Procurement & Supply Chain AutomationPurpose
1.2. Enable automated extraction of Bill of Materials (BOM) from design documents, initiate quotation requests, track supplier responses, and automate follow-ups and data aggregation.
1.3. Minimize manual entry, reduce procurement cycle time, and enable automated compliance and audit logging.
1.4. Standardize supplier onboarding, accelerate decision-making, and automate communication with standardized templates and approval flows.
Trigger Conditions
2.2. When a designer submits a procurement request via a form or system.
2.3. Automatedly when stock threshold triggers a restocking event.
2.4. Scheduled periodic automated requests for recurring supplies.
2.5. Automated project milestone requiring quotation updates from suppliers.
Platform Variants
3.1. SAP Ariba
• Feature/Setting: Configure 'RFQ Automation', set up automated triggers via Ariba APIs to send quotation requests upon BOM creation.
3.2. Oracle Procurement Cloud
• Feature/Setting: Automate RFQ creation via Oracle REST APIs tied to defined procurement events.
3.3. Coupa Procurement
• Feature/Setting: Set up automated supplier engagement flows using Coupa’s Event Automation and API endpoints (/rfqRequests).
3.4. Zoho Creator
• Feature/Setting: Use Deluge scripts and Automated Workflows to trigger supplier requests on form submission.
3.5. Microsoft Power Automate
• Feature/Setting: Use Power Automate to react to file changes in SharePoint/OneDrive and start automated supplier email flows.
3.6. Slack
• Feature/Setting: Trigger automated supplier notifications via Slackbot API when a channel receives a specific file type.
3.7. Gmail (Google Workspace)
• Feature/Setting: Automated email generation using Google Apps Script to suppliers when a label/rule is matched.
3.8. Outlook (Microsoft 365)
• Feature/Setting: Flow creation using automated triggers on incoming procurement requests, sending templated RFQ emails.
3.9. Monday.com
• Feature/Setting: Automate procurement board changes to initiate emails/tasks using Monday.com’s Automations and API.
3.10. Airtable
• Feature/Setting: Automated scripts in Airtable Automations to send RFQ emails based on supplier grid view entries.
3.11. Salesforce
• Feature/Setting: Flow Builder automator to create and track RFQ submissions, linking supplier records.
3.12. HubSpot
• Feature/Setting: Automated workflow triggers using HubSpot Workflows API for supplier engagement.
3.13. DocuSign
• Feature/Setting: Automatically send documents to suppliers for digital signatures via DocuSign eSignature API.
3.14. Smartsheet
• Feature/Setting: Automated row-based triggers and notifications to suppliers using Smartsheet Automation.
3.15. Dropbox
• Feature/Setting: Dropbox API event triggers to launch procurement automations when new documents appear.
3.16. Google Sheets
• Feature/Setting: OnEdit triggers through Google Apps Script to automate RFQ email creation from BOM entries.
3.17. Adobe Acrobat Sign
• Feature/Setting: Automated sending for document approval, using embedded API logic with procurement templates.
3.18. QuickBooks Online
• Feature/Setting: Automated supplier communication using Webhooks/API based on purchase order status.
3.19. Xero
• Feature/Setting: Automated PO status updates and supplier notification via Xero API when purchase requests are made.
3.20. Trello
• Feature/Setting: Butler Power-Up automates card actions; triggers RFQ workflow when card moved to ‘To RFQ’ list.
3.21. Asana
• Feature/Setting: Rule-based automations to assign tasks and trigger supplier comms on procurement requests.
3.22. SAP S/4HANA
• Feature/Setting: SAP Business Workflow automates RFQ generation, routing and supplier follow-up.
3.23. AWS Lambda
• Feature/Setting: Automated event-based execution of custom procurement flows interacting with supplier APIs.
3.24. Freshservice
• Feature/Setting: Automate procurement requests and vendor communications using Orchestration Apps workflows.
Benefits
4.2. Enables scalable supplier communications, automatedly managing numerous concurrent RFQs.
4.3. Faster procurement cycles via automated reminders and deadline escalations.
4.4. Structured compliance and audit trails via end-to-end automation workflows.
4.5. Consistent, automated document generation and communication templates for all procurement stages.
4.6. Automation enables focus on relationship-building and value analysis, not process administration.
4.7. Automated centralization and aggregation of supplier responses for easy evaluation and comparison.