Purchase request review packs with role based sign offs
Takes an internal purchase request, classifies it, pulls supplier evidence and policy snippets, and prepares a review pack and draft documents. Logistics, finance, legal and the department head each make their own decision, and the agent cannot approve or pick a supplier.
What it does
- Classifies the request and checks it against policy and budget
- Retrieves supplier evidence and approved policy text
- Prepares a review pack for each approving role
- Drafts the procurement documents
- Keeps an append only audit timeline of every decision
Your approval boundaries
Creates draftsThese actions always wait for your yes:
- Approving or rejecting a request
- Choosing a supplier or starting procurement
- Accepting delivery or closing the case
You decide what happens next.
More about this workflow
This setup is for operators and managers who keep the busywork moving. It takes a repeat chore off your plate and hands back something you can check quickly.
First, it classifies the request and checks it against policy and budget. Next, it retrieves supplier evidence and approved policy text. Then it prepares a review pack for each approving role. After that, it drafts the procurement documents. Finally, it keeps an append only audit timeline of every decision. It works with your spreadsheets, database and docs, each on its own login with limited access.
You get the prep work done and waiting for you. The agent stops and asks for your yes before approving or rejecting a request, choosing a supplier or starting procurement and accepting delivery or closing the case, and says plainly if a step cannot be undone.
“without giving an LLM authority over procurement outcomes”
Explore required tools and model recommendations
Tools and access
Google Sheets
Handles the spreadsheets part of this job. Grant access to the single sheet it needs.
API required: Yes. Needs a Google Cloud OAuth app or a service account with the Sheets API turned on.
Supabase
Handles the database part of this job. Grant a role limited to one table.
API required: Yes. Needs a Supabase project and an API key. Give the agent a role limited to one table.
Google Docs
Handles the docs part of this job. Grant one folder, create and edit only.
API required: Yes. Needs a Google Cloud OAuth app with the Docs API turned on.
Official links only. Not sponsored, no affiliate links.
Model recommendations
Best pick
GPT-6.1 Sol
Cheap cached input suits jobs that rerun the same instructions each week.
$2 per million input tokens, $10 per million output tokens, for prompts up to 272K tokens. Longer prompts cost $4 in and $15 out.
OpenAI docs as of October 11, 2026
Cheaper backup
Gemini 3.5 Flash-Lite
Low cost for simple data pulls and matching.
$0.30 per million input tokens, $2.50 per million output tokens.
Google docs as of October 11, 2026
Our own picks. Not sponsored, no affiliate links.
Build your prompt
Add your details, then copy the prompt into your tool.
2Your prompt
4 of 4 still emptyYour answers stay in this browser only.
Run your workflow
Connect your tools with only the access this setup needs, then follow these steps.
Steps
Do these in order. Test on old data before it touches live work.
- 1Connect Google Sheets with its own login, not yours. Grant access to the single sheet it needs.
- 2Connect Supabase with its own login, not yours. Grant a role limited to one table.
- 3Connect Google Docs with its own login, not yours. Grant one folder, create and edit only.
- 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 5Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
- 6Read its log after the first real run. Only widen access once a week of runs looks clean.
Safeguards and trust score
The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.
Writes drafts and notes inside your tools, nothing leaves on its own.
Waits for a yes on: approving or rejecting a request, choosing a supplier or starting procurement, accepting delivery or closing the case.
Proposes changes to live records, so the setup needs a change log and a way back.
Runs on its own login across 3 tools. Fewer connections means a smaller blast radius.
How to raise it
- Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
- Scope: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2
Do all of these to reach 89, up from 84.
Want help getting there? Get an AI Trust Audit from Pixeldesigns
Reviewed by Trustcase (example setup). How scoring works
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