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Add Vendor Forms
Link permitted vendor forms to requests above your review threshold
Use this Agent instantly or customize it - no programming needed
- Purchase request updatePurchase request update
Your request update points to the high-value purchase request ready for review.
- Review rulesReview rules
Your review rules set the high-value threshold and the forms a new vendor must provide.
- Document access listDocument access list
Your access list shows which reviewers may see tax and payment details.
- Purchase requestPurchase request
Your purchase request shows its amount, vendor, stage, and assigned reviewer.
- Request historyRequest history
Your request history shows earlier approvals and follow-up about vendor documents.
- Supplier packetSupplier packet
Your supplier packet holds current vendor forms, including restricted tax and payment files.
Your purchase request system shows the request and its approval history, then holds the vendor evidence for review.
Your supplier document system holds the vendor forms and restricted tax and payment files needed for review.
- Review gapReview gap
Your request names the exact missing form, conflict, access issue, or status change for a person to resolve.
- Review gapReview gap
Your request names the exact missing form, conflict, access issue, or status change for a person to resolve.
- Vendor form linksVendor form links
Your request carries links to the permitted vendor forms for the authorized reviewer.
This Agent picks up new-vendor requests above your review threshold. It checks the request and supplier packet, then links permitted forms or lists gaps for the reviewer.
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AirtableUsed as:
- Purchase request system
Airtable shows the request and its approval history, then holds the vendor evidence for review.
- Supplier document system
Airtable holds the vendor forms and restricted tax and payment files needed for review.
AsanaUsed as:
- Purchase request system
Asana shows the request and its approval history, then holds the vendor evidence for review.
PipefyUsed as:
- Purchase request system
Pipefy shows the request and its approval history, then holds the vendor evidence for review.
- Supplier document system
Pipefy holds the vendor forms and restricted tax and payment files needed for review.
AdaloUsed as:
- Purchase request system
Adalo shows the request and its approval history, then holds the vendor evidence for review.
KintoneUsed as:
- Purchase request system
Kintone shows the request and its approval history, then holds the vendor evidence for review.
- Supplier document system
Kintone holds the vendor forms and restricted tax and payment files needed for review.
Made for your industry
Add Vendor Forms is made for businesses in these industries.
- Retail
Add vendor packets to large merchandise purchase requests.
Show all Agents for the Retail industry - Construction
Attach vendor forms to large project purchase requests.
Show all Agents for the Construction industry - Manufacturing
Put supplier forms beside major materials purchase requests.
Show all Agents for the Manufacturing industry - Wholesale Distribution
Place supplier forms beside bulk purchasing requests.
Show all Agents for the Wholesale Distribution industry - Government
Show required vendor forms with high-value purchase requests.
Show all Agents for the Government industry - Healthcare
Give reviewers vendor forms for major supply purchases.
Show all Agents for the Healthcare industry
Made for your role
Add Vendor Forms is made for people in these roles.
- Procurement Specialist
Check supplier packets and flag missing forms on purchase requests.
Show all Agents for the Procurement Specialist role - Procurement Manager
Give authorized reviewers the vendor packet for major purchases.
Show all Agents for the Procurement Manager role - Buyer
Show supplier forms beside large purchases awaiting buyer review.
Show all Agents for the Buyer role - Supplier Onboarding Specialist
Surface missing supplier forms on high-value purchase requests.
Show all Agents for the Supplier Onboarding Specialist role - Department Manager
Show vendor forms beside purchases awaiting department approval.
Show all Agents for the Department Manager role
How Add Vendor Forms works
3 steps, in order, on every run.
-
Check the purchase requestRead the request and earlier vendor notes. Confirm the amount crosses your threshold and the assigned reviewer has access.
-
Review the vendor packetCheck the supplier forms against your checklist and access rules. Flag missing forms or conflicting details for a person to resolve.
-
Update the requestLink permitted forms to the existing request for the reviewer. Record the exact gap there if the review cannot proceed.
How to Get Started
Connect the tools you already use, such as Airtable, Asana or Ramp.
6 tools
- High-value threshold and supplier form checklist
- Access list for tax and payment information
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Add Vendor Forms:
Choose your high-value threshold and supplier form checklist. Set access to tax and payment information.
Your team sees the exact gap on the original request and can resolve it. The Agent stops routing the case.
No. Your authorized reviewer makes the approval decision after seeing the permitted forms or gaps on the request.
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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