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Check Supplier Clearance

Check supplier status for new purchase requests and alert purchasing

Use this Agent instantly or customize it - no programming needed

Check supplier clearance for a new purchase request

Reads

purchase request
purchase request
Your new request names the proposed supplier and links to the purchase awaiting review.
supplier directory entry
supplier directory entry
Your supplier entry shows its current approval status, any hold reason, and last update.
allowed supplier statuses
allowed supplier statuses
You choose which supplier statuses count as cleared for this purchase check.

Purchase request app

Purchase request app

Your purchase request app provides each new request and its supplier ID for review.

Supplier directory

Supplier directory

Your supplier directory shows the supplier's approval status, any hold, and when it changed.

Is the supplier ID missing from the request?YesNo

Send the request link with a missing supplier ID finding.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

Purchasing chat

Purchasing chat

Your purchasing chat brings the request link and supplier finding to your purchasing reviewer.

Is the supplier directory unavailable?YesNo

Send an unverified finding requesting a manual supplier check.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

Is there no matching supplier entry?YesNo

Send the request link with the missing directory match.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

Is the supplier status too old under your rule?YesNo

Send an unverified finding requesting a manual supplier check.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

Is the supplier on hold or outside the allowed statuses?YesNo

Send the request link with the status and clearance issue.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

Send the cleared supplier status and request link.

Writes

supplier clearance message
supplier clearance message
Your purchasing reviewer gets the request link, status when available, and any clearance issue.

This Agent reads a new purchase request and checks the supplier's directory status. It compares that status with the rules you choose. Your reviewer gets a chat message with the request link and any clearance issue.

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Airtable

Used as:

Purchase request app
Airtable provides each new request and its supplier ID for review.

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monday.com

Used as:

Purchase request app
monday.com provides each new request and its supplier ID for review.
Supplier directory
monday.com shows the supplier's approval status, any hold, and when it changed.

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Asana

Used as:

Supplier directory
Asana shows the supplier's approval status, any hold, and when it changed.

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ClickUp

Used as:

Purchasing chat
ClickUp brings the request link and supplier finding to your purchasing reviewer.

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Zoom

Used as:

Purchasing chat
Zoom brings the request link and supplier finding to your purchasing reviewer.

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Telegram

Used as:

Purchasing chat
Telegram brings the request link and supplier finding to your purchasing reviewer.

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WhatsApp Notifications

Used as:

Purchasing chat
WhatsApp Notifications brings the request link and supplier finding to your purchasing reviewer.

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RingCentral

Used as:

Purchasing chat
RingCentral brings the request link and supplier finding to your purchasing reviewer.

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Chatwork

Used as:

Purchasing chat
Chatwork brings the request link and supplier finding to your purchasing reviewer.

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Kommo

Used as:

Purchasing chat
Kommo brings the request link and supplier finding to your purchasing reviewer.

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Connecteam

Used as:

Purchasing chat
Connecteam brings the request link and supplier finding to your purchasing reviewer.

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Pipefy

Used as:

Supplier directory
Pipefy shows the supplier's approval status, any hold, and when it changed.

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NetSuite

Used as:

Supplier directory
NetSuite shows the supplier's approval status, any hold, and when it changed.

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Kintone

Used as:

Purchase request app
Kintone provides each new request and its supplier ID for review.

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Made for your industry

Check Supplier Clearance is made for businesses in these industries.

Retail
Send supplier clearance findings for inventory purchase requests.
Show all Agents for the Retail industry
Construction
Show supplier clearance for purchases tied to building projects.
Show all Agents for the Construction industry
Wholesale Distribution
Show supplier status before reviewers approve stock purchases.
Show all Agents for the Wholesale Distribution industry
Manufacturing
Send current supplier status to reviewers of parts purchases.
Show all Agents for the Manufacturing industry
Healthcare
Alert purchasing reviewers to holds on medical suppliers.
Show all Agents for the Healthcare industry
Government
Show supplier approval status before public purchase requests move ahead.
Show all Agents for the Government industry

Made for your role

Check Supplier Clearance is made for people in these roles.

Procurement Specialist
Check proposed suppliers against current approval statuses.
Show all Agents for the Procurement Specialist role
Procurement Manager
Spot supplier holds before your team approves purchase requests.
Show all Agents for the Procurement Manager role
Buyer
See a supplier's current approval status with each purchase request.
Show all Agents for the Buyer role

Made for your department

Check Supplier Clearance is made for people in these departments.

Procurement
Send supplier clearance findings to purchasing reviewers in chat.
Show all Agents for the Procurement department

How Check Supplier Clearance works

4 steps, in order, on every run.

Read the purchase requestRead the new request for the proposed supplier and a link your reviewer can open.
Check supplier statusLook up the supplier in your directory and read its current approval status. Flag a missing match for review.
Compare clearance rulesCompare the supplier's status with the statuses you choose. Flag holds and statuses your rule treats as stale.
Alert the purchasing reviewerSend the request link and supplier finding to your purchasing chat. Call out missing information or an unverified status for manual review.

How to Get Started

Connect your tools

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

14 tools

Set your rules

Choose the purchase request table, supplier ID field, supplier directory connection, allowed supplier statuses, and purchasing review chat conversation.

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 Check Supplier Clearance:

What do I need to set up?

Choose your purchase request table and supplier ID field. Connect a readable supplier directory keyed by that ID. Choose allowed statuses and a purchasing review chat.

What happens when the supplier is missing?

Your reviewer gets a chat message naming the missing supplier ID or directory entry. They can check the supplier before approving the request.

What if the supplier status is outdated?

You choose when a status counts as stale. Your reviewer gets an unverified finding and a request to check the supplier manually.

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.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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