Templates

Purchase Order Management Agent

Automates the handling of purchase order communications for procurement teams.

Procurement & Sourcing

What This Agent Does

Automates the handling of purchase order communications for procurement teams.

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 order, PO, request for quote, RFQ, invoice, delivery notice OR from: supplier@, vendor, @logistics.com

THEN DOES

1. If subject contains 'purchase order' or 'PO', searchDocuments for PO approval workflow. Forward to purchasing@company.com with relevant documentation and deadline. Label 'pending-approval'. 2. If subject contains 'request for quote' or 'RFQ', forward to rfq@company.com with supplier details included. MarkAsRead. 3. If subject contains 'invoice', forward to accounts@company.com with PO number and due date highlighted. Label 'accounts-payable'. 4. If subject contains 'delivery notice', forward to logistics@company.com with tracking details. Reply to vendor with confirmation received and expected processing time. Label 'logistics'. Ensure all emails comply with internal procurement policies and regulations.

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.