• AI-Agent
  • Ready to Run

Link Supplier Quotes

Add queued supplier quotes to their original purchase requests

Use this Agent instantly or customize it - no programming needed

Link a repeat quote to its purchase request
Reads
  • Queued quote task
  • Purchase request ID
  • Supplier name
  • Quote attachment
  • Quote task link
Task management tool
Open the queued task and read its quote details
Does the task lack one request ID or one readable quote attachment?YesNo
Leave the task in the buyer queue for correction
Does the purchase request reject the ID or block access?YesNo
Leave the task in the buyer queue and record the failed handoff
Writes
  • Failed handoff result
Purchase request tool
Add the quote, supplier name, and task link to the purchase request
Writes
  • Purchase request with quote

This Agent waits for a repeat quote task in your buyer queue. It checks the request ID and quote file. It adds the quote and task link to the original purchase request.

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Google Drive
Used as:
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Airtable
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monday.com
Used as:
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Asana
Used as:
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Google Contacts
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Podio
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Pipefy
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Kintone
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Made for your industry

Link Supplier Quotes is made for businesses in these industries.

Made for your role

Link Supplier Quotes is made for people in these roles.

Made for your department

Link Supplier Quotes is made for people in these departments.

How Link Supplier Quotes works

3 steps, in order, on every run.

  1. Read the queued quoteOpen the new quote task and read its request ID. Find the supplier's attached quote and task link.
  2. Check the quote detailsConfirm the task has one request ID and one readable quote. Leave incomplete tasks in the buyer queue for correction.
  3. Add the quote to its requestAdd the supplier's quote and task link to the named purchase request. Leave the task in the buyer queue if the request rejects the update.

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
  • Use a repeat quote queue whose tasks contain the original purchase request ID and the supplier's quote attachment.
  • Connect the purchase request tool so the Agent can add the quote file and a link back to the quote task; assign a buyer to fix incomplete tasks.
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 Supplier Quotes:

What do I need to set up?

Set up a repeat quote queue for your buyer. Add the original request ID and supplier quote to each task. Connect your request tool and assign a buyer to fix incomplete tasks.

What happens if a quote task is incomplete?

The Agent leaves the task in your buyer queue for correction. Your buyer can provide the missing ID or readable quote.

What if the purchase request can't accept the quote?

The Agent leaves the task in your buyer queue and records the failed handoff. Your buyer can check the request ID or access.

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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