AI-Agents for Procurement
Agents help procurement teams coordinate purchasing and supplier work.
Send complete purchase requests to the named approver with evidence.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
11 toolsHold changed order cards for a fresh purchasing review.
Your changed order cards get a linked approval review, and handoff waits for your procurement coordinator's decision.
7 toolsHold amended purchase orders for the required purchasing review.
Your changed purchase orders stay on hold for the right coordinator to review, with the earlier decision linked for context.
Hold supplier handoffs until replacement certificates receive a fresh review.
Keep supplier certificate review and approval tied to current terms, with replacements held for your procurement coordinator's decision.
Remind the current reviewer before a purchase approval is due.
Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.
4 toolsReturn incomplete purchase forms with the missing fields named.
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 toolsReturn supplier onboarding forms with specific W-9 fixes.
Your supplier gets clear W-9 corrections and a way to update the same form, so you can review the revised paperwork.
Send complete purchase requests to the right cost center manager.
Purchase requests reach the manager responsible for their cost center. Your team can see why that manager received the card.
Prepare draft orders for materials upcoming crews lack.
Get draft purchase orders for missing materials on upcoming ServiceM8 jobs, with job notes that flag gaps before crews start work.
4 toolsSend intake invitations to suppliers after purchase approval.
Suppliers get the form to start setup, and your procurement team gets the portal link to keep the purchase moving.
Start supplier setup for approved orders when the supplier needs it.
Your supplier setup work follows purchase orders, with a linked case when needed and a clear reason when no new case opens.
Return supplier forms with exact insurance corrections before approval.
Get a clear request for missing insurance evidence, sent to the supplier with a form linked to their onboarding card.
