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Check Purchase Reasons

Check large purchase reasons and email the right next step

Use this Agent instantly or customize it - no programming needed

Check large purchase reasons and email next steps
Reads
  • Purchase request
    Purchase request

    Your purchase request gives the amount and reason, with a link to the full answers.

  • Justification rules
    Justification rules

    You choose the spending threshold and the questions each large purchase must answer.

  • Approver email address
    Approver email address

    You provide the address for review summaries and issues that need your approver's attention.

Purchase form
Purchase form

Your purchase form sends the purchase answers and a link when someone submits a form.
Purchase form
Is the purchase amount unreadable?YesNo
Email the approver to correct the amount
Writes
  • Purchase issue email
    Purchase issue email

    Your approver gets an email when the amount or requester address needs correction.

Email account
Email account

Your email account sends missing questions to requesters and review summaries to your approver.
Email account
Is the requester email missing?YesNo
Email the approver about the missing address
Writes
  • Purchase issue email
    Purchase issue email

    Your approver gets an email when the amount or requester address needs correction.

Does the reason answer every required question?YesNo
Email the approver a summary and form link
Writes
  • Review summary email
    Review summary email

    Your approver gets the purchase reason and form link when the justification is complete.

Email the requester the missing questions and copy the approver
Writes
  • Missing reason email
    Missing reason email

    Your requester gets the exact unanswered questions, with your approver copied.

This Agent waits for purchase forms above your chosen amount. It checks the reason against your questions. It emails the requester about gaps, or sends you a summary and form link.

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Made for your industry

Check Purchase Reasons is made for businesses in these industries.

Made for your role

Check Purchase Reasons is made for people in these roles.

Made for your department

Check Purchase Reasons is made for people in these departments.

How Check Purchase Reasons works

3 steps, in order, on every run.

  1. Review Large Purchase FormsRead new purchase forms at or above your chosen amount. Check the reason against your required questions.
  2. Identify Missing AnswersFind the exact questions the requester left unanswered. Mark complete reasons as ready for the approver.
  3. Email the Right PersonSend missing questions to the requester and copy the approver. Send complete reasons and the form link to the approver.

How to Get Started

Connect your tools

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

37 tools
Set your rules
  • Connect the purchase form's submission webhook.
  • Ask for requester email, supplier, amount, business reason, and a submission preview link.
  • Set the high-spend threshold, minimum justification questions, and approver email address; connect the sending mailbox.
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 Purchase Reasons:

What do I need to set up?

You connect your purchase form and sending mailbox. You also provide the approver's email address.

Who decides which purchases need a closer look?

You choose the amount threshold and the questions a purchase reason must answer.

What if the requester leaves out an email address?

Your approver gets the issue, so they can follow up without a guessed address.

What if the purchase amount cannot be read?

Your approver gets a note that the amount needs correction before review.

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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