AI-Agents for Procurement Specialists in Handoffs working with monday.com
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send approved supplier agreements for signature and notify the owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
4 toolsRoute complete supplier proposals to reviewers with a deadline.
Your reviewer gets a request for a decision, while the proposal item shows which file went out and when.
4 toolsSend approved supplier agreements to their assigned signers.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
4 toolsAdd each resubmitted quote to its open purchase request.
Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.
10 toolsPass 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.
19 toolsCompare 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.
6 toolsLink changed supplier terms to the prior decision for review.
Your coordinator gets a pending review that shows changed supplier terms against the current order.
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.
6 toolsMatch revised supplier quotes to the original purchase request.
See the original approval path alongside a held duplicate card, so your coordinator can reconcile a revised supplier quote.
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.
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