLOWS / Catch It Before They Do v2
Revised Catch It Before They Do (v2): AI Request Audit checks a customer's emailed asks against the quote as done, missing or unclear, now with a clean audit panel and a glass-style kitchen.
Catch It Before They Do v2Watch the workflow. Put it to work in your shop.
Keep the conversation attached to the quote and job it concerns.
SlabOS supports connected Gmail and Outlook workflows and linked email conversations. This lets the next person working on a quote see the relevant correspondence without reconstructing it from an individual inbox. The product page also describes semantic search and checking customer requests against the quote.
Mailbox connection and system-email delivery are distinct settings. The operating documentation says a sender must also enable Send system emails as me for system messages to use the connected mailbox. Connecting an account alone does not change every quote, contract or invoice email’s delivery path. Correct record linking is equally important when one customer has several jobs.
Inputs: A connected mailbox, customer messages and the intended project relationship.
Outputs: Record-linked conversations, attachments and reply context.
Use synthetic correspondence to show a material-change request beside the quote it concerns and the resulting reviewed reply.
Search and request-audit results assist review. They do not themselves revise the drawing, accept a change order or establish that a customer request was fulfilled.
Published by SlabOS. Documentation review: September 15, 2026. Basis: Public product and operating documentation. This article is a workflow explanation, not a newly performed product test.
Follow this capability into the connected quote-to-install journey:
The current mail page describes Gmail and Outlook sending, record-linked conversations, semantic search and request-versus-quote audits. The audit identifies requested work as done, missing or unclear against the actual quoted scope. Read the The Mail Engine page →
SlabOS CRM uses quote context on pipeline cards, configurable sales stages and follow-up work. Its public page connects Gmail or Outlook, call history, aging quotes and direct-mail campaigns to the same customer relationships. Read the Pipeline & CRM page →
Continue into the related public explanations for inputs, outputs and scope.
Connect customer messages and attachments to their quote or job context.
Connect the workflow to sales ownership, opportunities and follow-up work.
Understand how call history fits beside customer and project records.
See the customer-facing drawing, document and project experience.
See how countertop geometry, material appearance and the customer presentation connect.
SLABOS IN MOTION 02 FILMS
A closer look at the decisions, details and handoffs that make the work happen.
Search by meaning (v3, the clean render to post): a customer's deposit question is found with zero word overlap, exact-text and AI results arrive together, and every meaning match shows its reason.
Open video ↗Calls and texts are logged to the right lead with recordings kept, you dial from the lead and email from your own inbox, so the history stays when a rep leaves.
Open video ↗Choose a film to play Explore the collection →
The SlabOS knowledge library
Explore the capability guides, workflow articles, product reports and connected resources behind SlabOS.