AI-Agents for Department Managers in Request Intake

Check requests, collect missing files, open approval tasks. 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
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
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
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 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
Add Vendor Forms

Show vendor forms beside purchases awaiting department approval.

Your reviewers get the vendor packet beside high-value purchase requests, or a clear list of what's missing before they decide.

Works with4 tools
Published by Approvals Essentials
Compare Purchase Requests

Show quote mismatches on team requests before approval.

See where your purchase request differs from the supplier quote, right on the request card, so your team can resolve the terms before approval.

Works with
Check Purchase Requests

Show the missing facts on requests awaiting your approval.

Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.

Works with4 tools
Published by Approvals Essentials
Check Purchase Request Details

Return incomplete team requests before you review spending.

Your requesters see the fixes their purchase requests need before managers spend time reviewing them.

Works with
Published by Approvals Essentials
Check Purchase Requests

Show the budget gap before you decide on a team's purchase.

See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.

Works with
Return Incomplete Leave Forms

Review complete leave forms after employees fill in missing details.

Your managers see leave requests with the details they need, while employees get a clear request for any missing answer.

Works with
Published by Approvals Essentials
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