InTouch Hub › For procurement

For procurement

40 items on the hub serve procurement. Ready-to-run automations first, then the tools they build on.

Ready to run (10)

Install and go. Each one is a complete automation with its own schedule or trigger.

• workflow Certificate of Conformity Generator (Docs → PDF → Customer) — For shop floors marking shipments \"ready-for-coc\" in a Google Sheet, automatically copies a Doc template, find-replaces merge fields with row data, exports PDF, files to Drive, emails the PDF to the customer's buyer, and marks the row \"coc-sent\". One CoC per scheduled run. Zero AI cost \u2014 fully deterministic.
• workflow Outside Processing Tracker — Daily tracker for parts sent to outside vendors (heat treat, plating, anodize, NDT, paint). Reads an OutsideOps Sheet, sends throttled follow-up emails to vendors past their promised return date, flags upcoming returns for the receiving dock, and emails a digest to the owner. Pairs with the rfq-triage / coc-generator small-shop quartet.
• workflow RFQ Triage (Gmail → Sheets → Drive) — Triage incoming RFQ emails. AI-extracts customer/area/qty/material/processes/due, files attachments to a per-RFQ Drive folder, appends to a Sheets quote log, auto-replies to the customer in thread with a reference number, and notifies the estimator. Processes one RFQ per scheduled run.
• monitor Website Change Watch — Daily check of a webpage for content changes via the website-change tool. Notifies the owner when the page content has changed since the last check.
• skill Change Order Explainer — Plain-English breakdown of a change order — what scope changes, cost impact, time impact, who pays, and hidden clauses that often slip past PMs. For pre-signature review.
• skill Contract Clause Extractor — Extract key clauses (term, renewal, liability, termination) from contract text.
• skill Invoice Field Extractor — Extract structured fields (vendor, number, date, line items, total) from invoice text.
• skill invoice-processor — Extract structured data from invoice emails and PDF attachments. Returns vendor, amount, line items, due date, and payment terms. Flags unusual amounts or unknown vendors.
• skill Material Substitution Advisor — Suggest material substitutions when the specified material is unavailable or unsuitable. Returns 2-4 candidates with property comparisons, machining notes, cost ratios, lead times, and customer-approval implications (ECN/MRB/FAI requirements for aerospace/medical work).
• skill Specification Summary (AMS / ASTM / MIL-STD / etc.) — 60-second orientation on an industry spec — title, scope, key requirements, who invokes it, common pitfalls, verification trail, and related specs. For triage and starting research; not a substitute for the actual standard.

Hand-built tools (6)

• hand-built licensed Coupa — Read Coupa procurement data — requisitions, purchase orders, suppliers, and invoices.
• hand-built DocuSign — Send, sign, and track sales contracts and envelopes via the DocuSign eSignature REST API.
• hand-built HaloITSM Assets — Read the HaloITSM configuration management database — assets, their types and groups, and stock items — through the HaloITSM REST API.
• hand-built Microsoft 365 Licences — Read Microsoft 365 subscriptions, seat counts and per-user licence assignment through Microsoft Graph.
• hand-built licensed SAP Ariba — Run SAP Ariba sourcing operational-reporting jobs and fetch their results.
• hand-built licensed SAP S/4HANA Cloud — Read SAP S/4HANA Cloud master data — business partners, sales orders, products — via the OData APIs.

Other tools (24)

Transcribed from each vendor’s published API specification — check the operations before you rely on one.

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