AI-Agents for Approvals in Wholesale Distribution working with monday.com

Send prepared emails to buyers and track their responses by contact.

Your prepared outreach emails go out on your chosen day, and replies appear beside contacts in your sheet so you can see who needs follow-up.

Works with12 tools

Tailor distributor outreach subjects to each buyer's role.

Choose from three subject lines grounded in your draft and recipient's role, with complete emails ready for review.

Works with16 tools

Compare quoted product prices with current wholesale rates.

Keep customer quotes aligned with your current rate sheet, and give sellers clear price corrections when a quote needs work.

Works with9 tools

Match repeat supplier quotes to requests for resale inventory.

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

Works with8 tools

Draft a first email connecting a buyer's priorities to the product line.

Get a targeted outreach email shaped around your prospect's role and company priorities, with the opening explained before you send it.

Works with38 tools

Spot changes to bulk pricing or quantities in customer quotes.

Your reviewer sees what changed in a forwarded quote before deciding whether to approve it, without digging through the deal.

Works with20 tools

Attach supplier W-9s to matching inventory purchase requests.

Your reviewers can find supplier W-9s on matching purchase requests instead of searching the paperwork mailbox.

Works with7 tools

Check quoted trade discounts against the buyer's written agreement.

See whether a negotiated quote matches the customer's written agreement before it goes to the buyer, with a clear explanation when terms differ.

Works with10 tools

Flag revised supplier terms on approved inventory purchases.

See whether a supplier's replacement quote changes the terms on your purchase request before you decide again.

Works with7 tools

Return inventory supplier contract requests missing a W-9.

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools

Draft first emails to prospective accounts using saved buyer details.

Your campaign queue gains tailored first email drafts for contacts who fit your buyer profile, with weak openings flagged for review.

Works with6 tools

Escalate overdue stock purchases before supplier quotes expire.

Your escalation owner gets a clear overdue case in team chat. The quote and decision needed appear together.

Works with13 tools