Procurement & Supplier ManagementPurpose
1.2. Automated notifications and reminders ensure no deliveries are missed by monitoring purchase orders (POs), expected delivery dates, and supplier confirmations.
1.3. Automator captures delivery acknowledgements, automates escalation for overdue deliveries, and centralizes records for compliance audits and performance measurement.
1.4. Enables automated workflows to update ERP/procurement systems, generate exception reports, and notify multiple stakeholders in real time via diverse communication channels.
Trigger Conditions
2.2. Approaching or missed expected delivery date as per ERP or supplier portal.
2.3. Lack of delivery confirmation or delayed status update by supplier.
2.4. Status change in shipment tracking platform (e.g., partial shipment, backorder notice).
2.5. Internal request for escalation or manual exception flag.
Platform Variants
• Feature/Setting: Automator configures Send Message API; automatedly sends SMS reminders to supplier point of contact.
3.2. SendGrid
• Feature/Setting: Automator triggers transactional email API; automates email reminders for outstanding POs.
3.3. Slack
• Feature/Setting: Automator executes Chat Post Message API; automated notifications in procurement channel.
3.4. Microsoft Teams
• Feature/Setting: Automator configures webhook messages to Teams channel for late deliveries.
3.5. SAP ERP
• Feature/Setting: Automator connects to the Procurement Module API; pulls outstanding delivery data and updates PO status.
3.6. Oracle Procurement Cloud
• Feature/Setting: Automator queries and updates Purchase Orders using REST APIs.
3.7. Salesforce
• Feature/Setting: Automator triggers a process builder to update Suppliers and tasks on overdue deliveries.
3.8. Google Sheets
• Feature/Setting: Automator reads/writes outstanding delivery logs; triggers time-based scripts for automated alerts.
3.9. Outlook 365
• Feature/Setting: Automator uses Microsoft Graph API to send scheduled escalation emails.
3.10. WhatsApp Business API
• Feature/Setting: Automator sends automated WhatsApp messages to supplier contacts for delivery reminders.
3.11. Jira
• Feature/Setting: Automator creates issues automatically when deliveries are overdue beyond x days.
3.12. Trello
• Feature/Setting: Automator adds or moves cards for pending deliveries in the procurement board.
3.13. Asana
• Feature/Setting: Automator generates tasks and reminders via Asana API for supplier management team.
3.14. Monday.com
• Feature/Setting: Automator triggers column status changes and notifications in supplier pipeline boards.
3.15. Zendesk
• Feature/Setting: Automator opens supplier support tickets for undelivered shipments automatically.
3.16. Zoho Creator
• Feature/Setting: Automator uses workflow rules to send email/SMS reminders based on supply chain data.
3.17. DocuSign
• Feature/Setting: Automator triggers reminder for supplier document signing for proof of delivery.
3.18. Dropbox
• Feature/Setting: Automator saves delivery receipts or proof-of-delivery files organized by PO number.
3.19. HubSpot
• Feature/Setting: Automator updates supplier contact timelines with follow-ups on late orders.
3.20. Power Automate (Microsoft)
• Feature/Setting: Automatedly orchestrate multi-step notifications and escalate overdue deliveries through adaptive cards and approval flows.
Benefits
4.2. Automatedly minimizes risk of missed or late deliveries by enforcing proactive reminders.
4.3. Automates compliance with procurement SLAs and internal policies.
4.4. Automator boosts supplier accountability and enhances data-driven decision-making.
4.5. Automates communication flows across email, SMS, chat, and tickets, ensuring timely escalations.
4.6. Enables automating granular monitoring, escalation, and reporting for continuous supplier performance improvement.