AI-Agents for Procurement in Request Intake working with Zoom

Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.

Send Proposal Packets

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.

Works with13 tools
Send Agreement for Signature

Send approved supplier agreements for signature and update purchasing.

Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.

Works with32 tools
Link Supplier Quotes

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
Check Product Stock

Check listed stock before replying to sourcing requests.

Get dated stock answers from public product pages, with relevant changes flagged and confirmed findings recorded in your log.

Works with9 tools
Return Incomplete Purchase Requests

Send incomplete purchase requests back for missing buying details.

You can track emailed purchase requests on cards while employees get a clear list of missing details.

Works with4 tools
Check Purchase Reasons

Ask requesters for missing reasons on large purchase forms.

Get the missing answers you need for large purchases, while complete requests arrive with a short summary and form link.

Works with37 tools
Attach Supplier W-9s

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
Monitor Supplier Stock

Alert buyers when tracked supplier items change stock status.

Get product stock alerts when your supplier's listed items come back in stock or sell out, with links your purchasing team can use.

Works with7 tools
Return Incomplete Contract Requests

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
Request Purchase Evidence

Request 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.

Works with23 tools
Published by Approvals Essentials
Request Manager Signature

Send approved supplier agreements for manager signature.

Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.

Works with10 tools
Send PDF Signature Requests

Send supplier contracts for electronic signature.

Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.

Works with8 tools
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