AI-Agents for Department Managers in Approvals

Check requests, surface missing proof, chase decisions. Every one is ready to run, and you can adjust it in plain language.

Check Purchase Reasons

Get clear reasons before deciding on large team purchases.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Flag Revised Quotes

Show what changed from the quote you approved for your team.

See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.

Works with7 tools
Request Purchase Evidence

Request missing proof before approving team purchases.

Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.

Works with23 tools
Published by Approvals Essentials
Request Invoice Evidence

Show why a team bill is held before an approval decision.

Your requester knows exactly what to add, and your approver can see why the bill is waiting.

Works with22 tools
Published by Approvals Essentials
Draft New Hire Packet

Turn your first-week notes into a packet to review before sharing.

Get a draft new hire welcome packet PDF in your shared folder, ready for the manager to review before it reaches the hire.

Works with10 tools
Add Private Channel Members

Resolve requests to join private department discussions.

Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.

Works with19 tools
Request Supplier Reapproval

Show which supplier replaced the one approved for a team purchase.

Your approver sees supplier changes after approval. Both supplier names and the request link arrive in chat.

Works with8 tools
Draft New Hire Packets

Turn first-week ideas into a packet draft with missing details marked.

Get a new hire packet draft in your manager chat, using the materials you choose and flagging first-day details to confirm.

Works with6 tools
Route Transfer Reviews

Flag changed transfer terms before a new manager decision is due.

Your People Ops coordinator gets a clear review of corrected transfer files while handoff waits for a decision.

Works with11 tools
Create Purchase Approval Tasks

Review purchase requests with the supplier quote in one task.

Your budget owners get the purchase details and quote link together in an assigned task, ready to review.

Works with20 tools
Published by Before We Buy
Attach Budget Figures

Show remaining budget beside your team's purchase requests.

Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.

Works with5 tools
Published by Approvals Essentials
Attach Repeat Quotes

Place resubmitted supplier quotes on the purchase request you approve.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools
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