- AI-Agent
- Ready to Run
Route Purchase Requests
Assign the manager named by your cost center rules
Use this Agent instantly or customize it - no programming needed
- Approval phase changeApproval phase change
Your purchase card enters manager approval and starts a routing check.
- Purchase requestPurchase request
Your current card shows its cost center, amount, phase, and assignee.
- Approval historyApproval history
Your card history shows earlier approval activity and follow-up.
- Cost center reviewer rulesCost center reviewer rules
Your approved table names the reviewer for each cost center.
- Approval thresholdsApproval thresholds
Your amount thresholds and escalation owner guide the reviewer authority check.
Your purchase request system holds each purchase card, its approval history, and its current assignee.
- Routing issue noteRouting issue note
Your card shows the exact gap someone needs to resolve before routing.
- Routing issue noteRouting issue note
Your card shows the exact gap someone needs to resolve before routing.
- Routing issue noteRouting issue note
Your card shows the exact gap someone needs to resolve before routing.
- Reviewer assignmentReviewer assignment
Your card names the authorized manager who should decide the request.
- Routing noteRouting note
Your card shows why that manager received the request.
This Agent waits for a purchase card to reach manager approval. It checks the card against your rules and approval history. It assigns the named manager and records why on the card.
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AirtableUsed as:
- Purchase request system
Airtable holds each purchase card, its approval history, and its current assignee.
TrelloUsed as:
- Purchase request system
Trello holds each purchase card, its approval history, and its current assignee.
AsanaUsed as:
- Purchase request system
Asana holds each purchase card, its approval history, and its current assignee.
ClickUpUsed as:
- Purchase request system
ClickUp holds each purchase card, its approval history, and its current assignee.
Microsoft SharePointUsed as:
- Purchase request system
Microsoft SharePoint holds each purchase card, its approval history, and its current assignee.
PipefyUsed as:
- Purchase request system
Pipefy holds each purchase card, its approval history, and its current assignee.
AdaloUsed as:
- Purchase request system
Adalo holds each purchase card, its approval history, and its current assignee.
KintoneUsed as:
- Purchase request system
Kintone holds each purchase card, its approval history, and its current assignee.
Made for your industry
Route Purchase Requests is made for businesses in these industries.
- Retail
Route store purchase requests to the manager for each cost center.
Show all Agents for the Retail industry - Manufacturing
Route production purchases to the manager for each cost center.
Show all Agents for the Manufacturing industry - Government
Send agency purchase requests to the right cost center manager.
Show all Agents for the Government industry - Healthcare
Send supply purchases to the manager for the right cost center.
Show all Agents for the Healthcare industry - Education
Route school purchases to the manager for each cost center.
Show all Agents for the Education industry
Made for your role
Route Purchase Requests is made for people in these roles.
- Procurement Specialist
Assign each purchase request to its authorized cost center reviewer.
Show all Agents for the Procurement Specialist role - Procurement Manager
Apply cost center rules when assigning purchase approvals.
Show all Agents for the Procurement Manager role - Finance Operations Manager
Apply your approval rules to each cost center assignment.
Show all Agents for the Finance Operations Manager role - Department Manager
Bring complete purchase requests to you for a decision.
Show all Agents for the Department Manager role
How Route Purchase Requests works
3 steps, in order, on every run.
-
Check the purchase cardRead the current cost center and amount. Check the approval phase and earlier decisions before routing.
-
Match the managerApply your cost center rules and amount thresholds. Confirm the named reviewer can approve this request.
-
Assign and explainAssign the named manager and record the routing reason on the card. Stop and note any gap on the card for your team.
How to Get Started
Connect the tools you already use, such as Airtable, Trello or Asana.
9 tools
- Approved cost-center-to-reviewer table
- Amount thresholds and an escalation owner
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Route Purchase Requests:
You choose the cost center reviewer table, amount thresholds, and an escalation owner.
Your authorized manager makes the decision. The Agent routes the card and records why that manager received it.
Your team sees the exact gap on the card. A person handles missing evidence, conflicting details, or an unauthorized reviewer. The Agent also stops if the card's status changes.
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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