AI-Agents for Procurement Specialists in Evidence Gathering working with monday.com
Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Add completed supplier agreement links to their purchase tasks.
Your purchase task shows when the supplier agreement is signed, with a link your team can open.
8 toolsComplete purchase signature steps tied to finished agreement envelopes.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
10 toolsCheck agreement status before closing purchase signature tasks.
Your purchase signature steps close after the linked agreement is complete, with the agreement link kept on the task.
9 toolsAttach the current supplier deposit form to each pending request.
Give finance the supplier payment form alongside the purchase request, without hunting through supplier profiles.
Add each supplier's W-9 to its pending purchase request.
Your buyer finds the supplier's W-9 on the purchase request, ready for review, without searching the onboarding card.
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 toolsPrepare complete purchase requests for reviewer approval.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
11 toolsShow invoice differences against the purchase orders you track.
Your approver sees the purchase order link and line differences on the bill before making a decision.
File supplier-sent agreements where you can find their signed terms.
Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.
Place each signed supplier agreement in its mapped folder.
Find signed supplier agreements and their certificates together in the supplier folders your team uses.
Add current budget balances to pending purchase discussions.
Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.
Ask suppliers to add missing W-9s to their approval cards.
Suppliers know which form to send, and your approval cards show why they are waiting.
