AI-Agents for Procurement working with Pipefy
The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past
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.
26 toolsAttach 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.
12 toolsAttach missing supplier files to the existing approval item.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
8 toolsAttach 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.
8 toolsName 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.
11 toolsSend 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.
20 toolsSend 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.
14 toolsAttach each repeat supplier quote to its original purchase request.
Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.
10 toolsPass 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.
19 toolsOpen 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.
8 toolsOpen supplier setup work with an owner and approval link.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
6 toolsClose purchase signature steps after confirming their agreements are signed.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
10 tools
