AI-Agents for Procurement Specialists in Handoffs working with Microsoft Outlook

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
Link Supplier Quotes

Match emailed supplier quotes to existing purchase requests.

Your sourcing team gets the repeat quote and original request in the shared register, ready to open from the same entry.

Works with8 tools
Return Incomplete Purchase Requests

Check emailed requests against intake rules and request missing facts.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 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
Prepare Quoted Purchase Orders

Match supplier quote lines to purchase orders and flag unclear terms.

Your unsent purchase order shows matched quote prices and lead times, with pack and quantity differences flagged for review.

Works with9 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
Send PDF Signature Requests

Send supplier agreements to the required signers.

Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.

Works with8 tools
Send PDF Signature Requests

Send approved supplier agreements and track signer links on the ticket.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools
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