AI-Agents for Procurement Specialists in Evidence Checking working with monday.com
Check purchase facts, compare invoices, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Check W-9 uploads against supplier names on purchase requests.
Your purchase requests show whether a new supplier's W-9 is ready, with a note when something needs attention.
Complete the linked purchase task and point to the signed agreement.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.
9 toolsSummarize signed supplier agreements for colleagues to check.
Your team gets a contract summary to check, with its link on the agreement row and a review request for the people you choose.
4 toolsShow the exact increase on requests needing reapproval.
Keep extra spend visible on requests your team changes after approval. Your manager sees the increase before buying continues.
Calculate purchase totals and flag differences for review.
See the calculated amount and any difference on your purchase form before you review the request.
7 toolsFlag approved purchase orders when suppliers change.
Your purchase orders show the old and new supplier in a private note, with a clear reapproval flag for your accounting lead.
Flag changed amounts or suppliers for reviewer confirmation.
Your pending purchase approvals go on hold when terms change, with a clear request to confirm the current amount and supplier.
Flag supplier or quantity changes that need a fresh purchase review.
Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.
7 toolsCompare revised orders with prior approvals before handoff.
Your changed purchase orders stay on hold for the right coordinator to review, with the earlier decision linked for context.
Hold changed supplier certificates for a current purchasing review.
Keep supplier certificate review and approval tied to current terms, with replacements held for your procurement coordinator's decision.
Send suppliers the W-9 fixes needed to continue onboarding.
Your supplier gets clear W-9 corrections and a way to update the same form, so you can review the revised paperwork.
Request missing insurance evidence from suppliers before approval.
Get a clear request for missing insurance evidence, sent to the supplier with a form linked to their onboarding card.
