AI-Agents for Procurement Specialists in Handoffs working with Asana

Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.

Send Proposal Packets

Send current proposal files to the evaluator 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 Signature Requests

Send approved supplier agreements to their listed signers.

Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.

Works with5 tools
Link Supplier Quotes

Attach each revised supplier quote to its original purchase request.

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
Copy Form Decisions

Pass purchase request decisions to the assigned task owner.

Your task owner sees the form decision and next step in their task, with a link back to the original submission.

Works with19 tools
Published by Approvals Essentials
Recheck Purchase Review Cards

Compare amended purchase cards with order terms before requesting review.

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

Carry approved amounts and document links into supplier setup.

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

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.

Works with8 tools
Published by Before We Buy
Verify Agreement Completion

Check 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.

Works with9 tools
Complete Purchase Signature Task

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.

Works with9 tools
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