1.Monitor status column changes
Integrate monday.com, project tracking tools, and mapping fields to detect status updates and capture procurement item details.
Log completed procurement items to sheet and ping owners
Automatically monitor configured status column updates across monday.com, Google Sheets, and Slack. Create and update when completion status updates, completion date set, or owner assignment changesβso you can log report rows, route messages, and mention owners without manual reconciliation.
How this automation logs completed procurement items
When status columns update, reconciliation delays can stall follow-ups. This automation monitors completed procurement items and creates report rows and notifies ownersβso your team can reconcile faster.
monday.comor swap with your favorite app
2.Filters qualifying records
Integrate Filter by Zapier, data rules, and status criteria to continue only for completed or delayed records.
Filter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Integrate Google Sheets, spreadsheet reporting, and field mapping to create a row in your procurement report.
Google Sheetsor swap with your favorite app
4.Routes messages by owner
Integrate Paths by Zapier and owner logic to branch and route notifications to the right assignee path.
Paths by Zapieror swap with your favorite app
5.Sends team channel message
Integrate Slack and team chat notifications to post item title and status and mention the assigned owner.
Slackor swap with your favorite app
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Explore all procurement workflow management automations
Accelerate purchasing workflows with automated request routing, approval tracking, and document handoffs
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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