AI-Agents for Procurement in Approvals working with Airtable

Flag possible duplicate requests in the purchase review sheet.

See possible repeat purchases in your review sheet, alongside the earlier requests you can compare before deciding what to do.

Works with24 tools

Link repeat supplier quotes to their purchase requests in the shared register.

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

Works with8 tools

Compare revised supplier quotes with signed terms before approval.

See where a revised supplier quote differs from your signed customer agreement before you decide whether to approve it.

Works with12 tools

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

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

Works with7 tools

Flag revised supplier quotes that change approved purchase terms.

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

Works with7 tools

Return supplier contract requests missing a W-9 to the requester.

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

Works with26 tools

Escalate overdue purchase approvals with the current quote attached.

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

Works with13 tools

Flag purchase requests that break spending rules for policy review.

Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.

Works with13 tools

Send old and new suppliers on approved purchase requests for reapproval.

Your approver sees supplier changes after approval. Both supplier names and the request link arrive in chat.

Works with8 tools

Send approved supplier contracts for signature and link requests to tickets.

Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.

Works with14 tools

Attach missing supplier files to the existing approval item.

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Works with8 tools

Attach 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.

Works with8 tools