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Request Missing W-9 Forms
Request missing W-9 forms from suppliers awaiting approval
Use this Agent instantly or customize it - no programming needed
- Supplier cardSupplier card
Your supplier card starts the check when it enters approval and shows its current phase.
- Approval phaseApproval phase
You choose the phase that starts the check. The card must still be there before sending.
- W-9 formsW-9 forms
Your card's attachment field shows whether the supplier supplied W-9 forms.
- Supplier contact emailSupplier contact email
Your supplier card holds the address for the person who should receive the request.
- Previous card emailsPrevious card emails
Your card's recent emails show whether the supplier already got this request.
- Request email templateRequest email template
You approve the short message your supplier gets about W-9 forms.
- Phase form linkPhase form link
You choose the form link your supplier uses to add the missing file.
- Missing-evidence fieldMissing-evidence field
You choose the card field that shows your approver why approval is waiting.
Your supplier approval tool alerts the Agent when a card reaches approval and keeps supplier requests on the card.
- Procurement commentProcurement comment
Your procurement team sees a card comment when the contact email or form link is missing.
- Request emailRequest email
Your supplier gets a card email naming W-9 forms and linking to the phase form.
- Missing-evidence statusMissing-evidence status
Your card shows your approver that W-9 forms were requested before approval.
This Agent checks the W-9 when a supplier card enters approval. For an unrequested missing form, it emails the supplier and marks the card. If the contact email or form link is missing, procurement gets a card comment instead.
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monday.comUsed as:
- Supplier approval tool
monday.com alerts the Agent when a card reaches approval and keeps supplier requests on the card.
ZoomUsed as:
- Supplier approval tool
Zoom alerts the Agent when a card reaches approval and keeps supplier requests on the card.
Made for your industry
Request Missing W-9 Forms is made for businesses in these industries.
- Retail
Ask merchandise suppliers for missing W-9s before approval.
Show all Agents for the Retail industry - Construction
Request missing W-9s from subcontractors awaiting approval.
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Request missing W-9s from product suppliers awaiting approval.
Show all Agents for the Wholesale Distribution industry - Manufacturing
Ask materials suppliers for missing W-9s before approval.
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Ask maintenance vendors for W-9s and show why approval waits.
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Made for your role
Request Missing W-9 Forms is made for people in these roles.
- Procurement Specialist
Ask suppliers to add missing W-9s to their approval cards.
Show all Agents for the Procurement Specialist role - Procurement Manager
Show which supplier approvals are waiting for a W-9.
Show all Agents for the Procurement Manager role - Supplier Onboarding Specialist
Send new suppliers a W-9 request with a link to provide it.
Show all Agents for the Supplier Onboarding Specialist role - Vendor Master Data Specialist
Mark supplier cards awaiting W-9s for the approval team.
Show all Agents for the Vendor Master Data Specialist role
Made for your department
Request Missing W-9 Forms is made for people in these departments.
- Procurement
Request missing W-9s from suppliers before approval.
Show all Agents for the Procurement department - Master Data Management
Mark supplier approval cards as waiting for a W-9.
Show all Agents for the Master Data Management department
How Request Missing W-9 Forms works
3 steps, in order, on every run.
-
Check the supplier cardRead the W-9 field and prior card emails when a supplier card enters approval. Stop if the form is present or a matching request already exists.
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Prepare the W-9 requestUse the email text and phase form link chosen during setup to name the missing W-9. Leave a card comment for procurement if the contact email or link is missing.
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Email the supplier and mark the cardSend a card email to the supplier contact and set the card's missing-evidence field to W-9 requested.
How to Get Started
Connect the tools you already use, such as monday.com or Zoom.
2 tools
- Choose the supplier approval phase, the W-9 attachment field, the supplier contact email field, and a missing-evidence status field.
- Approve the short card email template and the phase form link suppliers should use to provide the missing file.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Missing W-9 Forms:
You choose the approval phase and W-9 field. You also choose the contact email and status fields, then approve the email text and form link.
Procurement gets a card comment instead of a supplier email. Your team can handle the request from there.
The Agent checks prior card emails and skips a matching request. It also skips cards that have left approval.
No. Your procurement reviewer evaluates the W-9 and approves the supplier. The Agent only checks whether the file is present.
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.
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