AI-Agents for Procurement Specialists in Request Intake working with Airtable
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Spot requests that may repeat earlier purchases in your review queue.
See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.
24 toolsSend 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.
13 toolsMatch 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.
8 toolsAttach supplier W-9s to the purchase requests you manage.
Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.
7 toolsCompare supplier listings with verified stock records.
Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.
7 toolsFlag missing W-9s before supplier contracts reach approval.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
26 toolsSend 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.
14 toolsAttach 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.
8 toolsList missing supplier contract files on the original approval request.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
11 toolsSend approved supplier agreements to named signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsCheck purchase forms before creating tasks for budget review.
Your budget owners get the purchase details and quote link together in an assigned task, ready to review.
20 toolsCheck proposed suppliers against current approval statuses.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.
14 tools
