AI-Agents for Procurement in Financial Services 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 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 with
12 tools
12 tools
Published by
Approvals Essentials
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 with
29 tools
29 tools
Published by
Approvals Essentials
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 with14 tools
14 tools
Published by
Approvals Essentials
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