- AI-Agent
- Ready to Run
Invite Suppliers
Send intake invitations after purchase approval and share portal links
Use this Agent instantly or customize it - no programming needed
- Approved purchaseApproved purchase
Your approved purchase provides the supplier's name, contact email, and approval ID.
- Supplier intake formSupplier intake form
You choose the form where the supplier provides setup information.
- Invitation messageInvitation message
You choose the message that invites the supplier to complete intake.
Your purchase approval tool supplies an approved purchase when it is ready for a supplier invitation.
monday.com sends the supplier an intake invitation and returns its link.
- Approval needing correctionApproval needing correction
Your procurement coordinator sees which approval needs supplier details before an invitation goes out.
- Invitation retryInvitation retry
Your approved purchase stays in the exception list when the portal rejects its invitation.
- Supplier invitationSupplier invitation
Your supplier receives an intake invitation tied to the approved purchase.
- Invitation linkInvitation link
Your procurement team receives the portal link for the supplier's invitation.
This Agent waits for an approved purchase you mark ready to invite. It checks the approval reference and supplier contact before sending the intake invitation. Procurement gets the portal link.
Modify Agent
Customize this Agent to fit your needs using natural language.
Start Agent for Free
Enter your email address and we will send you a secure link to continue.
monday.comUsed as:
- Purchase approval tool
monday.com supplies an approved purchase when it is ready for a supplier invitation.
- Supplier portal
monday.com sends the supplier an intake invitation and returns its link.
ZoomUsed as:
- Purchase approval tool
Zoom supplies an approved purchase when it is ready for a supplier invitation.
Made for your industry
Invite Suppliers is made for businesses in these industries.
- Retail
Invite approved merchandise vendors to provide their setup details.
Show all Agents for the Retail industry - Construction
Send approved material suppliers an intake invitation.
Show all Agents for the Construction industry - Wholesale Distribution
Send approved product suppliers a portal invitation for setup.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Invite approved parts suppliers to complete setup in the portal.
Show all Agents for the Manufacturing industry - Healthcare
Invite approved medical supply vendors to complete intake.
Show all Agents for the Healthcare industry - Government
Send approved vendors an invitation to complete supplier intake.
Show all Agents for the Government industry
Made for your role
Invite Suppliers is made for people in these roles.
- Procurement Specialist
Send supplier setup invitations and return the portal links.
Show all Agents for the Procurement Specialist role - Procurement Manager
Send approved suppliers setup invitations and share the links.
Show all Agents for the Procurement Manager role - Supplier Onboarding Specialist
Invite approved suppliers to submit their own setup details.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Invite Suppliers is made for people in these departments.
- Procurement
Send intake invitations to suppliers after purchase approval.
Show all Agents for the Procurement department
How Invite Suppliers works
3 steps, in order, on every run.
-
Check the purchase detailsCheck the approval reference and supplier contact details. Flag missing details for the procurement coordinator and skip the invitation.
-
Send the intake invitationSend the chosen intake invitation to the supplier contact, tied to the purchase approval. Keep rejected invitations in an exception list for retry.
-
Share the portal linkGive procurement the portal link after the portal confirms the invitation was sent.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Choose the purchase approval table and have the approver set Ready to invite only after supplier name, contact email, and approval ID are complete.
- Choose the supplier portal intake form and the invitation message used for approved purchases.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Invite Suppliers:
Choose your purchase approval table and supplier intake form. You also choose the invitation message and when approvers mark a purchase ready.
Your procurement coordinator gets the purchase flagged for correction. The Agent skips the invitation when the supplier name or contact email is missing.
Your approved purchase stays in the exception list for a retry. The Agent does not report the supplier as invited.
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.
Agents related to Invite Suppliers
More ready-to-run Agents for connected work.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
6 toolsYour suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.
17 toolsYour budget owners get the purchase details and quote link together in an assigned task, ready to review.
20 toolsYour reviewers get the vendor packet beside high-value purchase requests, or a clear list of what's missing before they decide.
4 tools