AI-Agents for Procurement Specialists in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Attach the current supplier deposit form to each pending request.
Give finance the supplier payment form alongside the purchase request, without hunting through supplier profiles.
Add each supplier's W-9 to its pending purchase request.
Your buyer finds the supplier's W-9 on the purchase request, ready for review, without searching the onboarding card.
Flag missing purchase details for requesters to correct.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
4 toolsCheck W-9 uploads against supplier names on purchase requests.
Your purchase requests show whether a new supplier's W-9 is ready, with a note when something needs attention.
Calculate purchase totals and flag differences for review.
See the calculated amount and any difference on your purchase form before you review the request.
7 toolsMatch each repeat supplier quote to its original purchase request.
Your buyer sees repeat supplier quotes under the original purchase request, so the same purchase doesn't start another approval.
Prepare complete purchase requests for reviewer approval.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
11 toolsReturn purchase requests missing details required for their type.
Requesters get a clear list of missing details on their purchase forms and a notice to update them, so your coordinator can move past the chase.
5 toolsTrack requested listings and email buyers when stock returns.
Your buyers get a stock alert with the listing link when a 15-minute check finds their watched product ready to order.
6 toolsCheck purchase requests for missing reasons and supplier details.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
Flag purchase requests that need a budget owner's review.
See how pending purchase requests fit your remaining budget before approval, with any shortfall written on the request.
Ask suppliers to add missing W-9s to their approval cards.
Suppliers know which form to send, and your approval cards show why they are waiting.
