AI-Agents for Procurement in Request Intake working with monday.com
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Show supplier quote differences on purchase requests before approval.
See where your purchase request differs from the supplier quote, right on the request card, so your team can resolve the terms before approval.
Link repeat supplier quotes to the original purchase request for review.
See the original approval path alongside a held duplicate card, so your coordinator can reconcile a revised supplier quote.
Attach the supplier's deposit form before sending a purchase request for review.
Give finance the supplier payment form alongside the purchase request, without hunting through supplier profiles.
Attach each supplier's W-9 to its pending purchase request.
Your buyer finds the supplier's W-9 on the purchase request, ready for review, without searching the onboarding card.
List missing approval facts on purchase requests for correction.
Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.
4 toolsFlag W-9 issues on new supplier requests before purchase review.
Your purchase requests show whether a new supplier's W-9 is ready, with a note when something needs attention.
Flag purchase requests whose totals differ from itemized costs.
See the calculated amount and any difference on your purchase form before you review the request.
7 toolsLink repeat supplier quotes to the original purchase request.
Your buyer sees repeat supplier quotes under the original purchase request, so the same purchase doesn't start another approval.
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 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 toolsMonitor requested products and alert buyers when they can order.
Your buyers get a stock alert with the listing link when a 15-minute check finds their watched product ready to order.
6 toolsReturn purchase requests with missing supplier details named.
Your requesters see the fixes their purchase requests need before managers spend time reviewing them.
