Procurement & Supplier Management AutomationPurpose
1.2. Ensure suppliers’ credentials, tax documents, and certifications are automatically requested, received, validated, and stored with minimal manual intervention.
1.3. Automates regulatory compliance and internal approval processes, reducing human error and cycle time.
1.4. Implements an automated communication loop with suppliers for reminders, status updates, and deficiency notifications.
Trigger Conditions
2.2. Manual trigger via procurement team request to onboard a new or updated supplier.
2.3. Automatedly triggered by a signed contract, RFQ acceptance, or supplier e-form submission.
Platform Variants
3.1. Microsoft Power Automate
• Feature/Setting: Automated workflows using “When a record is created” in Dynamics 365 or SharePoint; configure flows to collect, route, and store supplier documentation.
3.2. Zapier
• Feature/Setting: Multistep zaps that automate form collection (Typeform/Google Forms), send collection requests (Gmail/Outlook), and update status in Airtable or Google Sheets.
3.3. DocuSign
• Feature/Setting: Automated envelope creation for e-signature of onboarding documents; use Connect API for automated document verification.
3.4. Box
• Feature/Setting: Automate secure upload and storage of supplier docs using the Box Upload API, auto-folder creation with metadata assignment.
3.5. Google Drive
• Feature/Setting: Automated folder and permission creation using Google Drive API for each supplier; automate document requests using Gmail triggers.
3.6. AWS S3
• Feature/Setting: Automate S3 bucket/file creation via Lambda; automate verification using AWS Textract for reading and validating certificates.
3.7. Twilio SMS
• Feature/Setting: Automatically send SMS reminders for document submission using Twilio SMS API.
3.8. Slack
• Feature/Setting: Automated posting in #procurement channel for team review/approval using Slack Bot API.
3.9. Microsoft Teams
• Feature/Setting: Automate @mentions to procurement teams for escalations via Teams Connector.
3.10. Docparser
• Feature/Setting: Automate PDF parsing and automated extraction of critical fields using the Parse Document API.
3.11. Typeform
• Feature/Setting: Automated supplier e-form workflows, auto push results to Google Sheets or CRM using Webhooks.
3.12. Salesforce
• Feature/Setting: Automate supplier record creation and trigger onboarding using Flow Builder.
3.13. Oracle Procurement Cloud
• Feature/Setting: Automated supplier registration, workflow approvals and automated status updates using REST API.
3.14. SAP Ariba
• Feature/Setting: Automate onboarding requests, document collection, and verification workflow via Open APIs.
3.15. HubSpot
• Feature/Setting: Automate new supplier ticket creation, task reminders, and document links through HubSpot Workflows.
3.16. Adobe Sign
• Feature/Setting: Automated signature and verification flow for NDAs and supplier contracts using REST API.
3.17. SharePoint
• Feature/Setting: Automate supplier folders, document storage, and custom column verification via SharePoint REST API.
3.18. OneDrive
• Feature/Setting: Automated document requests, folder/file creation and sharing via Microsoft Graph API.
3.19. Monday.com
• Feature/Setting: Automate supplier onboarding progress boards, status change triggers, and notifications using Monday API.
3.20. Trello
• Feature/Setting: Automate card creation for each supplier, document checklists, and automated status update via Trello API.
Benefits
4.2. Shortens onboarding cycle by automating repeatable data collection and compliance checking.
4.3. Automated document validation reduces errors, improves auditability, and increases compliance confidence.
4.4. Automated reminders and team notifications accelerate supplier responsiveness and internal approvals.
4.5. Enables scalable, automatable processes supporting business growth without proportional staffing increases.
4.6. Facilitates secure, automated documentation handling meeting industry and regulatory standards.