AI-Agents for Buyers working with Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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
Send Supplier Price Alerts

Compare revised supplier costs with approved costs and buying limits.

Get a price change alert when a supplier's revised list crosses your buying limits, with both costs and the source list.

Works with7 tools
Attach Agreement Links

Attach signed supplier agreements to your matching purchase tasks.

Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.

Works with12 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
Check Supplier Clearance

See a supplier's current approval status with each purchase request.

Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.

Works with14 tools
Open Signature Follow-Ups

Open tasks to follow up on overdue supplier agreement signatures.

Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.

Works with8 tools
Published by Before We Buy
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
Start Supplier Setup

Hand approved supplier purchases to onboarding with the approval linked.

Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.

Works with6 tools
Published by Before We Buy
Update Purchase Signature Steps

Show signed supplier agreements on the matching purchase tasks.

Your purchase task shows when the supplier agreement is signed, with a link your team can open.

Works with8 tools
Published by Before We Buy
Verify Agreement Completion

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.

Works with9 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
Open Supplier Signature Tasks

Put supplier agreements past signing date on your task list.

Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.

Works with7 tools
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