Purchase request intake

Requests completed, approved and placed with the vendor

Business OperationsOperationsFinanceCoupa, Slack, ServiceNow
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the request and the approval matrix

Checks each purchase request for the details, the budget line and the vendor information procurement needs

Completes the missing details and routes it

Routes the request to the right approvers by amount and category and chases the ones waiting

Tracks the approvals and the order

Confirms the order is placed and tells the requester when to expect it

Works inCoupa, Slack, ServiceNow

What it does

  • Checks each purchase request for the details, the budget line and the vendor information procurement needs
  • Routes the request to the right approvers by amount and category and chases the ones waiting
  • Confirms the order is placed and tells the requester when to expect it

Connects to

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.