AI-Agents for Procurement working with Todoist

Managing millions of tasks, Todoist is an online task management app and todo list. It has Web, iPhone, Android, Chrome, Firefox, Outlook flavors (and more!).

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
Open Supplier Edit Tasks

Assign owners tasks to resolve edits on overdue supplier agreements.

Your procurement owner gets a clear task to resolve supplier edits that hold up an overdue signature.

Works with9 tools
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
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
Update Purchase Signature Steps

Mark purchase signature steps done when supplier agreements finish signing.

Your purchase task shows when the supplier agreement is signed, with a link your team can open.

Works with8 tools
Published by Before We Buy
Assign Signer Email Follow-Ups

Assign owners a task to fix failed signer emails on overdue supplier agreements.

Get a task to fix the signer address and resend the request when a supplier agreement's signing email fails after its target date.

Works with10 tools
Complete Purchase Signature Task

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.

Works with9 tools
Open Supplier Signature Tasks

Put overdue supplier agreements on each owner's task list.

Your procurement owners see unsigned supplier agreements on their task lists after the target signing date passes.

Works with7 tools
Prepare Intake Approvals

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.

Works with11 tools
Published by Approvals Essentials
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