Purchase requests and approvals
Comes with the Purchasing Coordinator agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.
Available in every region: Canada, the US and the EU.
A ready-made app that sends each purchase request to the right approver and follows it to delivery.
What you can do
- Route requests to the right approvers and nudge when they stall
- Create purchase orders
- Track deliveries received and watch budgets
The agent that runs it
Comes with a ready-made purchase request and approval app and runs it: requests routed to the right approvers, nudges when they stall, purchase orders, deliveries received and budgets watched.
How it works
- The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
- You and your colleagues sign in to the app with your email.
- Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
- The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
- The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
- The app goes live automatically when the agent is added. You can untick the box when added.
More apps: Money and purchasing
Questions
What happens when an approver is slow?
The agent nudges them when a request stalls.
Can I add the agent without the app?
Yes. Untick “Include a ready-made app” when you add the agent.
What if the app cannot be built?
The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.
Add the Purchasing Coordinator agent
The Purchase requests and approvals app is included. You can untick the box when you add it to add the agent alone.
Add this agent