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Request Purchase Evidence

Record evidence gaps and email purchase form requesters

Use this Agent instantly or customize it - no programming needed

Request missing purchase evidence
Reads
  • Purchase form update
    Purchase form update

    Your new or revised purchase form starts a review before its approval step.

  • Purchase form
    Purchase form

    Your current form shows the supplier, amount, purpose, quote, and approval status.

  • Correction history
    Correction history

    Your form history shows earlier corrections and evidence requests.

  • Evidence checklist
    Evidence checklist

    Your checklist tells the Agent which purchase evidence the requester must provide.

  • Approval rules
    Approval rules

    Your approval rules set reviewer authority and when the approval step must wait.

  • Requester contact details
    Requester contact details

    Your requester contact details give the Agent an email address and response deadline.

Purchase approval tool
Purchase approval tool

Your purchase approval tool supplies purchase forms and receives notes about missing evidence.
Purchase approval tool
Has the form moved past the approval step?YesNo
End the review
Do the facts conflict or does the reviewer lack authority?YesNo
Note the issue on the purchase form
Writes
  • Purchase form update
    Purchase form update

    Your purchase form shows the exact issue and keeps the approval step waiting.

Does the form already have all required evidence?YesNo
End the review
Has the requester already received this evidence request?YesNo
End the review
Note missing evidence and email the requester
Writes
  • Purchase form update
    Purchase form update

    Your purchase form shows the exact issue and keeps the approval step waiting.

  • Evidence request email
    Evidence request email

    Your requester receives the missing evidence list and a link to the original form.

Email tool
Email tool

Your email tool sends the requester a correction email with the form link and missing evidence.
Email tool

This Agent checks a submitted purchase form, earlier corrections, and your evidence rules. It records missing items and keeps approval waiting. Then it emails the requester a short list and the form link.

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Made for your industry

Request Purchase Evidence is made for businesses in these industries.

Made for your role

Request Purchase Evidence is made for people in these roles.

How Request Purchase Evidence works

3 steps, in order, on every run.

  1. Check the purchase formRead the current form and earlier corrections. Check its evidence against your checklist and confirm the reviewer can act.
  2. Record the evidence gapList missing items on the original form and keep approval waiting. Stop routing if facts conflict or the reviewer lacks authority.
  3. Email the requesterSend a short request for the missing evidence with a link to the original form. Include the response deadline you set.

How to Get Started

Connect your tools

Connect the tools you already use, such as Gmail, Microsoft Outlook or Airtable.

33 tools
Set your rules
  • Purchase form evidence checklist
  • Requester email and response deadline
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 Request Purchase Evidence:

What do I need to set up?

You choose the purchase evidence checklist and response deadline. You also provide the requester's email address.

Does the requester need to start another form?

No. Your requester gets a short list of missing items and a link to the original purchase form.

Can this Agent approve a purchase?

Your authorized reviewer makes the approval decision. The Agent records the gap and keeps the approval step waiting.

What happens if the form changes or the reviewer cannot act?

A person resolves the gap on the original form. The Agent stops routing and records what needs attention.

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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