SourceDay’s custom automation workflows empower procurement teams to automate PO related tasks while ensuring compliance with business rules. These workflows reduce manual intervention and help standardize operations, ultimately increasing efficiency and minimizing risk.
With customizable automation triggers, conditions, and actions, teams can handle routine supplier interactions such as updates, proposed changes, and cancellations with up to 80% less manual effort.
Benefits of decision automation
Automate with confidence
Design and deploy rule-based automation that ensures your organization’s procurement policies are consistently followed.
Scale without extra headcount
Automate supplier communications and approval processes, enabling your team to manage more without growing the team.
Reduce human error
Minimize back-and-forth and eliminate manual steps in repetitive tasks.
Focus on strategic priorities
Free up time for initiatives like supplier development and long-term sourcing strategies.
Ideal for
- Procurement teams aiming to standardize processes and reduce variability in decision-making.
- Admins who need more automation but still require oversight and control.
- Organizations looking to shift from transactional work to more strategic activities.
How it works
Decision Automation Workflows follow a four-step logic:
- Trigger - Define the event that starts the workflow (e.g., supplier proposes a price change).
- Refine - Apply conditions to determine when the workflow should run (e.g., only for specific suppliers or PO lines).
- Action - Choose the action to take when the conditions are met (e.g., auto-accept the change, send for review).
- Status - Monitor and control the workflow state for testing, deployment, or review.
Enhanced automation
Custom workflows are add-ons to the SourceDay platform and complement existing capabilities. They enhance:
- PO delivery management
- Supplier reminders and confirmations
- ERP updates for PO changes
Get started
To activate Decision Automation Workflows:
- Reach out to your SourceDay Customer Success Manager
- Or schedule a demo here