Vendor and third-party coordination involves receiving requests, logging them, finding the right approver, and managing back-and-forth communication until a decision is made.
Automation captures incoming requests, routes them to the correct approver with full context, monitors approval status, and notifies all stakeholders automatically. The result is faster turnaround, fewer follow-ups, and a complete audit trail.
The full workflow, from trigger to completion.
Incoming email from vendor or form submission triggers the workflow. Request details are extracted automatically.
Automation creates a new request record with vendor name, request type, date, and deadline.
Automation uses a lookup table to identify the correct approver based on request type and vendor category, then sends an approval request via email.
Automation waits for approver response. If no response within 2 days, a reminder is sent automatically.
Once approval is received, automation updates the request record with approval status and timestamp.
Automation sends a templated response email to the vendor with approval decision and next steps.
Automation posts a summary message with request details and approval outcome for visibility.
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