AI-Agents for Procurement Specialists in Handoffs working with Microsoft Office 365

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 Agreement for Signature

Send approved supplier agreements for signature and update the buyer.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Draft Purchase Orders

Turn component shortages into supplier purchase order drafts.

Purchase order drafts show what parts you need to buy, and an email points out customer orders that may ship late.

Works with28 tools
Draft Purchase Orders

Group low-stock items into supplier purchase orders.

Keep stock balances current and supplier orders ready for review. Once you approve an order, the email goes out and its send details stay with the order.

Works with24 tools
Request Manager Signature

Send approved supplier agreements to managers for signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
File Signed Agreements

File signed supplier agreements and the matching signing logs.

Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.

Works with5 tools
Fill Contract Summary Sheet

Summarize new supplier agreements for colleagues to check.

Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.

Works with
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