Templates

Purchase Approvals Agent

Automates and streamlines purchase approval email workflows for businesses.

Business Process Automation

What This Agent Does

Automates and streamlines purchase approval email workflows for businesses.

Chat to Execute

Talk to your agent anytime. Ask it to find emails, test responses, or take actions on demand.

Turn On to Automate

Activate your agent and it monitors your inbox. When matching emails arrive, it acts automatically.

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How It Works

WATCHES FOR

subject contains: purchase request, expense approval, procurement, vendor quote OR from: purchasing@company.com, finance@, @supplier.com

THEN DOES

1. Search knowledge base for company purchase and expense approval policies. 2. If email includes a vendor quote, forward to procurement@company.com with 'Vendor Quote' label and check for supplier credibility in the knowledge base. 3. For purchase requests, verify budget information and forward to approvals@finance.com with 'Pending Approval' label. 4. For urgent approvals, star email and send a follow-up notification to the relevant manager. 5. Mark original email as read, then label as 'Processed'.

What This Agent Can Do
Sort and organize emails
Send replies or drafts
Forward to team members
Extract data from emails
Search your inbox
Connect to other tools via webhooks
This template will be installed to your Gmail account.