AI-Agents for Wholesale Distribution 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
Answer prospective buyers and ask to discuss their supply needs.
Get a relevant reply when the next step is open, plus a task that tells your rep what the prospect said and what comes next.
23 toolsReturn inventory supplier contract requests missing a W-9.
Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.
26 toolsDraft SQL to rank customers by order volume.
Get a ranking SQL query in your chat thread, ready for review. See how the measure and ties determine each position.
14 toolsKeep inventory purchase tasks linked to signed supplier agreements.
Your purchase tasks carry the completed supplier agreement link, so your team can open the right document from the order's task.
12 toolsKeep revised stock quotes with the purchase requests awaiting approval.
Your approver sees the supplier's new quote on the original purchase request, with a link back to the buyer's task.
8 toolsCheck trade buyer inquiries before adding them to outreach campaigns.
Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.
31 toolsPut revised inventory supplier bill dates on approval cards.
Your review cards show current supplier bill due dates. Reviewers can see what changed without reopening the bill.
13 toolsShow supplier status before reviewers approve stock purchases.
Your purchasing reviewer gets the supplier's current status and request link in chat, with any clearance issue called out before approval.
14 toolsKeep repeat stock quotes with the purchase request under review.
Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.
10 toolsOpen follow-up tasks for late inventory supplier signatures.
Your procurement owner gets a clear follow-up task when a supplier agreement still needs a signature past your target.
8 toolsStart supplier setup after approved inventory purchases.
Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.
6 toolsClear purchase steps for signed inventory supply agreements.
Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.
10 tools
