Automate Your Procurement
Eliminate manual procurement with a custom automation workflow. Built by Harvard-educated experts, our solutions save mid-market Australian businesses 12+ hours/week on average.
The Problem
Manual procurement creates these challenges for businesses.
Delays in procurement create bottlenecks that ripple across other business functions
Compliance and audit requirements around procurement add yet another layer of manual work
Tracking procurement progress requires chasing people through email, chat, and spreadsheets
Manual procurement wastes hours every week that your team could spend on higher-value work
Automated Workflow
Here is how we automate your procurement end to end.
Requisition
Submit purchase requisitions with item details, quantity, and preferred supplier.
- ✓ Tool: Google Sheets
- ✓ Action: Submit requisition
Supplier Comparison
Compare quotes from approved suppliers based on price, lead time, and quality.
- ✓ Tool: Google Sheets
- ✓ Action: Compare suppliers
Approval
Route to the appropriate approver based on spend category and amount.
- ✓ Tool: Zapier
- ✓ Action: Get approval
Purchase Order
Generate and send purchase orders to selected suppliers automatically.
- ✓ Tool: Xero
- ✓ Action: Create PO
Delivery Tracking
Track order status and flag overdue deliveries for follow-up.
- ✓ Tool: Zapier
- ✓ Action: Track delivery
Receipt & Matching
Match received goods to purchase orders and approve for payment.
- ✓ Tool: Xero
- ✓ Action: Match receipt
Tools Involved
We connect these tools into a seamless automated workflow.
Benefits
What you gain when you automate procurement.
Save 12+ hours/week on Procurement
Eliminate manual steps in your procurement workflow. Your team gets back hours every week to focus on growth and customer service.
Consistent Procurement Every Time
Remove variability from your procurement process. Whether it is your best performer or newest hire, the outcome is identical and audit-ready.
Fast Return on Procurement Investment
With 12+ hours/week of time reclaimed, most businesses see measurable ROI within weeks. Reinvest those hours into revenue-generating activities instead of manual procurement.
Cleaner Data Across Your Procurement Workflow
Automated procurement means data enters your systems once, correctly. Eliminate duplicate entries, formatting inconsistencies, and stale records.
Procurement Automation FAQ
Related Workflows
Explore other automation workflows that complement this one.
Ready to Automate Procurement?
Join 50+ businesses already saving time with Clever Ops automation.