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Return Incomplete Requisitions

Reject incomplete requisitions and message requesters with missing fields

Use this Agent instantly or customize it - no programming needed

Return incomplete requisitions each weekday
Reads
  • Weekday scan time
    Weekday scan time

    You choose when the Agent reviews pending requisitions each weekday.

  • Pending purchase requisitions
    Pending purchase requisitions

    Your pending requests include the requester, department, needed date, and requisition number.

  • Purchasing rules
    Purchasing rules

    You choose which requisition types need a department and receive-by date.

  • Requester chat matches
    Requester chat matches

    You match employees to chat recipients so the Agent can reach each requester.

  • Rejection email setting
    Rejection email setting

    Your approval workflow may email requesters when you reject their requisitions.

Purchase requisition tool
Purchase requisition tool

monday.com holds pending requisitions and lets the Agent reject them for correction.
Does this requisition type lack a purchasing rule?YesNo
Flag the requisition for approver review
Writes
  • Approver flags
    Approver flags

    You see cases needing review when a rule or chat recipient is missing.

Does this requisition have every required field?YesNo
Leave the requisition pending
Is the requester unmapped with rejection email disabled?YesNo
Flag missing chat delivery and leave the request pending
Writes
  • Approver flags
    Approver flags

    You see cases needing review when a rule or chat recipient is missing.

Is the requester missing a chat recipient?YesNo
Reject the requisition and flag missing chat delivery
Writes
  • Rejected requisitions
    Rejected requisitions

    Your incomplete requisitions leave approval so requesters can correct and resubmit them.

  • Approver flags
    Approver flags

    You see cases needing review when a rule or chat recipient is missing.

Reject the requisition and message the requester with corrections
Writes
  • Rejected requisitions
    Rejected requisitions

    Your incomplete requisitions leave approval so requesters can correct and resubmit them.

  • Correction messages
    Correction messages

    Your requesters receive a direct message with the requisition number, link, and missing fields.

Team chat tool
Team chat tool

Your team chat tool sends requesters a requisition link and the missing details.
Team chat tool

This Agent scans pending requisitions at your chosen weekday time. It checks your required fields and rejects incomplete requests. Requesters get chat messages naming what to add.

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Slack
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monday.com
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ClickUp
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Zoom
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Telegram
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WhatsApp Notifications
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Google Chat
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Chatwork
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Made for your industry

Return Incomplete Requisitions is made for businesses in these industries.

Made for your role

Return Incomplete Requisitions is made for people in these roles.

Made for your department

Return Incomplete Requisitions is made for people in these departments.

How Return Incomplete Requisitions works

4 steps, in order, on every run.

  1. Review pending requisitionsRead pending purchase requests and gather the details needed for your policy check.
  2. Find missing detailsCheck the department and needed date against your rules for each requisition type. Flag types without a rule for your review.
  3. Return incomplete requestsReject requests missing a required detail through the approval workflow. Leave complete requests pending.
  4. Message requestersSend the requisition number and missing fields to each mapped requester in chat. Flag missing chat delivery for the approver.

How to Get Started

Connect your tools

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

8 tools
Set your rules
  • Enable requisitions and the requisition approval workflow, and grant the Agent an authorized approver role.
  • Choose which requisition types require a department and receive-by date, the weekday scan time, and the employee-to-chat recipient mapping.
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 Return Incomplete Requisitions:

Which requisitions does this cover?

You choose which requisition types require a department and needed date. The Agent leaves types without a rule pending for your review.

What if a requester has no chat match?

Without a chat match, the Agent rejects only when your approval workflow sends a rejection email. It flags the missing chat delivery for you.

Will complete requests be rejected?

No. The Agent leaves requests that meet your chosen field rules pending for approval.

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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