AI-Agents for Buyers in Handoffs working with Podio

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Send Proposal Packets

Review the current proposal and price sheet in one email.

Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.

Works with13 tools
Link Supplier Quotes

Put each supplier's revised quote on the request you need approved.

Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.

Works with8 tools
Route Proposal Reviews

Receive the proposal file and decision deadline on the purchase item.

Your reviewer gets a request for a decision, while the proposal item shows which file went out and when.

Works with4 tools
Recheck Purchase Review Cards

Catch order changes that outdate a purchase approval before buying continues.

Your coordinator gets a fresh review when a card's order reference changes, while the card stays on hold before handoff.

Works with6 tools
Complete Purchase Signature Task

Close the purchase signature task once the agreement is signed.

Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.

Works with9 tools
Recheck Changed Order Cards

Recheck changed order terms before buying proceeds on old approval.

Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.

Works with7 tools
Return Incomplete Purchase Forms

Send incomplete purchase forms back before approval review.

Requesters get a clear list of missing details on their purchase forms and a notice to update them, so your coordinator can move past the chase.

Works with5 tools
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