- AI-Agent
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Start Supplier Setup
Open onboarding work from approved supplier purchases
Use this Agent instantly or customize it - no programming needed
- Purchase task IDPurchase task ID
The task ID tells your Agent which purchase changed and which approval to follow.
- Purchase approvalPurchase approval
Your purchase task shows the latest decision, approver, supplier, and approved amount.
- Supplier documentsSupplier documents
Your supplier documents provide the files the onboarding team needs with the approved request.
- Supplier setup queueSupplier setup queue
You choose the queue where your onboarding team receives supplier setup work.
- Onboarding ownerOnboarding owner
You choose the person responsible for the new supplier setup task.
Your purchase approval tool holds the approval decision and the supplier documents.
- Procurement review taskProcurement review task
Your procurement team gets a task to resolve missing supplier details before setup begins.
Your supplier setup tool gives the onboarding team an assigned task linked to the approval.
- Approval referenceApproval reference
Your setup task links back to the approved purchase and names its human approver.
- Supplier setup taskSupplier setup task
Your onboarding owner gets one task with the approved amount and supplier documents.
This Agent waits for a supplier purchase approval and checks the request. It opens a linked setup task with the amount and documents for your chosen owner.
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AirtableUsed as:
- Purchase approval tool
Airtable holds the approval decision and the supplier documents.
- Supplier setup tool
Airtable gives the onboarding team an assigned task linked to the approval.
AsanaUsed as:
- Purchase approval tool
Asana holds the approval decision and the supplier documents.
- Supplier setup tool
Asana gives the onboarding team an assigned task linked to the approval.
ClickUpUsed as:
- Purchase approval tool
ClickUp holds the approval decision and the supplier documents.
ZoomUsed as:
- Supplier setup tool
Zoom gives the onboarding team an assigned task linked to the approval.
BasecampUsed as:
- Purchase approval tool
Basecamp holds the approval decision and the supplier documents.
PodioUsed as:
- Supplier setup tool
Podio gives the onboarding team an assigned task linked to the approval.
PipefyUsed as:
- Purchase approval tool
Pipefy holds the approval decision and the supplier documents.
- Supplier setup tool
Pipefy gives the onboarding team an assigned task linked to the approval.
Teamleader FocusUsed as:
- Supplier setup tool
Teamleader Focus gives the onboarding team an assigned task linked to the approval.
KintoneUsed as:
- Purchase approval tool
Kintone holds the approval decision and the supplier documents.
- Supplier setup tool
Kintone gives the onboarding team an assigned task linked to the approval.
Made for your industry
Start Supplier Setup is made for businesses in these industries.
- Retail
Open supplier setup tasks for approved merchandise purchases.
Show all Agents for the Retail industry - Consumer Packaged Goods
Open setup work for approved ingredient and packaging purchases.
Show all Agents for the Consumer Packaged Goods industry - Construction
Start supplier setup for approved project purchases.
Show all Agents for the Construction industry - Manufacturing
Open supplier setup for approved purchases of materials and parts.
Show all Agents for the Manufacturing industry - Wholesale Distribution
Start supplier setup after approved inventory purchases.
Show all Agents for the Wholesale Distribution industry - Government
Link approved agency purchases to assigned supplier setup work.
Show all Agents for the Government industry - Healthcare
Open supplier setup for approved medical supply purchases.
Show all Agents for the Healthcare industry - Hospitality
Open setup work for approved food and guest supply purchases.
Show all Agents for the Hospitality industry
Made for your role
Start Supplier Setup is made for people in these roles.
- Procurement Specialist
Carry approved amounts and document links into supplier setup.
Show all Agents for the Procurement Specialist role - Procurement Manager
Move approved purchases into supplier setup with a named owner.
Show all Agents for the Procurement Manager role - Buyer
Hand approved supplier purchases to onboarding with the approval linked.
Show all Agents for the Buyer role - Supplier Onboarding Specialist
Receive assigned setup work with the approval and supplier documents.
Show all Agents for the Supplier Onboarding Specialist role - Vendor Master Data Specialist
Receive approved purchase details before setting up a supplier record.
Show all Agents for the Vendor Master Data Specialist role
How Start Supplier Setup works
4 steps, in order, on every run.
-
Confirm the purchase approvalRead the purchase task and confirm the approver and approved state. Stop if the request was rejected or needs changes.
-
Check the setup detailsReview the supplier details and attached documents. Open a procurement review task if supplier details are missing.
-
Prevent duplicate setup workLook for a setup task linked to the same purchase approval. Stop if one already exists.
-
Open the onboarding taskCreate a setup task with the approved amount and document links. Assign your chosen owner and link the human approval.
How to Get Started
Connect the tools you already use, such as Airtable, Asana or Asana.
10 tools
- Choose the purchase approval project and required approved-state field.
- Choose the supplier onboarding queue and its named owner.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Start Supplier Setup:
You choose the purchase project and the field that marks approval. The Agent starts when a task changes to that state.
You choose the onboarding queue and its named owner. The task links back to the purchase so your team can see the approval.
The Agent opens a procurement review task for your team to handle missing supplier details.
The Agent checks for a setup task linked to the same purchase approval and skips creating another.
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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