AI-Agents for Procurement in Document Review working with Microsoft Office 365
Gather review files, compare deal terms, return incomplete forms. Every one is ready to run, and you can adjust it in plain language.
Send complete vendor bids to evaluators and log the file revisions.
Your evaluator gets the proposal and price sheet together, and your review task shows which versions went out.
13 toolsEmail suppliers the onboarding details that differ from approved orders.
Keep supplier setup aligned with your approved orders. When form details conflict, suppliers receive an email showing what to correct.
32 toolsCompare 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.
12 toolsEmail suppliers about missing remittance contacts in onboarding forms.
Your suppliers get a clear request for missing remittance contacts, with a link to submit a corrected onboarding form.
31 toolsReturn 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.
26 toolsRequest missing evidence by email before purchase approval.
Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.
23 toolsSave supplier catalog links in a CSV beside each catalog.
Get a clean list of web links beside every new PDF in your shared folder, including addresses hidden behind clickable text.
5 toolsSummarize supplier terms for the purchasing team's review.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.
