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OCTOVO finds the quote on your device, reads the Word document, rewrites it with the new price for item 3 — the previous state is kept as a version — and puts the email to the customer with the changed quote attached in front of you. The file stays with you; the email goes out only on your click.

Use cases · Tuesday, 11:40

In the car. Item 3 in the quote needs changing — and Mr Bauer is waiting for the figure.

The supplier has changed the price for the steel beams; last week’s quote is no longer right. Really you would have to go back to the office, open the document, change the figure, save it as a PDF, write an email. Mr Bauer said he would decide today.

What you say

Send Mr Bauer last week’s quote with the new price for item 3: 4,200 instead of 3,900.

Typed or spoken — in the app or from your phone.

jeder Stand kommt zurück

Jeder frühere Stand kommt zurück.

Trigger
One sentence from you — typed or spoken, from your phone in the same account.
Arms
Files, mailbox, contacts.
Approval
The email: yes. The file it changes — every state comes back with one click.
What leaves your device
The text of the quote as an excerpt to the language model. The file stays on the device; the email goes out only on your click.

Re-enacted

What does OCTOVO do when you have it change a quote?

It finds the file on the device, reads the Word document, checks that item 3 really says €3,900, and rewrites the document with 4,200 — the previous state is saved as a version first. Then it writes the email to Mr Bauer, attaches the quote and puts both up for approval.

Every line in the conversation is a tool that really exists in the app. The names are invented.

Markus Ebner 11:40 re-enacted Re-enacted conversation with invented names.

„Send Mr Bauer last week’s quote with the new price for item 3: 4,200 instead of 3,900.“

  1. Looked for the quote Quotes/Bauer_Hall2.docx done
  2. Read the document item 3: €3,900.00 done
  3. Rewrote the quote with €4,200 previous state saved done
  4. Looked up the contact Mr Bauer · formal done
  5. Wrote the email with attachment Draft · 1 attachment done
  6. Approval needed waiting for you waiting for you

The quote is changed, the email is ready. Item 3 now reads €4,200, the total has moved with it. Last week’s state comes back with one click.

Afterwards

What do you see afterwards?

  1. The draft with attachment

    Under “Waiting for you”: the email to Mr Bauer, short, with the changed quote attached and the sentence on why: “Formal, refers to last week’s quote, only item 3 changed.”

  2. The file with history

    In the “Files” area: Bauer_Hall2.docx — time, trigger, before and after, and the button “Restore this state”.

  3. Nothing final

    The old version is not gone, it is a version. Whatever it clears away sits in the trash for 30 days, which it cannot empty.

With you

What stays with you — and where is the limit?

Stays on your device

  • The file: in the folder it always sat in — just with a new figure. Earlier states sit encrypted next to the database.
  • Who Mr Bauer is and how you address him: in the address book and memory on the device.
  • The log: “file read, rewritten, version saved, draft presented” — with a timestamp.

Where the limit is

  1. Templates: if Word is installed on your Mac, it lets Word save the document, and letterhead, font and header stay intact. Otherwise it writes the file itself — and tells you that formatting may be lost in the process.

  2. It does not invent the figure: 4,200 comes from you. If item 3 does not say 3,900, it changes nothing and asks.

  3. It reads PDFs — including scanned ones — but does not rewrite them. It sends a quote as a PDF if you have filed it as a PDF.

Asked

Questions about this case

Does my letterhead stay intact?

On a Mac with Word installed: yes — Word creates the document itself and saves it with its templates. If Word is missing or not responding, OCTOVO writes the file itself, says so, and the previous state stays as a version.

Can I undo the change?

Any time. In the “Files” area every earlier state is listed with time and trigger; “Restore this state” brings it back. The trash keeps things for 30 days, and OCTOVO cannot empty it.

Does this work with Excel and PDF too?

It writes Excel workbooks as real .xlsx files without Excel having to be installed; the previous state is saved there too. PDFs it reads in full — scanned ones via text recognition — and answers questions about them; it does not rewrite a PDF.

Read on

Related situations

The ability behind it: Files and receipts — every state one click back All use cases

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