Example automations ยท as-is

Machine Shops

Example automations applied to the paperwork between the print and the part.

RFQs, drawings, outside processes, CoCs, shop status โ€” adapt to your Gmail and Sheets.

InTouch is a general-purpose automation platform. This page shows how it can be applied to small-shop manufacturing workflows using example skills and jobs from the InTouch Hub. The same platform runs in other industries and handles workflows we haven't published examples for.

The examples below handle the spec/quote/release/ship paperwork that lives between your front desk and the shop floor.

These are examples, not turnkey products. Every shop has its own quote log, traveler flow, and CoC template. Read the README and YAML for each before running.

The pain we're targeting

RFQs pile up faster than you can quote

Email comes in from 15 customers a day. Some are real RFQs with prints attached, some are status checks on quotes you sent two weeks ago, some are change orders. Triaging by hand is a half-hour every morning.

Drawings revise mid-production

Customer sends rev D on Tuesday. You're already running rev C since Monday. By the time anyone notices, you've got 40 parts you can't sell. Extracting the part number and rev from each PDF title block doesn't have to be a human job.

Outside processes ship and never come back

Heat treat lot at the vendor since the 14th, supposedly back yesterday. You call to check. Spreadsheet says nothing. The job needs them for the assembly tomorrow.

CoCs are death by template

Every shipment needs a Certificate of Conformance. Same template every time, but each customer has tweaks: their PO number, your traveler number, the material lot, the heat-treat cert reference, the inspector who signed off. 15 minutes per shipment that doesn't have to be human.

Specs are unfamiliar territory

Drawing calls out AMS 2750. Your QE manager knows it; the lead programmer doesn't. A fast structured summary of what the spec requires, what's typical, and what shops get wrong saves a half-hour Google search.

End-of-day status is in your head

How many open quotes? Rush queue depth? Stale RFQs to chase? Shipments waiting on CoC? You know it by feel. A printed one-pager at 7 AM saves you a brain dump.

Example AI skills

Reference and analysis tools tuned to aerospace/medical/general-machining vocabulary.

Spec Summary

Paste an AMS, ASTM, MIL-STD, NAS, ASME, or ISO spec number. Get a 60-second orientation: title, scope, key requirements, who invokes it, common pitfalls, verification trail. Refers you to the actual document for exact numbers (specs are copyrighted).

GD&T Explainer

Paste a GD&T callout or describe a feature; get a plain-English breakdown of what the tolerance is asking for, how it's measured, and what often gets confused with what.

Material Substitute

Customer calls out AMS 5604 (17-4 H1075). Stockless. What are the practical substitutes, what's the customer-approval risk, and what cert paperwork changes? Answers with sourcing context.

Quote Estimator

Sanity check a quote. Given the part scope and your hourly rates, returns hours/labor/material/markup breakdown plus risks that could blow the price. Pairs with your real estimating process.

Example automation jobs

Scheduled or trigger-driven. Read from Gmail labels and Google Sheets you maintain, digest to the channel of your choice.

RFQ Triage

Polls Gmail for new RFQ emails. Claude classifies each one: customer, project, parts, rush vs standard, complexity. Logged to a QuoteLog Sheet, digest to the front office.

Drawing Rev Watcher (Gmail-based)

Watches Gmail for drawing-revision emails. Extracts part number + revision from each PDF title block via Claude, looks the part up in DrawingsTracker, archives the old drawing on rev change, alerts production. Catches rev changes mid-production before parts get made wrong.

CoC Generator

When a ShipLog row flips to "ready-for-coc", generates the Certificate of Conformance PDF from a template + the row's data (PO, traveler, lot, inspector). Customer-specific tweaks supported via per-customer template overrides.

Outside Process Tracker

Tracks lots out for heat treat, plating, anodize, NDT. Alerts on lots stale past the promised return date. Pairs with your traveler workflow.

Shop Status Digest

Once-a-day plain-text digest of open quotes, rush queue, stale RFQs to chase, shipments ready for CoC, CoCs sent today. Goes to the owner subscriber via the channel you've configured.

Quote Follow-up

Weekly digest of quotes you sent 7+ days ago without a response. The owner decides who to call; the job is the nag.

How it works

1. Install

Download the free Personal edition of InTouch. Browse the InTouch Hub, pick the jobs and skills you want, click Install. Or use the REST API.

2. Adapt

Each job has placeholders (Sheet IDs, Gmail labels, credential names, recipient publishers). Read the README, set the placeholders, point at your actual sources. Verify locally before scheduling.

3. Schedule

Attach a daily/hourly schedule. InTouch runs the job, sends the digest to your channel (email, Slack, Discord, Teams), and logs every run.

What you don't get

Being upfront so there are no surprises:

  • No ERP / MRP integration. The jobs work off Google Sheets you maintain. Pairing with Plex, Epicor, or JobBOSS is a customer-specific project.
  • No NIST 800-171 / ITAR-aware automation. InTouch runs on your hardware; you control where data lives. The example jobs assume Google Workspace data flow. If you're DFARS-bound, talk to us about an on-premises-only setup.
  • No CMM data ingestion. Inspection automation (capturing CMM output into a QA database) is a real Phase-2 project; not in the example set today.
  • No quote pricing. The estimator uses your hourly rates. We're not in a position to know your true labor cost.

Try It

Personal edition is free. Install on your shop-office PC, paste your service account JSON, point at your QuoteLog and ShipLog Sheets.

Download Personal Edition Browse the Hub