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Open Countersignature Tasks

Create procurement follow-ups for overdue internal signatures

Use this Agent instantly or customize it - no programming needed

Assign follow-ups for late internal signatures
Reads
  • Review date
    Review date

    Your afternoon schedule supplies the local date for checking signature deadlines.

  • Signing status
    Signing status

    Your agreement shows whether the supplier signed and the internal signature remains open.

  • Agreement form answers
    Agreement form answers

    Your first form identifies the agreement, its target date, and its procurement owner.

  • Open follow-up tasks
    Open follow-up tasks

    Your signing workspace shows which agreements already have an open owner follow-up.

Agreement workflow
Agreement workflow

Agreement workflow shows signing steps and earlier form answers, then assigns a follow-up step to the owner.

Is the agreement complete or canceled?YesNo
Skip the agreement.
Is the owner email or target date missing?YesNo
Leave the agreement for manual review.
Is the supplier unsigned or the internal signature closed?YesNo
Skip the agreement.
Is the target signature date today or later?YesNo
Skip the agreement for now.
Does this agreement already have an open follow-up task?YesNo
Skip the existing follow-up.
Start a follow-up workflow for the procurement owner.
Writes
  • Countersignature follow-up tasks
    Countersignature follow-up tasks

    Your procurement owner gets an assigned form step linked to the supplier agreement.

This Agent starts on your workday afternoon schedule. It checks supplier-signed agreements for overdue internal signatures. It opens a follow-up task for the procurement owner in your signing workspace.

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monday.com
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Podio
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Made for your industry

Open Countersignature Tasks is made for businesses in these industries.

Made for your role

Open Countersignature Tasks is made for people in these roles.

  • Procurement Specialist

    Open follow-up tasks for late internal signatures on your supplier agreements.

    Show all Agents for the Procurement Specialist role
  • Procurement Manager

    Put late internal supplier signatures on procurement owners' task lists.

    Show all Agents for the Procurement Manager role
  • Buyer

    Open a follow-up task when your supplier agreement awaits an overdue signature.

    Show all Agents for the Buyer role
  • Contract Manager

    Assign follow-ups for supplier agreements stalled at internal countersigning.

    Show all Agents for the Contract Manager role

Made for your department

Open Countersignature Tasks is made for people in these departments.

How Open Countersignature Tasks works

3 steps, in order, on every run.

  1. Review Open Signing WorkflowsRead supplier agreement workflows and their current signing steps. Find the target date and procurement owner in the first form.
  2. Find Late Internal SignaturesKeep agreements the supplier signed when the internal step remains open past your target date. Skip completed or canceled workflows.
  3. Open Owner Follow-Up TasksSkip agreements with an existing open follow-up. Submit a linked follow-up form to create the owner's assigned workspace task.

How to Get Started

Connect your tools

Connect the tools you already use, such as monday.com or Podio.

2 tools
Set your rules
  • Put supplier name, target signature date, and procurement owner email on the first form step of the agreement workflow; require the supplier sign step before the internal sign step.
  • Create a follow-up workflow whose first form records the agreement and whose second form step is assigned to the owner email from that first form.
  • Give the Agent permission to see prior form submissions and signing step status in the workspace.
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 Open Countersignature Tasks:

What do I need to set up before this runs?

You choose a target date and procurement owner on the agreement's first form. Set supplier signing before internal signing. Configure the follow-up workflow to assign its second step to that owner.

What if an agreement already has a follow-up task?

Your owner won't get another open follow-up task for the same agreement. The Agent also skips completed or canceled signing workflows.

What happens if an owner email or target date is missing?

Your team reviews that agreement manually. The Agent leaves it without a task when the owner email or target date is missing.

What can the Agent see in my workspace?

You grant access to earlier form answers and signing step status. The Agent uses those details to identify overdue internal steps and their procurement owners.

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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