AI-Agents for Procurement working with Asana

Asana is a leading work management platform that helps teams orchestrate their work, from daily tasks to strategic initiatives. With Asana, organizations have a living system of clarity where everyone can see, discuss, and execute their team’s priorities.

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
Review Revised Quotes

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
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
Send Supplier Price Alerts

Email the purchasing team supplier cost changes that cross its limits.

Get a price change alert when a supplier's revised list crosses your buying limits, with both costs and the source list.

Works with7 tools
Attach Agreement Links

Attach signed supplier agreement links to purchase tasks by order number.

Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.

Works with12 tools
Send Signature Requests

Send approved supplier agreements to signers and record the invitation.

Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.

Works with5 tools
Link Supplier Quotes

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
Return Incomplete Contract Approvals

Name missing supplier contract files on the approval request.

Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.

Works with11 tools
Published by Approvals Essentials
Create Purchase Approval Tasks

Send complete purchase requests and quotes to budget owners in approval tasks.

Your budget owners get the purchase details and quote link together in an assigned task, ready to review.

Works with20 tools
Published by Before We Buy
Check Supplier Clearance

Send supplier clearance findings to purchasing reviewers in chat.

Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.

Works with14 tools
Copy Form Decisions

Pass purchase request decisions to the assigned task owner.

Your task owner sees the form decision and next step in their task, with a link back to the original submission.

Works with19 tools
Published by Approvals Essentials
Open Signature Follow-Ups

Open assigned follow-up tasks for supplier agreements past their signing target.

Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.

Works with8 tools
Published by Before We Buy
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