AI-Agents for Buyers in Purchasing working with monday.com
Check purchase requests, send orders, bundle finance records. Every one is ready to run, and you can adjust it in plain language.
Confirm linked agreements are complete before finishing purchase steps.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
9 toolsCopy each supplier's deposit form onto the request you send to finance.
Give finance the supplier payment form alongside the purchase request, without hunting through supplier profiles.
Place supplier W-9s on purchase requests before your review.
Your buyer finds the supplier's W-9 on the purchase request, ready for review, without searching the onboarding card.
Show what a purchase request lacks before buying review.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
4 toolsFlag W-9 issues before you review a new supplier purchase.
Your purchase requests show whether a new supplier's W-9 is ready, with a note when something needs attention.
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.
9 toolsPut signed agreement links on the purchase tasks you review.
Your purchase tasks show the signed agreement link, so coworkers can open it without searching the approval card.
Mark approved requests that need review before buying.
Keep extra spend visible on requests your team changes after approval. Your manager sees the increase before buying continues.
Compare requested purchase amounts with itemized costs before approval.
See the calculated amount and any difference on your purchase form before you review the request.
7 toolsShow the old and new supplier on orders needing reapproval.
Your purchase orders show the old and new supplier in a private note, with a clear reapproval flag for your accounting lead.
Show the current amount and supplier before you decide.
Your pending purchase approvals go on hold when terms change, with a clear request to confirm the current amount and supplier.
Attach repeat quotes to the purchase request you are reviewing.
Your buyer sees repeat supplier quotes under the original purchase request, so the same purchase doesn't start another approval.
