Purchase Desk · Proposed AI workflow
Turn an approved request into an order draft
Before the afternoon purchasing cutoff, a supervisor notices that approved safety equipment still has no order.
Try the Purchase Desk demo →Application screenshots · Sample data
How Purchase Desk works today
Search for PO-401 · Safety equipment. Requested and Under review precede Approved, and Ordered records that purchasing is complete.
Simulation · Fictional records
Walk through the chat
Follow the scripted conversation and review the proposed action. Choices affect this walkthrough only.
Requester
Why is PO-401 still Approved?
Proposed agent workflow
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Read
When asked about PO-401, compare the Approved request with the order register and approval history. Return the approved quantity and absence of an order.
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Check
For that request, compare eligible vendor records and current quotes against the approved item, price, quantity and delivery need. Return Q-88.
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Draft
Once a quote matches, verify the ship-to record and build PD-401 with the quote and approval reference for purchasing review.
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Approve and queue
On reviewer approval, recheck quote validity and duplicate orders. Save the reviewed draft in the purchasing issue queue. Purchasing marks Ordered once it issues the order.
Result after approval
PD-401 queued with Q-88 and Tuesday delivery. PO-401 remains Approved.
Exception path
If an order against PO-401 appears during review, the assistant shows the matching order reference. The draft stays pending while the buyer reconciles the order and updates the request.
What to measure in a pilot
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Draft preparation time
Compare the buyer’s request and first complete draft timestamps.
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Draft accuracy
Compare each draft’s line items, price and quantity with the approved request and vendor quote.