Supplier performance tracking and reminders for reviews

Purpose

1.1. To monitor supplier performance based on delivery times, product quality, and service responsiveness in Aluminum Welding procurement.
1.2. To automatically trigger scheduled reminders for routine and ad-hoc supplier reviews and evaluations.
1.3. To consolidate performance data from multiple procurement and inventory channels, providing timely insights for procurement managers.
1.4. To systematically notify stakeholders of upcoming, overdue, or completed supplier review tasks.

Trigger Conditions

2.1. New purchase order or delivery entry logged in the inventory system.
2.2. Receipt of goods with non-conformance or quality issue flagged.
2.3. Predefined interval since the last supplier review (e.g., every 90 days).
2.4. Custom KPI thresholds breached (e.g., late delivery rate above 5%).
2.5. Manual flag by procurement staff indicating supplier attention required.

Platform Variants

3.1. Microsoft Power Automate
• Flow: “When a new item is added to SharePoint List (Supplier Deliveries)”
• Config: Use “Schedule – Recurrence” and “Send an email (V2)” actions.

3.2. Zapier
• Trigger: “New Row in Google Sheets (Supplier Log)”
• Action: “Send Slack Message” to procurement channel.

3.3. Slack API
• Feature: “chat.postMessage”
• Config: Push notification to “#supplier-reviews” for overdue reviews.

3.4. Salesforce
• Process Builder: “Supplier Review Reminder”
• Config: Set process to send Chatter alert when review date is near.

3.5. Google Sheets API
• Function: “appendRow” + “onEdit” trigger
• Config: Write performance event; trigger Apps Script email notification.

3.6. Trello
• Power-Up: “Card Repeater”
• Config: Create recurring reminder cards for supplier reviews.

3.7. HubSpot
• Workflow: “Supplier Review Task Assignment”
• Config: Auto-create task for procurement team based on deal stage.

3.8. Asana
• Integration: “Rules – Custom”
• Config: Auto-assign new task in “Supplier Audits” project on trigger.

3.9. Airtable
• Automation: “Scheduled trigger”
• Config: Send reminder email using “SendGrid” automation block.

3.10. Jira
• Automation: “Scheduled Issue Creation”
• Config: Open review ticket in “Procurement” project every quarter.

3.11. Monday.com
• Automation: “Recurring Task”
• Config: Generate periodic checklist for supplier review.

3.12. SendGrid
• API: “mail/send”
• Config: Schedule and dispatch batched supplier review requests.

3.13. Twilio SMS
• API: “Messages – Create”
• Config: Text procurement heads about pending reviews.

3.14. Intercom
• Feature: “Outbound Messages”
• Config: Notify relevant users regarding review deadlines.

3.15. Notion
• Automation: “Database Reminder”
• Config: Set filtered view for suppliers due for evaluation.

3.16. ServiceNow
• Flow: “Flow Designer Automation”
• Config: Trigger incident/task for overdue supplier assessment.

3.17. SAP Ariba
• Feature: “Supplier Performance KPI Alert”
• Config: Automated report/distribution on set intervals.

3.18. Zoho CRM
• Workflow: “Scheduled Actions”
• Config: Send follow-up email to supplier contacts.

3.19. Mailchimp
• Automation: “Email Campaign Scheduler”
• Config: Send bulk reminders to internal teams.

3.20. ClickUp
• Automation: “Recurring Task”
• Config: Auto-create performance review task in “Sourcing” list.

Benefits

4.1. Reduces manual admin workload, ensuring timely and objective supplier reviews.
4.2. Improves supplier reliability and product quality through structured feedback loops.
4.3. Centralizes and standardizes data for audits and compliance.
4.4. Enhances decision-making with real-time, consistent performance insights.
4.5. Improves communication and accountability within procurement teams.