What does this automation do?
A purchase request is checked against budget, policy, and preferred suppliers before it reaches an approver.
What can you do with it?
- Catch out-of-budget requests before an approver sees them
- Point buyers at a preferred supplier at request time
- Give the approver the numbers instead of the raw form
The Steps
This automation runs in 4 steps:
- When Typeform — New Submission
- Then Taskade AI — Ask Agent ("Purchase Request Screener")
- Then Taskade — Add Task
- Then Taskade — Send Email
What makes this different from a Zapier-style flow?
The "Purchase Request Screener" step is not a one-off model call. It is a Taskade AI agent that knows your budget thresholds and preferred suppliers, remembers what each cost centre has already spent, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for procurement and finance approvers. A purchase request is checked against budget, policy, and preferred suppliers before it reaches an approver.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Typeform.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Purchase Request Screener".
- Add the action "Add Task" from Taskade.
- Add the action "Send Email" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.