• AI-Agent
  • Ready to Run

Link Completed Agreements

Add completed agreement links to purchase tasks with empty link fields

Use this Agent instantly or customize it - no programming needed

Fill missing agreement links each morning
Reads
  • Morning check time
  • Purchase tasks
  • Procurement recipient email
  • Agreement statuses
  • Recipient shared links
Purchase task tool
Agreement document tool
Flag tasks with invalid document IDs or missing recipient links
Writes
  • Purchase tasks for review
Are there no completed agreements with links ready to add?YesNo
Leave the remaining tasks unchanged
Add each completed agreement link to its purchase task
Writes
  • Updated purchase tasks

This Agent finds purchase tasks without agreement links each morning. It checks the matching agreement's status. It adds your chosen recipient's shared link when the agreement is complete.

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Made for your industry

Link Completed Agreements is made for businesses in these industries.

Made for your role

Link Completed Agreements is made for people in these roles.

Made for your department

Link Completed Agreements is made for people in these departments.

How Link Completed Agreements works

3 steps, in order, on every run.

  1. Find Tasks Missing LinksFind purchase tasks with an agreement document ID and no link. Match those tasks to their agreements.
  2. Check Agreement StatusRead each agreement's status and your chosen recipient's shared link. Skip pending, declined, or canceled agreements.
  3. Add Links to Purchase TasksAdd confirmed links to matching purchase tasks. Flag invalid document IDs or missing shared links for your procurement coordinator. Retry those tasks at the next daily check.

How to Get Started

Connect your tools

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

8 tools
Set your rules
  • Choose the purchase task list and its agreement document ID and agreement link fields.
  • Set the daily check time and the procurement recipient email whose agreement shared link should be copied.
  • Provide access to the agreement documents and the purchase task list.
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 Link Completed Agreements:

What do I need to set up?

Choose the purchase task list and its agreement ID and link fields. Set the morning check time and the procurement recipient email for shared links. Give the Agent access to your tasks and agreements.

What if an agreement isn't complete?

Your purchase task keeps its blank link while the agreement is pending, declined, or canceled. The next daily run checks tasks that still need links.

What happens when an agreement link is missing?

Your procurement coordinator can review tasks flagged for invalid IDs or missing recipient links. The next daily run retries them.

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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