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Attach Vendor Card W-9s
Add completed W-9s from supplier cards to linked purchase requests
Use this Agent instantly or customize it - no programming needed
- Supplier onboarding cardSupplier onboarding card
The W-9 field update tells the Agent which supplier card to open.
- completed W-9 formscompleted W-9 forms
Your supplier's completed W-9 is the file the buyer needs on the purchase request.
- Purchase request linkPurchase request link
Your supplier card points to the purchase request that should receive the W-9.
- Supplier on both cardsSupplier on both cards
The supplier on the onboarding card must match the supplier on the linked request.
- Purchase request statusPurchase request status
Your request must still await review before the Agent adds the W-9.
- Existing request attachmentsExisting request attachments
Your request's current files show whether the same W-9 is already there.
The Agent reads supplier cards and adds W-9s to linked requests in your purchasing workflow tool.
- Onboarding card flagOnboarding card flag
Your coordinator can find a missing link or supplier mismatch on the supplier card.
- W-9 on purchase requestW-9 on purchase request
Your buyer can open the W-9 from the matching request alongside its existing files.
This Agent starts when a completed W-9 reaches a supplier onboarding card. It checks the linked request's supplier and review status. It adds the file once for the buyer.
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AirtableUsed as:
- Purchasing workflow tool
The Agent reads supplier cards and adds W-9s to linked requests in Airtable.
monday.comUsed as:
- Purchasing workflow tool
The Agent reads supplier cards and adds W-9s to linked requests in monday.com.
KintoneUsed as:
- Purchasing workflow tool
The Agent reads supplier cards and adds W-9s to linked requests in Kintone.
Made for your industry
Attach Vendor Card W-9s is made for businesses in these industries.
- Construction
Attach subcontractor W-9s to their pending purchase requests.
Show all Agents for the Construction industry - Wholesale Distribution
Carry new vendors' W-9s into their purchase requests.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Put new suppliers' W-9s on purchase requests for materials.
Show all Agents for the Manufacturing industry - Healthcare
Keep supplier W-9s with purchase requests awaiting review.
Show all Agents for the Healthcare industry - Government
Attach supplier W-9s to purchase requests before approval.
Show all Agents for the Government industry - Property Management
Add contractors' W-9s to purchase requests before review.
Show all Agents for the Property Management industry
Made for your role
Attach Vendor Card W-9s is made for people in these roles.
- Procurement Specialist
Add each supplier's W-9 to its pending purchase request.
Show all Agents for the Procurement Specialist role - Procurement Manager
Keep supplier W-9s on requests your buyers review.
Show all Agents for the Procurement Manager role - Supplier Onboarding Specialist
Move returned supplier W-9s to matching purchase requests.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Attach Vendor Card W-9s is made for people in these departments.
- Procurement
Attach each supplier's W-9 to its pending purchase request.
Show all Agents for the Procurement department
How Attach Vendor Card W-9s works
4 steps, in order, on every run.
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Read the supplier cardFind the completed W-9 and follow the card's link to its purchase request.
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Check the purchase requestConfirm the supplier matches and the request still awaits review. Look for the W-9 among its attachments.
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Skip duplicates and mismatchesSkip the run when the W-9 is missing or already attached. Flag a broken link or supplier mismatch for the coordinator.
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Attach the W-9Add the file to the purchase request. Keep its existing attachments intact so the buyer can open the W-9 there.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Kintone.
3 tools
- Connect the supplier onboarding cards to purchase request cards and identify the W-9 and request-attachment fields.
- Limit the run to purchase requests still awaiting review and grant the Agent access to both card types.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Vendor Card W-9s:
You link supplier onboarding cards to purchase requests and identify the W-9 and attachment fields. You also set the pending-review status and give the Agent access to both card types.
Your coordinator gets a flag on the onboarding card, and the purchase request stays untouched.
No. The Agent checks the request's attachments and skips the W-9 if it is already there.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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