AI-Agents for Procurement Specialists working with monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Check Purchase Requests

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.

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Create Draft Purchase Orders

Draft orders using supplier terms for counted items needing replenishment.

Get draft purchase orders after warehouse counts. Review supplier groups, quantities, prices, and expected arrival dates.

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File Received Agreements

File supplier-sent agreements where you can find their signed terms.

Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.

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File Supplier Agreements

Place each signed supplier agreement in its mapped folder.

Find signed supplier agreements and their certificates together in the supplier folders your team uses.

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Nudge Overdue Purchase Approvals

Nudge assigned approvers on late supplier purchase requests.

Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.

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Published by Before We Buy
Open Countersignature Tasks

Open follow-up tasks for late internal signatures on your supplier agreements.

Late internal signatures become follow-up tasks for your procurement owners, so supplier-signed agreements keep moving.

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Refresh Budget Balances

Add current budget balances to pending purchase discussions.

Your reviewers can see a current budget balance beside pending purchases before deciding, with a fresh note when the figure changes.

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Request Missing W-9 Forms

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.

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Return Incomplete Purchase Requests

Identify missing purchase details and ask requesters to add them.

Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.

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Published by Before We Buy
Return Incomplete Supplier Forms

Request missing supplier answers and documents during onboarding.

Suppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.

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Published by Before We Buy
Surface Purchase Changes

Show what changed on a purchase order before renewed review.

Your reviewers see what changed since the last approval and get the revised order for a fresh decision.

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Published by Approvals Essentials
Track Product Prices

Log price changes on open requests and flag items ready to buy.

See how product prices change while purchase requests stay open, and get an email when a listed price reaches your target.

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