SourceDay’s Custom Automation workflows are a powerful way to eliminate manual tasks and streamline how your team manages supplier collaboration. But identifying where to start or how to maximize ROI can be overwhelming.
That’s where our personalized consultation hours with our data team come in.
Through hands-on analysis of your actual PO data such as change trends, supplier behaviors, and workflow history; our team can pinpoint automation opportunities that save time, reduce risk, and increase consistency.
What you get: data-driven automation design
When your team purchases SourceDay's Custom Automations you'll get the benefit of direct personal consultation. During your consultation, SourceDay’s data experts will:
1. Analyze your PO change data
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Identify the most frequent and disruptive supplier changes:
Late-date proposals
Repetitive cost increases
Low-impact cancellations
Highlight where your team is spending the most manual time reviewing or responding to changes
2. Recommend high-impact automation use cases
Based on data patterns, the team will help you prioritize workflows such as:
Auto-accepting minor supplier date changes from trusted suppliers
Auto-rejecting excessive cost increases
Automatically flagging supplier behavior that violates your terms
These are personalized suggestions, not templates, fully based on your usage data and supplier patterns.
3. Build and configure workflows with you
Get hands-on guidance using SourceDay’s Workflow Builder
Apply the right Refine filters, actions, and prioritization
Test workflows in staging mode before going live
Why it matters
By using your own operational data, you can:
Uncover hours of hidden inefficiency tied to repetitive PO review tasks
Build data-backed automation strategies with measurable outcomes
Increase user confidence in automation by starting with low-risk, high-frequency use cases
Reach your automation goals faster with expert configuration support
Customer example
A mid-sized industrial equipment manufacturer worked with SourceDay’s Data team to analyze one year’s worth of supplier activity. Here’s what the team uncovered:
The opportunity
Over 20,000 supplier proposals were submitted in 12 months
14,614 of those were price updates from $0.00 starting values from trusted suppliers
Excluding $0 prices, the majority of remaining changes were date proposals
At an average of 10 minutes per manual response, this represented 3,400+ hours of labor
SourceDay's recommended workflows
| Suggested workflow | Proposals impacted | Estimated time saved |
|---|---|---|
| Auto-approve price changes from $0 | 14,614 | 2,400 hours |
| Auto-approve price increases under 5% | 1,277 | 213 hours |
| Auto-approve date changes within 7 days | 1,852 | 309 hours |
Summary of impact
By implementing just these three workflows:
17,743 proposals (87% of all supplier changes) could be automatically resolved
This equates to over 2,900 hours of time saved annually
The team significantly reduced turnaround times and manual workload without increasing risk
Get started with Custom Automation
To activate Custom Automation Workflows:
- Reach out to your SourceDay Customer Success Manager
- Or schedule a demo here