Supplier and Procurement AutomationPurpose
1.2. Automate extracting price, lead time, quality ratings, compliance, and terms from emails, web forms, EDI, or document uploads.
1.3. Automate supplier ranking by price, availability, past performance, payment terms, and other procurement KPIs.
1.4. Automate exporting processed comparison data for workflow actions like approval, negotiation, or ERP integration.
Trigger Conditions
2.2. Supplier form submission on procurement portal.
2.3. EDI/X12, CSV, or XML document upload to sourcing platform.
2.4. Scheduled procurement review cadence (e.g., daily batch).
Platform Variants
3.1. Gmail
• Feature/Setting: "Watch for new emails with attachment" – configure for procurement mailbox with PDF or Excel parsing.
3.2. Microsoft Outlook 365
• Feature/Setting: "When new email arrives" – filtered by supplier/subject; use Graph API to fetch attachments.
3.3. Google Drive
• Feature/Setting: "When file uploaded" automation – triggers on new suppliers’ document upload for RFQ responses.
3.4. Dropbox
• Feature/Setting: "New PDF or CSV file in folder" – automated file watcher for incoming supplier quotes.
3.5. Box
• Feature/Setting: "File Uploaded Event" – automatedly process added supplier documentation.
3.6. SAP Ariba
• Feature/Setting: "Sourcing Events API" – automatically retrieve supplier bid data in real-time.
3.7. Coupa
• Feature/Setting: "Supplier Response API" – automate bid extraction for direct purchase analysis.
3.8. Oracle Procurement Cloud
• Feature/Setting: "Supplier Quotation Integration" – automates pulling bid data via integration API.
3.9. Microsoft Power Automate
• Feature/Setting: "Parse email and attachment" with AI Builder form processing for extracting line items.
3.10. Zapier
• Feature/Setting: "New Attachment in Email" + "Google Sheets Row" to automate comparison sheet creation.
3.11. UiPath
• Feature/Setting: "Document Understanding" module – automated extraction of details from embedded/external supplier files.
3.12. PDF.co
• Feature/Setting: "PDF Parser" API automates the extraction of pricing, terms, and quantities from attached proposals.
3.13. Docparser
• Feature/Setting: "Inbound Document Processing" – automatable parsing of supplier documents to JSON/CSV.
3.14. Microsoft Excel Online
• Feature/Setting: "Add new row" via API to automatedly update comparison sheets by supplier and criteria.
3.15. Airtable
• Feature/Setting: "Automations: When Record Added" – automates ranking and notifications for new supplier entries.
3.16. Slack
• Feature/Setting: "Incoming Webhook" – automation sends procurement team updates on leading bids.
3.17. Trello
• Feature/Setting: "Add Card" automation – route high-potential supplier quotes for review.
3.18. Monday.com
• Feature/Setting: "Create Item" – automatedly log and track quotes in procurement workflows.
3.19. Salesforce
• Feature/Setting: "Supplier Quote Object" API automation for embedding quote data into procurement pipeline.
3.20. EDI Integration (e.g. TrueCommerce)
• Feature/Setting: "Automated EDI Transaction Processing" – parse and convert vendor responses to comparable, standardized data.
3.21. Google Cloud Vision
• Feature/Setting: "OCR API" – automates extracting data from scanned or imaged quotes and specs.
3.22. AWS Textract
• Feature/Setting: "Document Analysis" – automatedly extracts structured supplier bid data from PDFs and images.
Benefits
4.2. Automates multi-supplier comparison for price, lead-time, and compliance, enabling data-driven decision making.
4.3. Automates alerts/escalations, ensuring procurement deadlines and value targets are met.
4.4. Automates integration with ERP/CRM/procurement tools for seamless workflow and audit trail creation.
4.5. Automates supplier performance tracking for continuous improvement and strategic sourcing.