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Attach Vendor Packets

Attach submitted vendor packets to matching purchase requests

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Attach vendor form packets to purchase requests
Reads
  • Supplier form details
    Supplier form details

    Your completed form provides the supplier ID, request number, and submission ID.

  • vendor form packets
    vendor form packets

    Your vendor form packets include the PDF that suppliers upload with the form.

  • Purchase request
    Purchase request

    Your purchase request shows its supplier, review status, and any existing packet.

Supplier intake form tool
Supplier intake form tool

Your supplier intake form tool provides completed forms and their packet PDFs for matching.
Supplier intake form tool
Purchasing app
Purchasing app

Your purchasing app finds requests by number and holds the packet PDF for the buyer.
Is the packet PDF missing or unreadable?YesNo
Leave the purchase request unchanged
Is the request number missing, unmatched, or duplicated?YesNo
Leave the packet in intake for manual matching
Is the request closed or assigned to another supplier?YesNo
Leave the packet in intake for manual review
Does the request already contain this packet?YesNo
Keep the packet already on the request
Attach the packet PDF to the purchase request
Writes
  • Attached vendor form packets
    Attached vendor form packets

    Your matched purchase request holds the packet PDF for the buyer.

  • Submission reference
    Submission reference

    Your submission ID identifies the completed form that supplied the attached packet.

This Agent waits for a supplier to submit a packet with a purchase request number. It checks the supplier and request, then attaches the PDF for your buyer.

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Airtable
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monday.com
Used as:
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Tally
Used as:
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Cognito Forms
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Wufoo
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Zoho Forms
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Formstack
Used as:
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Kintone
Used as:
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Made for your industry

Attach Vendor Packets is made for businesses in these industries.

Made for your role

Attach Vendor Packets is made for people in these roles.

Made for your department

Attach Vendor Packets is made for people in these departments.

How Attach Vendor Packets works

4 steps, in order, on every run.

  1. Read the vendor formRead the completed vendor form and download its packet PDF. Leave the request unchanged if the PDF is missing or unreadable.
  2. Find the purchase requestFind the request by number in your purchasing app. Read its supplier and review status.
  3. Confirm the request matchesConfirm one open request matches the supplier and lacks the packet. Leave other cases in intake for your team.
  4. Attach the packet PDFUpload the PDF to the request's vendor packet field. Give your buyer the supplier paperwork beside the request.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or Tally.

8 tools
Set your rules
  • Require supplier ID and purchase request number on the vendor form submission.
  • Provide a dedicated vendor packet file field on purchase requests and specify the statuses that remain open for review.
Launch the Agent

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 Packets:

What do I need to set up?

You choose which request statuses remain open for review. Your team adds a packet file field and requires supplier ID and request number on the form.

What happens if the request does not match?

Your procurement team handles missing, duplicate, or supplier-mismatched requests in intake. The purchase request stays unchanged.

Can I use my current supplier form?

Yes, if your form tool can notify on completed submissions and provide the uploaded PDF. The supplier ID must match the ID on your request.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

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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