Core workflows are built into PO Collaboration and run automatically for all customers. You don’t need to turn them on. SourceDay’s AI Agents execute these workflows, sending notifications, chasing acknowledgments, and delivering PO updates on your behalf.
Reminders
(Powered by Open Order Chaser AI Agent)
The Open Order Chaser AI Agent emails suppliers based on what they need to do next. Reminder creation respects the Email Settings (days of week / cadence) assigned to the supplier. You can review those settings by clicking on 'View details' on the right side.
Unacknowledged POs (“Pending”)
- Trigger: PO is in Pending (not yet acknowledged).
- Action: Automated reminder email to supplier.
- Timing: On the days set in the buyer’s Email Settings.
Late POs
- Trigger: PO status is Late in SourceDay.
- Action: Automated reminder email to supplier.
- Timing: On the days set in the buyer’s Email Settings.
Hot POs
- Trigger: PO is marked Hot in SourceDay.
- Action: Automated reminder email to supplier.
- Timing: On the days set in the buyer’s Email Settings.
POs awaiting supplier action
- Trigger: PO requires supplier action (e.g., acknowledge, respond to change).
- Action: Automated reminder email to supplier.
- Timing: On the days set in the buyer’s Email Settings.
Due soon (optional: re-confirmations)
- Trigger: PO approaches the Due Soon window.
- Action: Automated reminder email; optionally require supplier re-confirmation.
- Config: Set the Due Soon range per supplier in Supplier Hub or adjust defaults in Default Supplier Settings.
- Timing: On the days set in the buyer’s Email Settings.
New POs & Buyer-Initiated Changes
(Powered by PO Delivery Agent AI Agent)
The PO Delivery Agent AI Agent notifies suppliers when new POs arrive or when changes are proposed by buyers or updated by your ERP.
New POs
- Trigger: New PO detected during ERP sync.
- Action: Email to all users associated with the supplier with a link to the digital PO for acknowledgment.
- Default Cadence: Immediate.
Changes proposed in SourceDay
- Trigger: Buyer proposes or rejects a change/cancellation in SourceDay.
- Action: Email to all supplier users with a link to review the updated PO.
- Default Cadence: Hourly.
ERP-driven PO updates
- Trigger: Supported PO fields are updated in your ERP and synced to SourceDay.
- Action: SourceDay updates the PO and emails all supplier users; supplier must review & acknowledge.
- Default Cadence: Hourly.
Key notes
- Who sends the emails? SourceDay AI Agents (Open Order Chaser and PO Delivery Agent) send and manage all automated emails.
- Who gets emails? All users associated with the supplier in SourceDay.
- When are emails sent? Based on workflow defaults (Immediate/Hourly) and the buyer’s Email Settings for reminders.
- Where do I adjust “Due Soon”? Supplier Hub for per-supplier settings; Default Supplier Settings for new suppliers. Learn more about supplier settings.
- Do I need to enable these? No. These workflows are on and live for all customers.
These core workflows reduce manual chasing, keep suppliers aligned, and ensure POs move forward without constant buyer intervention, one of the top reasons companies choose SourceDay.