Hi,

Yes, it is possible to automate this workflow and you can achieve it using automated actions. Here's how:

    Ensure a Project is Linked to the Quotation:

    Add a field to link a project (project_id) to the quotation if it’s not already there.

    Set Up an Automated Action:

    Go to Settings > Technical > Automation > Automated Actions and create a new action.

    Set the Model to sale.order (Quotation).

    Trigger the action "On Update" when the quotation is sent.

    Use the following Python code:

    if record.state == 'sent' and record.project_id:

        task_vals = {

            'name': 'Follow-Up on Quotation %s' % record.name,

            'project_id': record.project_id.id,

            'date_deadline': fields.Date.today() + relativedelta(days=2),  # Schedule in 2 days

            'user_id': record.user_id.id,  # Assign to the salesperson

            'description': 'Follow up on the quotation sent to the customer.',

        }

        self.env['project.task'].create(task_vals)

Hope it helps