AI-Agents for Procurement working with monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
Return onboarding forms with conflicting supplier identities for correction.
Your suppliers can fix legal name or address conflicts on their original forms before onboarding moves forward.
5 toolsAttach 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.
Close purchase signature tasks when supplier agreements are signed.
Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.
9 toolsAdd signed supplier agreement links to related purchase tasks.
Your purchase tasks show the signed agreement link, so coworkers can open it without searching the approval card.
Summarize signed supplier agreements for the team to review.
Your team gets a contract summary to check, with its link on the agreement row and a review request for the people you choose.
4 toolsFlag higher totals on approved purchase requests for reapproval.
Keep extra spend visible on requests your team changes after approval. Your manager sees the increase before buying continues.
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 toolsShow the old and new supplier on orders needing reapproval.
Your purchase orders show the old and new supplier in a private note, with a clear reapproval flag for your accounting lead.
Hold purchase approvals when amounts or suppliers change.
Your pending purchase approvals go on hold when terms change, with a clear request to confirm the current amount and supplier.
