SourceDay offers three tiers of Automation Workflows designed to support your purchase order (PO) collaboration needs. Whether you're beginning with core automation or looking to fully customize workflows based on your business processes, there’s a tier that fits.
Core tier: Essential PO collaboration
This tier is included in SourceDay PO Collaboration.
Includes:
- Automated PO email delivery to suppliers
- PO update notifications sent to suppliers
- Reminder emails to ensure on-time supplier responses
- Integration of PO changes with your ERP system
This tier is best suited for teams that need to streamline supplier communication and ensure timely responses without requiring custom configuration.
Base tier: Workflow automation access
This tier provides more control by allowing you to create custom workflows tailored to your business rules. This tier includes data driven recommended workflows developed for your needs and data.
Includes:
- Up to 10 live custom workflows at a time
- Up to 2 hours of consultation with SourceDay workflow experts
This tier is ideal for organizations that want to automate specific buyer-side actions and reduce manual work based on internal processes.
You should consider upgrading from Core to Base if you’re ready to increase efficiency by automating routine tasks and standard decisions.
Enterprise tier: Unlimited workflow power
This is the highest level of automation available, offering full customization and extended support. This tier includes data driven recommended workflows developed for your needs and data.
Includes:
- Unlimited live custom workflows
- Up to 10 hours of expert consultation per year from SourceDay data specialists
This tier is designed for enterprises with complex, evolving workflows that require high configurability and dedicated support.
Upgrade to Enterprise when you need maximum flexibility and expert guidance to automate even the most intricate business processes.
Add-on options available
Need more flexibility without changing tiers? We also offer add-ons that allow you to scale your automation capabilities further:
Additional Live Workflows: Add single custom automation rules beyond your current tier’s limits to support new or evolving buyer-side processes in SourceDay.
Additional Automation Consultation Hours: Purchase additional hours with SourceDay experts to tailor automations more precisely to your unique business rules and initiatives.
These add-ons allow you to gradually scale your automation strategy as your needs evolve—without committing to a full tier change right away.
Why upgrade?
Upgrading your automation tier can help you:
- Save time by reducing manual work
- Improve accuracy by embedding business rules into workflow actions
- Scale your processes confidently without limits
- Maximize your ROI through increased speed and efficiency in order management
Next steps
To activate Decision Automation Workflows:
- Reach out to your SourceDay Customer Success Manager
- Or schedule a demo here
Let SourceDay handle the automation so your team can focus on strategic work.