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Open Supplier Signature Tasks
Put overdue unsigned supplier agreements on procurement owners' task lists
Use this Agent instantly or customize it - no programming needed
- Supplier agreementsSupplier agreements
Your agreement forms contain the supplier entries that need a signature.
- Supplier signaturesSupplier signatures
Your supplier's signature shows whether they have signed the agreement.
- Target signing datesTarget signing dates
Your target signing date tells when the supplier should sign.
- Procurement ownersProcurement owners
Your owner assignment identifies who should receive the follow-up task.
- Agreement statusesAgreement statuses
Your agreement status shows whether a signature still needs follow-up.
- Run dateRun date
Your morning schedule supplies the local date for the overdue check.
Your form workflow tool holds agreement forms and shows overdue entries on owners' task lists.
- Agreements flagged for reviewAgreements flagged for review
Your agreement gets a review flag when its signing date or owner is missing.
- Overdue signature tasksOverdue signature tasks
The owner's task list shows your overdue agreement and target signing date.
This Agent starts each workday morning and checks supplier agreements for overdue signatures. It adds unsigned agreements to their procurement owners' task lists. Your owners see the supplier and target date.
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AirtableUsed as:
- Form workflow tool
Airtable holds agreement forms and shows overdue entries on owners' task lists.
monday.comUsed as:
- Form workflow tool
monday.com holds agreement forms and shows overdue entries on owners' task lists.
AsanaUsed as:
- Form workflow tool
Asana holds agreement forms and shows overdue entries on owners' task lists.
TodoistUsed as:
- Form workflow tool
Todoist holds agreement forms and shows overdue entries on owners' task lists.
PipefyUsed as:
- Form workflow tool
Pipefy holds agreement forms and shows overdue entries on owners' task lists.
TeamworkUsed as:
- Form workflow tool
Teamwork holds agreement forms and shows overdue entries on owners' task lists.
KintoneUsed as:
- Form workflow tool
Kintone holds agreement forms and shows overdue entries on owners' task lists.
Made for your industry
Open Supplier Signature Tasks is made for businesses in these industries.
- Retail
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Made for your role
Open Supplier Signature Tasks is made for people in these roles.
- Procurement Specialist
Put overdue supplier signatures on your follow-up task list.
Show all Agents for the Procurement Specialist role - Procurement Manager
Surface overdue supplier signatures on assigned task lists.
Show all Agents for the Procurement Manager role - Contract Manager
Put overdue supplier signatures on the contract owner's task list.
Show all Agents for the Contract Manager role - Supplier Onboarding Specialist
Put unsigned supplier agreements past due on your task list.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Open Supplier Signature Tasks is made for people in these departments.
- Procurement
Put overdue supplier agreements on each owner's task list.
Show all Agents for the Procurement department - Contract Management
Open signature follow-up tasks for overdue supplier agreements.
Show all Agents for the Contract Management department
How Open Supplier Signature Tasks works
3 steps, in order, on every run.
-
Check supplier agreementsRead agreement forms each workday morning for their target dates and supplier signatures. Find the named owner on each entry.
-
Find overdue signaturesSelect unsigned agreements past their target dates that still await signature. Flag entries with missing dates or owners for review.
-
Add tasks to owner listsMark qualifying agreements for follow-up so they appear on their owners' task lists. Skip agreements already marked for follow-up.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Asana.
7 tools
- Use an agreement form with supplier name, supplier signature, target signing date, procurement owner, and a status for overdue signature follow-up.
- Create a task view for the procurement owner role filtered to overdue signature follow-up, and share entries with the owner named on each form.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Open Supplier Signature Tasks:
You choose the target signing date and name an owner on each agreement form. Add a supplier signature field, then set up the follow-up status and owner's task view.
No. Once an agreement has the follow-up status, later checks skip it.
You can review those agreements. The Agent leaves them unchanged and flags them for review.
You'll need a plan that supports workflow tasks to use the owner's task view.
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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