Supplier & Contractor CoordinationPurpose
1.2. Enables automated collection, analysis, and rating of delivery time, quality compliance, communication efficiency, cost accuracy, and service responsiveness for each supplier or contractor.
1.3. Automator integrates data across project management, procurement, and feedback systems, providing automated, actionable reporting to procurement and project teams.
1.4. Drives automated escalation of low-performing suppliers and sends actionable recommendations to decision-makers for continuous process improvement.
Trigger Conditions
2.2. Trigger on receipt of supplier invoices or delivery notes in ERP or project management software.
2.3. Automates upon customer or internal team feedback submission about supplier performance.
2.4. Initiate automation on periodic schedule (e.g., monthly, post-project).
Platform Variants
• Feature/Setting: API endpoint “SupplierEvaluation”, set webhook to trigger on invoice clearance; automates supplier rating update.
3.2. Oracle Cloud Procurement
• Feature/Setting: Integration Event “Supplier Performance Review”, automator connects to REST API /suppliers/performance with scheduled triggers.
3.3. NetSuite
• Feature/Setting: Saved Search for “Vendor Performance Data” with automated extract via SuiteTalk SOAP API.
3.4. Microsoft Power Automate
• Feature/Setting: Automated Flow, scheduled or triggered by SharePoint “New Feedback” list item.
3.5. Salesforce
• Feature/Setting: Flow Builder with “Supplier Scorecard” object, automating update on contract status change.
3.6. Smartsheet
• Feature/Setting: Automated Workflow on changes in “Supplier Delivery Log”, linking to forms for feedback gathering.
3.7. Airtable
• Feature/Setting: Automations linked to supplier table, triggers API webhook to aggregate survey and contract data.
3.8. Google Sheets
• Feature/Setting: Google Apps Script webhooks on form submissions automates data collection and rating calculations.
3.9. Monday.com
• Feature/Setting: Automations using “When status changes to Done” for the supplier item, fetching scoring fields.
3.10. Asana
• Feature/Setting: Rule “When task marked complete”, automates feedback request and logs performance.
3.11. Trello
• Feature/Setting: Automation rule via Butler for card movements, triggering performance survey email.
3.12. Slack
• Feature/Setting: Slash command integration (e.g., /evaluate_supplier), automates posting evaluation data to a channel.
3.13. Zapier
• Feature/Setting: Multi-app Zaps linking supplier invoice in Xero to survey in Google Forms with automated update to Google Sheets.
3.14. ClickUp
• Feature/Setting: Automation when task status moves to “Finalized”, triggers automated custom field calculation.
3.15. Workato
• Feature/Setting: API connection between procurement SaaS and HR feedback system, automates aggregate scoring.
3.16. DocuSign
• Feature/Setting: Trigger on contract signature, automate requesting supplier feedback form fill.
3.17. SurveyMonkey
• Feature/Setting: Survey APIs automate pulling supplier feedback scores for integration into dashboards.
3.18. Power BI
• Feature/Setting: Scheduled dataset refresh pulling in performance results from ERP connector.
3.19. Integromat (now Make)
• Feature/Setting: Scenario for automated routing of feedback forms and updating supplier scorecards.
3.20. HubSpot
• Feature/Setting: Workflow automation for logged supplier interactions, scoring based on ticket review.
Benefits
4.2. Automatedly prompts timely intervention for underperforming suppliers, reducing project risk.
4.3. Facilitates automated, data-driven vendor negotiations with transparent, auditable records.
4.4. Improves supplier relationships by automating feedback loops and ensuring rapid issue detection.
4.5. Centralizes automated supplier evaluations for actionable management intelligence.