Operations
On demand
Purchase Request Review Agent
Put spend before the right owner.
Check a purchase request against the budget and supplier rules, then suggest who needs to approve it.
Review a £2,400 equipment request.
- Read Request PR-51
What it does
Check the budget and route the purchase for approval.
Check a purchase request against the budget and supplier rules, then suggest who needs to approve it. Built for purchasing teams and budget owners.
Check the total commitment
Provide the requested items, total cost, budget and supplier details. Existing contracts and related requests can reveal better options or duplicate purchases.
Verify supplier readiness
Check available budget, required information and the approval level for the purchase.
Prepare the approval route
Get a request summary and a clear approval route with any missing details flagged.
How it works
Check a purchase request against the budget and supplier rules, then suggest who needs to approve it. Built for purchasing teams and budget owners.
- Approved documents and context
- Purchasing thresholds and anti-splitting rules Supplier onboarding requirements Optional: current supplier agreements, catalogue terms and unused entitlements, to check whether the need is already covered. Optional: related recent requests and approved purchasing exceptions, to detect duplication or split purchases.
- See the spending decision clearly
- Review requested items, total cost, budget position and supplier checks together before deciding how to proceed.
- Reduce approval back-and-forth
- Identify the required approver and missing details so the request can follow a clear approval route.
- Google Sheets · Read budget and policy (read)
- Check committed spend and approval thresholds.
- Airtable · Read supplier register (read)
- Verify approved legal entity and status.
- Slack · Draft purchasing review (draft)
- Prepare the full request for authorised review.
- Human review and permissions
- Budget owner approves spend; purchasing confirms supplier readiness.
01Gather the context
Bring together the relevant information from Google Sheets, Airtable, Slack.
02Check what matters
Check available budget, required information and the approval level for the purchase.
03Prepare the result
Total cost, supplier readiness and business justification. Required approver and blocking conditions.
04Review proposed changes
Budget owner approves spend; purchasing confirms supplier readiness.
Integrations
Structured records
Google Sheets
Airtable
Notion databases
Team chat
Slack
Microsoft Teams
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Prepare purchase requests for the right decision with less manual checking and approval chasing.
- See the spending decision clearly
- Review requested items, total cost, budget position and supplier checks together before deciding how to proceed.
- Reduce approval back-and-forth
- Identify the required approver and missing details so the request can follow a clear approval route.
More for operations teams
Meeting Actions Coordinator
Turn meeting notes into clear tasks with owners and due dates for your team to confirm.
Invoice Intake & Exception Review
Check supplier invoices against orders and deliveries, then flag anything finance needs to resolve.
Document Intake & Validation
Check incoming business documents for missing details, mismatches and duplicates before they move to the next team.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.